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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
726
Muhlenkamp & Co
Pennsylvania
$17.3M -$127K -4,396 -0.7%
ACH
727
ArrowMark Colorado Holdings
Colorado
$17.1M -$7.44M -256,800 -30%
OPCM
728
Osborne Partners Capital Management
California
$17.1M -$451K -15,568 -3%
BII
729
Bainco International Investors
Massachusetts
$17.1M +$884K +30,540 +5%
GW
730
GW & Wade
Massachusetts
$17.1M -$96.8K -3,344 -0.6%
CCM
731
Catawba Capital Management
Virginia
$17.1M -$724K -25,016 -4%
ASA
732
Armstrong Shaw Associates
Connecticut
$17.1M -$577K -19,940 -3%
DY
733
Dowling & Yahnke
California
$17.1M -$191K -6,592 -1%
AF
734
Alerus Financial
North Dakota
$17M -$1.59M -54,812 -9%
FMBTD
735
First Midwest Bank Trust Division
Illinois
$16.9M +$1.22M +42,032 +8%
GWM
736
Geneos Wealth Management
Colorado
$16.9M -$611K -21,088 -3%
RMA
737
Roffman Miller Associates
Pennsylvania
$16.9M +$587K +20,260 +4%
AA
738
Ancora Advisors
Ohio
$16.8M +$8.67M +299,604 +107%
HEIP
739
Hudson Edge Investment Partners
New Jersey
$16.8M +$2.84M +98,044 +20%
TH
740
TCTC Holdings
Texas
$16.7M -$510K -17,600 -3%
BRA
741
Bender Robert & Associates
California
$16.7M -$424K -14,636 -2%
CA
742
CapWealth Advisors
Tennessee
$16.7M +$58.5K +2,020 +0.4%
WAM
743
Weatherly Asset Management
California
$16.7M -$155K -5,356 -0.9%
Baillie Gifford & Co
744
Baillie Gifford & Co
United Kingdom
$16.7M -$64.2M -2,216,220 -79%
PDN
745
Pensionfund DSM Netherlands
Netherlands
$16.7M -$2.55M -88,000 -13%
GMI
746
Greystone Managed Investments
Saskatchewan, Canada
$16.5M -$1.1M -38,044 -6%
LNWWM
747
Laird Norton Wetherby Wealth Management
California
$16.5M -$31.9K -1,100 -0.2%
SFFS
748
Stonehage Fleming Financial Services
Jersey
$16.4M +$1.44M +49,476 +10%
LAM
749
Lebenthal Asset Management
New York
$16.4M +$428K +14,796 +3%
SCA
750
Stonebridge Capital Advisors
Minnesota
$16.4M +$175K +6,044 +1%
28 29
30
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