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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
701
IBM Retirement Fund
New York
$20.6M +$7.41M +200,500 +65%
SPC
702
Sigma Planning Corp
Michigan
$20.5M -$358K -9,672 -2%
IC
703
InterOcean Capital
Illinois
$20.5M -$1.62M -43,688 -7%
CA
704
CapWealth Advisors
Tennessee
$20.4M -$275K -7,436 -1%
FB
705
Fulton Bank
Pennsylvania
$20.4M -$459K -12,408 -2%
NAMA
706
Nikko Asset Management Americas
New York
$20.4M +$15.4M +415,600 +274%
TSW
707
Thompson Siegel & Walmsley
Virginia
$20.4M -$220K -5,964 -1%
1SAMC
708
12th Street Asset Management Company
Tennessee
$20.4M +$191K +5,176 +0.9%
BRA
709
Bender Robert & Associates
California
$20.3M -$138K -3,720 -0.7%
QIM
710
Quest Investment Management
Oregon
$20.2M -$1.58M -42,680 -7%
AL
711
Aspiriant LLC
California
$20.2M -$512K -13,836 -2%
EIM
712
Essex Investment Management
Massachusetts
$20.2M -$210K -5,672 -1%
CCM
713
Chilton Capital Management
Texas
$20.1M -$4.25M -115,008 -17%
CI
714
Capital International
California
$20.1M -$19.1M -517,200 -48%
BAS
715
Brown Advisory Securities
Maryland
$20M +$848K +22,932 +4%
TBA
716
Tower Bridge Advisors
Pennsylvania
$19.9M -$101K -2,740 -0.5%
ACH
717
ArrowMark Colorado Holdings
Colorado
$19.8M -$8.44M -228,196 -29%
MTIM
718
Marathon Trading Investment Management
Pennsylvania
$19.8M +$14.3M +387,804 +240%
TAM
719
Taurus Asset Management
New York
$19.8M +$212K +5,736 +1%
MLL
720
Moody Lynn & Lieberson
Massachusetts
$19.8M +$6.64M +179,592 +49%
JCM
721
Janney Capital Management
Pennsylvania
$19.8M -$6.27M -169,728 -24%
IIA
722
IPG Investment Advisors
California
$19.7M -$20.7K -560 -0.1%
FNT
723
First National Trust
Pennsylvania
$19.7M +$278K +7,528 +1%
EDRH
724
Edmond de Rothschild Holding
Switzerland
$19.7M -$2.12M -57,400 -9%
CTA
725
Colonial Trust Advisors
South Carolina
$19.7M +$3.62M +97,880 +22%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.