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Apple
AAPL

Overview Fund Activity

2,122 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, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
726
Raymond James Financial Services Advisors
Florida
$16.3M +$1.11K +44 +0%
RIM
727
RS Investment Management
California
$16.2M +$2.38M +94,560 +17%
HW
728
Hancock Whitney
Mississippi
$16.2M -$811K -32,216 -5%
DDPIC
729
Deroy & Devereaux Private Investment Counsel
Michigan
$16.1M -$199K -7,888 -1%
CCM
730
Catawba Capital Management
Virginia
$16.1M -$20.3K -804 -0.1%
TBA
731
Train Babcock Advisors
New York
$15.9M -$559K -22,180 -3%
BIA
732
Biondo Investment Advisors
Pennsylvania
$15.9M +$582K +23,112 +4%
ICOA
733
Investment Centers of America
North Dakota
$15.9M +$3.08M +122,508 +24%
CII
734
Capital International Inc
California
$15.9M -$3.58M -142,320 -18%
BOH
735
Bank of Hawaii
Hawaii
$15.8M -$345K -13,692 -2%
RFA
736
Reilly Financial Advisors
California
$15.7M -$1.54M -61,180 -9%
NC
737
NBW Capital
Massachusetts
$15.7M +$546K +21,696 +4%
NB
738
NBT Bank
New York
$15.7M -$1.37M -54,492 -8%
VCAM
739
Van Cleef Asset Management
Ohio
$15.7M +$274K +10,860 +2%
TH
740
TCTC Holdings
Texas
$15.6M -$45.1K -1,792 -0.3%
NFG
741
Next Financial Group
Texas
$15.6M -$1.38M -54,660 -8%
CI
742
Cincinnati Insurance
Ohio
$15.5M – – –
MSE
743
MUFG Securities EMEA
United Kingdom
$15.5M -$30M -1,192,000 -66%
CIC
744
Crawford Investment Counsel
Georgia
$15.5M +$279K +11,092 +2%
FMBTD
745
First Midwest Bank Trust Division
Illinois
$15.4M +$488K +19,364 +3%
ACM
746
Azimuth Capital Management
Michigan
$15.4M -$330K -13,092 -2%
LDB
747
Lee, Danner & Bass
Tennessee
$15.4M -$609K -24,196 -4%
RP
748
Reinhart Partners
Wisconsin
$15.3M +$1.11M +44,208 +8%
MPM
749
Meritage Portfolio Management
Kansas
$15.3M +$6.05M +240,204 +65%
BFS
750
Baskin Financial Services
Ontario, Canada
$15.3M +$251K +9,964 +2%
28 29
30
31 32