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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
AC
776
Allstate Corporation
Illinois
$17.3M -$769K -20,808 -4%
AP
777
Atwood & Palmer
Missouri
$17.3M +$200K +5,412 +1%
TNB
778
Thomasville National Bank
Georgia
$17.2M -$70.4K -1,904 -0.4%
CCM
779
Chickasaw Capital Management
Tennessee
$17.2M -$19.2K -520 -0.1%
Jones Financial Companies
780
Jones Financial Companies
Missouri
$16.8M -$1.18M -31,940 -6%
CAM
781
Cypress Asset Management
Texas
$16.7M -$1.2M -32,384 -7%
AII
782
AGF Investments Inc
Ontario, Canada
$16.7M -$6.46M -174,776 -27%
DA
783
Dillon & Associates
Michigan
$16.7M -$72.3K -1,956 -0.4%
BRWA
784
B. Riley Wealth Advisors
Florida
$16.6M -$951K -25,736 -5%
BOH
785
Bank of Hawaii
Hawaii
$16.6M -$601K -16,252 -3%
BC
786
Brinker Capital
Pennsylvania
$16.6M -$2.05M -55,332 -11%
HT
787
HighTower Trust
Texas
$16.6M +$116K +3,132 +0.7%
NSAM
788
North Star Asset Management
Wisconsin
$16.6M -$313K -8,468 -2%
MCM
789
Moore Capital Management
New York
$16.6M -$20.7M -560,000 -55%
BFIC
790
Bedell Frazier Investment Counselling
California
$16.5M -$2.06M -55,812 -11%
AP
791
Advisor Partners
California
$16.5M +$903K +24,416 +6%
GMI
792
Greystone Managed Investments
Saskatchewan, Canada
$16.5M -$570K -15,408 -3%
IAA
793
Independent Advisor Alliance
North Carolina
$16.5M +$4.94M +133,756 +35%
CFA
794
Carroll Financial Associates
North Carolina
$16.5M +$87.5K +2,368 +0.5%
BII
795
Bainco International Investors
Massachusetts
$16.4M -$2.92M -79,024 -15%
GAI
796
General American Investors
New York
$16.4M
LWAC
797
Laurel Wealth Advisors (California)
California
$16.3M +$1.24M +33,624 +8%
OCM
798
Olstein Capital Management
New York
$16.3M +$8.87M +240,000 +113%
LRPA
799
L. Roy Papp & Associates
Arizona
$16.3M -$220K -5,960 -1%
JWBC
800
J.W. Burns & Co
New York
$16.2M -$49.7K -1,344 -0.3%

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.