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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
KB
726
Kimelman & Baird
New York
$19.8M +$10.9K +284 +0.1%
MC
727
Middleton & Co
Massachusetts
$19.7M +$3.42M +88,828 +21%
BIAS
728
Beacon Investment Advisory Services
New Jersey
$19.7M +$18.3M +475,392 +1,342%
GT
729
Greenleaf Trust
Michigan
$19.7M +$412K +10,704 +2%
AL
730
Aspiriant LLC
California
$19.6M -$2.01M -52,060 -9%
NB
731
NBT Bank
New York
$19.6M -$714K -18,528 -4%
LFAS
732
Level Four Advisory Services
Texas
$19.6M +$3.33M +86,384 +20%
CAM
733
Carret Asset Management
New York
$19.5M -$218K -5,668 -1%
SCA
734
Stonebridge Capital Advisors
Minnesota
$19.4M +$56.6K +1,468 +0.3%
GCM
735
Gabalex Capital Management
New York
$19.3M – – –
YIA
736
YHB Investment Advisors
Connecticut
$19.3M -$1.74M -45,048 -8%
OPCM
737
Osborne Partners Capital Management
California
$19.2M -$255K -6,620 -1%
BCM
738
BTR Capital Management
California
$19.1M -$946K -24,548 -5%
HTHT
739
Hemenway Trust Hemenway Trust
New Hampshire
$19M +$209K +5,428 +1%
AC
740
Avenir Corporation
Virginia
$18.9M -$586K -15,204 -3%
GJCM
741
Grand Jean Capital Management
California
$18.9M -$28.7K -744 -0.2%
KFS
742
Kurt F. Somerville
$18.8M -$144K -3,740 -0.8%
LWAC
743
Laurel Wealth Advisors (California)
California
$18.8M +$1.35M +34,940 +8%
CIC
744
Carnegie Investment Counsel
Ohio
$18.8M +$41.9K +1,072 +0.2%
BPCE
745
Bank Pictet & Cie (Europe)
Germany
$18.8M -$3.35M -86,924 -15%
TCM
746
Traynor Capital Management
Pennsylvania
$18.8M +$719K +18,768 +4%
ECAM
747
East Coast Asset Management
Massachusetts
$18.7M -$41.5K -1,076 -0.2%
PAM
748
Premier Asset Management
Illinois
$18.7M -$276K -7,164 -1%
TH
749
TCTC Holdings
Texas
$18.7M -$575K -14,920 -3%
BII
750
Bainco International Investors
Massachusetts
$18.7M +$1.1M +28,508 +6%
28 29
30
31 32