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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 %
LTI
776
Laffer Tengler Investments
Tennessee
$14.1M +$1.39M +55,368 +11%
TAM
777
Telemark Asset Management
Massachusetts
$14.1M – – –
SI
778
Stephens Inc
Arkansas
$14M -$555K -22,020 -4%
CCMG
779
Clark Capital Management Group
Pennsylvania
$14M +$123K +4,880 +0.9%
LIM
780
Leavell Investment Management
Alabama
$14M +$532K +21,124 +4%
AAM
781
Augustine Asset Management
Florida
$14M -$26.2K -1,040 -0.2%
RMCM
782
Reynders McVeigh Capital Management
Massachusetts
$14M +$1.24M +49,428 +10%
WAM
783
Weatherly Asset Management
California
$13.9M +$163K +6,476 +1%
SSWM
784
Smith Salley Wealth Management
North Carolina
$13.9M -$4.12M -163,604 -23%
SAMNY
785
Samsung Asset Management (New York)
New York
$13.9M +$3.24M +128,560 +30%
AC
786
Addenda Capital
Quebec, Canada
$13.9M -$76.2K -3,024 -0.5%
Envestnet Asset Management
787
Envestnet Asset Management
Illinois
$13.9M +$6.25M +248,168 +82%
CTI
788
Community Trust & Investment
Kentucky
$13.8M +$12.1M +480,248 +696%
HR
789
Howe & Rusling
New York
$13.8M +$13.8M +547,216 +228,007%
BFM
790
Boston Financial Management
Massachusetts
$13.8M +$1.28M +50,940 +10%
CC
791
ClearArc Capital
Ohio
$13.7M -$381K -15,112 -3%
DD
792
Dominick & Dominick
New York
$13.7M -$78.9K -3,132 -0.6%
BIM
793
BRC Investment Management
Colorado
$13.7M +$13.7M +543,596 New
CAM
794
Carret Asset Management
New York
$13.6M -$287K -11,392 -2%
VWM
795
Valley Wealth Managers
New Jersey
$13.6M -$1.14M -45,340 -8%
SSB
796
Sandy Spring Bank
Maryland
$13.6M -$231K -9,152 -2%
BT
797
Beacon Trust
New Jersey
$13.6M -$91.3K -3,624 -0.7%
DWA
798
Douglass Winthrop Advisors
New York
$13.5M +$551K +21,864 +4%
MCTIC
799
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$13.4M +$398K +15,796 +3%
Tudor Investment Corp
800
Tudor Investment Corp
Connecticut
$13.4M -$119M -4,716,200 -90%
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