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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAI
801
General American Investors
New York
$14.4M – – –
CAM
802
Carret Asset Management
New York
$14.3M -$702K -24,228 -5%
CA
803
Callahan Advisors
Texas
$14.3M +$300K +10,364 +2%
LFAS
804
Level Four Advisory Services
Texas
$14.3M +$14.3M +492,696 New
RCM
805
Riverhead Capital Management
Delaware
$14.2M -$5.35M -184,944 -27%
HC
806
Hawkins Capital
Texas
$14.2M -$46.3K -1,600 -0.3%
SSWM
807
Smith Salley Wealth Management
North Carolina
$14.2M +$128K +4,408 +0.9%
DBT
808
Dubuque Bank & Trust
Iowa
$14.2M +$489K +16,884 +4%
RFA
809
Reilly Financial Advisors
California
$14.1M -$1.11M -38,216 -7%
FBP
810
Flippin Bruce & Porter
Virginia
$14.1M +$610K +21,056 +5%
BOH
811
Bank of Hawaii
Hawaii
$14M +$60.1K +2,076 +0.4%
CHA
812
Cedar Hill Associates
Illinois
$14M -$89.2K -3,080 -0.6%
AP
813
Atwood & Palmer
Missouri
$14M +$306K +10,572 +2%
ECAM
814
East Coast Asset Management
Massachusetts
$14M +$8.82M +304,552 +170%
FM
815
Family Management
New York
$14M -$403K -13,928 -3%
AssetMark Inc
816
AssetMark Inc
California
$14M +$1.29M +44,468 +10%
VFA
817
Voya Financial Advisors
Connecticut
$13.9M +$1.11M +37,920 +9%
GC
818
Grimes & Company
Massachusetts
$13.9M +$252K +8,720 +2%
VHAM
819
Van Hulzen Asset Management
California
$13.9M +$567K +19,584 +4%
NSAM
820
North Star Asset Management
Wisconsin
$13.9M -$108K -3,744 -0.8%
CCM
821
Chickasaw Capital Management
Tennessee
$13.9M -$278K -9,584 -2%
HCM
822
Horan Capital Management
Maryland
$13.7M +$749K +25,856 +6%
FCM
823
Fairbanks Capital Management
California
$13.7M +$522K +18,040 +4%
UAS
824
United Asset Strategies
New York
$13.6M +$3.84M +132,556 +39%
DA
825
Dillon & Associates
Michigan
$13.6M -$76.4K -2,636 -0.6%
31 32
33
34 35