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2,336 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 997 increasing their positions, 1,054 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

0% more funds holding

Funds holding: 2,3342,336 (+2)

2% less capital invested

Capital invested by funds: $425B → $417B (-$7.41B)

5% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,054

2% less funds holding in top 10

Funds holding in top 10: 1,2371,217 (-20)

18% less call options, than puts

Call options by funds: $16.7B | Put options by funds: $20.3B

Holders
2,336
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.91%
Holding in Top 10
1,217
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.78%
New
95
Increased
997
Reduced
1,054
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$1.43B +$40.7M +1,271,624 +3%
O
52
OppenheimerFunds
New York
$1.39B -$160M -4,988,724 -10%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$1.39B -$35.9M -1,123,044 -2%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$1.39B -$76.9M -2,404,892 -5%
Capital World Investors
55
Capital World Investors
California
$1.38B -$166M -5,200,000 -11%
Fisher Asset Management
56
Fisher Asset Management
Washington
$1.38B +$25.8M +807,076 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.36B -$9.32M -291,504 -0.7%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.32B -$67.3M -2,103,004 -5%
FAM
59
Fred Alger Management
New York
$1.25B +$40.3M +1,259,732 +3%
PPA
60
Parametric Portfolio Associates
Washington
$1.22B +$23.1M +722,880 +2%
CA
61
Commerzbank Aktiengesellschaft
Germany
$1.21B +$3.89M +121,668 +0.3%
Swedbank
62
Swedbank
Sweden
$1.2B +$51.1M +1,598,852 +4%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.18B +$62.7M +1,960,164 +5%
PI
64
Putnam Investments
Massachusetts
$1.15B +$115M +3,586,336 +11%
TA
65
Teachers Advisors
New York
$1.13B -$28.4M -888,336 -2%
Principal Financial Group
66
Principal Financial Group
Iowa
$1.12B +$15.4M +480,548 +1%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$1.11B -$3.2M -100,000 -0.3%
MAA
68
Managed Account Advisors
New Jersey
$1.1B -$52.5M -1,640,968 -4%
Coatue Management
69
Coatue Management
New York
$1.07B +$110M +3,438,416 +11%
MTB
70
Mizuho Trust & Banking
Japan
$1.06B +$19.5M +608,384 +2%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$1.03B -$34.4M -1,075,768 -3%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$1.02B -$215M -6,728,016 -17%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$994M -$170M -5,328,808 -14%
BJ
74
BlackRock Japan
Japan
$962M +$29.5M +920,872 +3%
ClearBridge Investments
75
ClearBridge Investments
New York
$955M -$45.9M -1,436,316 -5%

AAPL Hedge Fund Activity: Q2 2015 in Review

2,336 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2015, worth a combined $417B — down 1.7% from $425B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AAPL positions and 69 closed out — a net gain of 26 holders — while 997 added to existing stakes and 1,054 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $578M. The largest seller was State Street, cutting an estimated $1.87B.

  • 2,336 institutional investors held Apple (AAPL) as of Q2 2015, up from 2,334 in Q1 2015.
  • Funds reported $417B of Apple stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 95 funds opened new Apple positions in Q2 2015 and 69 closed out, a net change of +26 holders.
  • The largest Apple buyer in Q2 2015 was Susquehanna International Group, an estimated $578M added.
  • The largest Apple seller in Q2 2015 was State Street, an estimated $1.87B sold.

Based on aggregated 13F filings for Q2 2015.