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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
701
Chesley Taft & Associates
Illinois
$20.1M -$548K -17,612 -3%
CWM
702
Calamos Wealth Management
Illinois
$20.1M +$860K +27,636 +4%
DY
703
Dowling & Yahnke
California
$20.1M -$749K -24,080 -4%
HBWM
704
Hollow Brook Wealth Management
New York
$20M -$5.04M -162,120 -20%
BFS
705
Baskin Financial Services
Ontario, Canada
$20M +$1.09M +35,044 +6%
SIP
706
Stoneridge Investment Partners
Pennsylvania
$20M +$631K +20,292 +3%
DDPIC
707
Deroy & Devereaux Private Investment Counsel
Michigan
$19.9M +$242K +7,792 +1%
JMH
708
J.M. Hartwell
New York
$19.9M +$1.1M +35,520 +6%
QGM
709
Quality Growth Management
California
$19.8M -$2.09M -67,248 -10%
BIA
710
Biondo Investment Advisors
Pennsylvania
$19.8M +$84.5K +2,716 +0.4%
BCM
711
Brown Capital Management
Maryland
$19.7M -$156K -5,008 -0.8%
LCM
712
Laurion Capital Management
New York
$19.6M -$198M -6,359,076 -91%
SAM
713
Silvercrest Asset Management
New York
$19.6M +$282K +9,064 +1%
MFBTD
714
MB Financial Bank - Trust Department
Illinois
$19.5M -$172K -5,544 -0.9%
CCM
715
Catawba Capital Management
Virginia
$19.5M -$6.72K -216 -0%
AW
716
ACG Wealth
Georgia
$19.4M +$1.75M +56,412 +10%
RMCM
717
Reynders McVeigh Capital Management
Massachusetts
$19.2M +$700K +22,492 +4%
MPM
718
Meritage Portfolio Management
Kansas
$19.2M +$310K +9,964 +2%
CI
719
Cincinnati Insurance
Ohio
$19.2M – – –
CIS
720
Capital International Sarl
California
$19M -$6.65M -213,640 -26%
LCM
721
LVM Capital Management
Michigan
$19M -$1.13M -36,220 -6%
CCC
722
Chelsea Counsel Company
California
$19M +$509K +16,372 +3%
FAM
723
Foxhaven Asset Management
Virginia
$19M -$4.67M -150,240 -20%
CIC
724
Crawford Investment Counsel
Georgia
$18.9M -$798K -25,652 -4%
OPCM
725
Osborne Partners Capital Management
California
$18.9M -$3.88M -124,840 -17%
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