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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
751
Family Management
New York
$13.4M -$91.5K -3,828 -0.7%
RMA
752
Roffman Miller Associates
Pennsylvania
$13.4M +$2.68M +112,080 +25%
FP
753
Foundry Partners
Minnesota
$13.3M +$254K +10,640 +2%
CC
754
ClearArc Capital
Ohio
$13.3M -$172K -7,184 -1%
VCM
755
Violich Capital Management
California
$13.3M +$88.6K +3,708 +0.7%
LNWWM
756
Laird Norton Wetherby Wealth Management
California
$13.2M +$559K +23,408 +4%
IC
757
InterOcean Capital
Illinois
$13.2M +$2.27M +94,996 +21%
BSPF
758
British Steel Pension Fund
United Kingdom
$13.2M -$9.98M -417,592 -43%
HIC
759
Hartline Investment Corp
Illinois
$13.1M -$163K -6,820 -1%
BRWA
760
B. Riley Wealth Advisors
Florida
$13.1M -$540K -24,836 -4%
SCA
761
Stonebridge Capital Advisors
Minnesota
$13.1M +$98.1K +4,104 +0.8%
CAM
762
Cypress Asset Management
Texas
$12.9M +$2.71M +113,412 +26%
GC
763
Grimes & Company
Massachusetts
$12.9M +$1.56M +65,376 +14%
LBC
764
Lowe Brockenbrough & Co
Virginia
$12.9M -$2.54M -106,476 -17%
GKWIM
765
Gerber Kawasaki Wealth & Investment Management
California
$12.9M -$2.31M -96,588 -15%
BAS
766
Brown Advisory Securities
Maryland
$12.9M -$147K -6,160 -1%
RFA
767
Reilly Financial Advisors
California
$12.8M +$57.5K +2,404 +0.5%
MPWT
768
MassMutual Private Wealth & Trust
Connecticut
$12.7M +$194K +8,128 +2%
ACM
769
Aviance Capital Management
Florida
$12.7M -$119K -4,976 -0.9%
DG
770
Davidson & Garrard
Virginia
$12.7M +$221K +9,248 +2%
CRC
771
Curi RMB Capital
Illinois
$12.7M +$482K +20,152 +4%
WP
772
WealthPLAN Partners
Nebraska
$12.5M +$12.5M +1,038,340 New
EAM
773
Evanson Asset Management
California
$12.5M +$23.3K +976 +0.2%
PHS
774
PFM Health Sciences
California
$12.5M -$91.2M -3,816,372 -88%
CAM
775
Carret Asset Management
New York
$12.5M +$529K +22,152 +4%
29 30
31
32 33