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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 %
BA
801
Bridgewater Associates
Connecticut
$11.6M +$1.45M +60,800 +14%
TAM
802
Trillium Asset Management
Massachusetts
$11.6M -$6.66M -278,528 -37%
BOH
803
Bank of Hawaii
Hawaii
$11.5M -$615K -25,744 -5%
SSWM
804
Smith Salley Wealth Management
North Carolina
$11.5M +$1.18M +49,416 +11%
BIA
805
Biondo Investment Advisors
Pennsylvania
$11.5M +$438K +18,328 +4%
ECM
806
Estabrook Capital Management
New York
$11.4M -$729K -30,508 -6%
HTHT
807
Hemenway Trust Hemenway Trust
New Hampshire
$11.4M +$417K +17,460 +4%
MC
808
Middleton & Co
Massachusetts
$11.4M -$1.46M -60,980 -11%
CIP
809
Convergence Investment Partners
Florida
$11.4M -$1.21M -50,420 -10%
TBA
810
Train Babcock Advisors
New York
$11.4M +$1.77M +73,988 +18%
MAM
811
Mizuho Asset Management
Japan
$11.4M +$2.03M +84,888 +22%
KFS
812
Kurt F. Somerville
$11.4M +$563K +23,556 +5%
CTA
813
Colonial Trust Advisors
South Carolina
$11.4M -$123K -5,152 -1%
AP
814
Atwood & Palmer
Missouri
$11.3M -$3.92K -164 -0%
QIM
815
Quantitative Investment Management
Virginia
$11.3M +$11.3M +473,600 New
BAM
816
Baring Asset Management
United Kingdom
$11.3M – – –
EA
817
Euclid Advisors
Connecticut
$11.2M -$18.6M -778,000 -62%
CFA
818
Carroll Financial Associates
North Carolina
$11.1M +$906K +37,892 +9%
FCM
819
Fairbanks Capital Management
California
$11.1M +$11.1M +465,948 New
GA
820
GFS Advisors
Texas
$11.1M -$44.5K -1,860 -0.4%
GIM
821
Goelzer Investment Management
Indiana
$11.1M -$388K -16,216 -3%
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.1M +$2.65M +110,768 +31%
ECM
823
Everence Capital Management
Indiana
$11.1M +$725K +30,320 +7%
CA
824
Callahan Advisors
Texas
$11.1M +$777K +32,532 +8%
WDA
825
Wendell David Associates
New Hampshire
$11.1M -$110K -4,588 -1%
31 32
33
34 35