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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
BIC
726
Bridges Investment Counsel
Nebraska
$19.7M +$7.51M +203,264 +59%
HCM
727
Highbridge Capital Management
New York
$19.7M +$19.8M +535,552 +5,195%
OA
728
Oak Associates
Ohio
$19.6M +$1.88M +50,820 +10%
YIA
729
YHB Investment Advisors
Connecticut
$19.6M +$1.43M +38,652 +8%
PWM
730
Perigon Wealth Management
California
$19.6M -$1.59M -43,136 -7%
RMA
731
Roffman Miller Associates
Pennsylvania
$19.6M +$359K +9,724 +2%
CC
732
ClearArc Capital
Ohio
$19.5M -$2.13M -57,720 -10%
AssetMark Inc
733
AssetMark Inc
California
$19.5M +$729K +19,708 +4%
DY
734
Dowling & Yahnke
California
$19.3M -$304K -8,216 -2%
DBG
735
De Burlo Group
Massachusetts
$19.3M +$1.89M +51,200 +11%
PHS
736
PFM Health Sciences
California
$19.3M -$17.5M -472,896 -47%
MIM
737
Martin Investment Management
Florida
$19.2M -$1.28M -34,648 -6%
BIA
738
Biondo Investment Advisors
Pennsylvania
$19.1M +$1.86M +50,432 +11%
NB
739
NBT Bank
New York
$19M -$1.3M -35,188 -6%
GIP
740
Granite Investment Partners
California
$19M -$3.26M -88,252 -14%
LBC
741
Lowe Brockenbrough & Co
Virginia
$18.8M -$45.7K -1,236 -0.2%
CIC
742
Carnegie Investment Counsel
Ohio
$18.8M -$102K -2,752 -0.6%
BCM
743
BTR Capital Management
California
$18.8M -$1.57M -42,376 -8%
SC
744
SouthState Corp
Florida
$18.8M -$452K -12,224 -2%
MAM
745
Mark Asset Management
New York
$18.7M -$3.65M -98,768 -16%
ZDA
746
Zweig-DiMenna Associates
New York
$18.6M -$2.76M -74,544 -13%
BPM
747
Bowling Portfolio Management
Ohio
$18.6M -$529K -14,308 -3%
KWILP
748
Kiwi Wealth Investments Limited Partnership
New Zealand
$18.5M -$10.2M -274,620 -35%
FMBTD
749
First Midwest Bank Trust Division
Illinois
$18.5M +$1.15M +31,116 +6%
KB
750
Kimelman & Baird
New York
$18.4M +$124K +3,344 +0.7%

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.