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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$1.39B -$194M -5,241,520 -12%
Canada Pension Plan Investment Board
52
Canada Pension Plan Investment Board
Ontario, Canada
$1.38B +$43.3M +1,171,060 +3%
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$1.35B -$14.3M -385,464 -1%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$1.35B -$48.5M -1,312,212 -3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.34B +$50.4M +1,362,724 +4%
AAMU
56
Amundi Asset Management US
Massachusetts
$1.34B -$12M -325,160 -0.9%
New York State Teachers Retirement System (NYSTRS)
57
New York State Teachers Retirement System (NYSTRS)
New York
$1.31B -$34.3M -927,988 -2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$1.27B -$23.6M -638,480 -2%
Swedbank
59
Swedbank
Sweden
$1.23B -$44.1M -1,192,052 -3%
Asset Management One
60
Asset Management One
Japan
$1.21B -$24.4M -659,880 -2%
FAM
61
Fred Alger Management
New York
$1.21B -$10.3M -278,016 -0.8%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$1.21B -$85.6M -2,314,520 -6%
APG Asset Management
63
APG Asset Management
Netherlands
$1.19B -$78.6M -2,125,824 -6%
Sanders Capital
64
Sanders Capital
Florida
$1.18B +$26.2M +708,456 +2%
State Farm Mutual Automobile Insurance
65
State Farm Mutual Automobile Insurance
Illinois
$1.18B
EVM
66
Eaton Vance Management
Massachusetts
$1.17B -$112M -3,025,968 -8%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$1.15B +$189M +5,115,468 +19%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.09B -$51.4M -1,389,328 -4%
PI
69
Putnam Investments
Massachusetts
$1.07B +$23.2M +627,784 +2%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$1.05B -$77.1M -2,086,400 -7%
ClearBridge Investments
71
ClearBridge Investments
New York
$1.02B +$35.7M +966,608 +4%
AQR Capital Management
72
AQR Capital Management
Connecticut
$999M +$52.3M +1,414,900 +5%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$979M -$308M -8,340,760 -23%
Schroder Investment Management Group
74
Schroder Investment Management Group
United Kingdom
$940M -$31.5M -851,356 -3%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$932M +$132M +3,562,192 +16%

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.