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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
801
PartnerRe Asset Management
Connecticut
$15.4M -$186K -5,976 -1%
WAM
802
Winslow Asset Management
Ohio
$15.3M -$622K -19,980 -4%
MSR
803
Main Street Research
Connecticut
$15.3M +$386K +12,408 +3%
KPCM
804
Kings Point Capital Management
New York
$15.2M -$2.92M -93,732 -16%
WP
805
WealthPLAN Partners
Nebraska
$15.2M +$15.2M +489,156 New
YIA
806
YHB Investment Advisors
Connecticut
$15.2M +$48.3K +1,552 +0.3%
BII
807
Bainco International Investors
Massachusetts
$15.2M +$797K +25,620 +6%
VIA
808
Vantage Investment Advisors
Pennsylvania
$15.2M +$7.27M +233,644 +92%
GGHC
809
Gilder Gagnon Howe & Co
New York
$15.2M +$212K +6,820 +1%
DA
810
Dillon & Associates
Michigan
$15.1M +$57.9K +1,868 +0.4%
BHIA
811
Birch Hill Investment Advisors
Massachusetts
$15.1M -$312K -10,036 -2%
CAM
812
Cypress Asset Management
Texas
$15.1M -$779K -25,032 -5%
GJCM
813
Grand Jean Capital Management
California
$15.1M -$435K -13,976 -3%
CAI
814
Capital Advisors Inc
Oklahoma
$15M +$904K +29,052 +6%
TCM
815
TimesSquare Capital Management
New York
$14.9M +$4.11M +132,120 +38%
BFO
816
Boston Family Office
Massachusetts
$14.9M -$184K -5,900 -1%
SAM
817
Symphony Asset Management
California
$14.9M -$726K -23,328 -5%
VFAM
818
Valley Forge Asset Management
Pennsylvania
$14.9M -$576K -18,508 -4%
LIM
819
Leavell Investment Management
Alabama
$14.9M -$187K -5,996 -1%
WSTAM
820
Wilbanks Smith & Thomas Asset Management
Virginia
$14.8M -$69.2K -2,224 -0.5%
RCP
821
Rothschild Capital Partners
New York
$14.8M – – –
GC
822
Grimes & Company
Massachusetts
$14.7M +$222K +7,124 +2%
GIA
823
Granite Investment Advisors
New Hampshire
$14.7M -$4.54M -146,068 -24%
PWM
824
Perigon Wealth Management
California
$14.7M +$87.7K +2,820 +0.6%
UPA
825
Union Point Advisors
California
$14.6M +$727K +23,364 +5%
31 32
33
34 35