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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 %
CA
801
Cornerstone Advisors
North Carolina
$13.3M – – –
ACM
802
Argentus Capital Management
Texas
$13.3M +$8.69M +345,028 +188%
PP
803
Paloma Partners
Connecticut
$13.3M +$3.76M +149,392 +39%
EAM
804
Evanson Asset Management
California
$13.3M -$175K -6,948 -1%
DG
805
Davidson & Garrard
Virginia
$13.3M -$112K -4,452 -0.8%
Fuller & Thaler Asset Management
806
Fuller & Thaler Asset Management
California
$13.3M -$1.29M -51,200 -9%
ZA
807
Zweig Advisers
Connecticut
$13.2M -$332K -13,200 -2%
CAM
808
Cypress Asset Management
Texas
$13.2M -$158K -6,264 -1%
WAM
809
Winslow Asset Management
Ohio
$13.1M -$39.1K -1,552 -0.3%
LG
810
Leuthold Group
Minnesota
$13.1M -$480K -19,064 -4%
AIA
811
Alerus Investment Advisors
Minnesota
$13.1M -$2.37M -93,388 -15%
SAM
812
Symphony Asset Management
California
$13.1M -$1.87M -74,120 -12%
TCOV
813
Trust Company of Vermont
Vermont
$13M +$87.1K +3,456 +0.7%
CHA
814
Cedar Hill Associates
Illinois
$12.9M -$286K -11,372 -2%
CTA
815
Colonial Trust Advisors
South Carolina
$12.9M -$198K -7,876 -2%
TAM
816
Taurus Asset Management
New York
$12.9M -$150K -5,960 -1%
MIM
817
Marco Investment Management
Georgia
$12.8M +$2.92M +115,776 +29%
SCA
818
Stillwater Capital Advisors
Pennsylvania
$12.8M +$434K +17,212 +4%
CC
819
Cannell & Co
New York
$12.7M -$1.19M -47,280 -9%
ECM
820
Evergreen Capital Management
Washington
$12.7M +$176K +6,988 +1%
TWA
821
TCI Wealth Advisors
Arizona
$12.7M +$63.6K +2,524 +0.5%
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$12.7M -$2.18M -86,636 -15%
EAM
823
EverPoint Asset Management
Connecticut
$12.6M +$8.77M +348,000 +229%
MFAM
824
Motley Fool Asset Management
Virginia
$12.6M – – –
BHIA
825
Birch Hill Investment Advisors
Massachusetts
$12.5M +$183K +7,268 +1%
31 32
33
34 35