Apple
AAPL
2,124 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 822 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.
40% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 70
4% more funds holding in top 10
Funds holding in top 10: 996 → 1,034 (+38)
4% more capital invested
Capital invested by funds: $347B → $360B (+$13.1B)
0% more funds holding
Funds holding: 2,120 → 2,124 (+4)
9% less call options, than puts
Call options by funds: $24.8B | Put options by funds: $27.1B
21% less repeat investments, than reductions
Existing positions increased: 822 | Existing positions reduced: 1,043
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.62B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$569M |
| 3 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$510M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$414M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$389M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$4.4B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$3.19B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.8B |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$688M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$671M |
AAPL Hedge Fund Activity: Q3 2014 in Review
2,124 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2014, worth a combined $360B — up 3.8% from $347B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new AAPL positions and 70 closed out — a net gain of 28 holders — while 822 added to existing stakes and 1,043 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.62B. The largest seller was Norges Bank, cutting an estimated $4.4B.
- 2,124 institutional investors held Apple (AAPL) as of Q3 2014, up from 2,120 in Q2 2014.
- Funds reported $360B of Apple stock for Q3 2014, up 3.8% quarter-over-quarter.
- 98 funds opened new Apple positions in Q3 2014 and 70 closed out, a net change of +28 holders.
- The largest Apple buyer in Q3 2014 was Wellington Management Group, an estimated $1.62B added.
- The largest Apple seller in Q3 2014 was Norges Bank, an estimated $4.4B sold.
Based on aggregated 13F filings for Q3 2014.