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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 %
CCM
826
Compton Capital Management
Rhode Island
$12.5M -$355K -14,092 -3%
NSAM
827
North Star Asset Management
Wisconsin
$12.4M +$85.8K +3,408 +0.7%
MWP
828
MYCIO Wealth Partners
Pennsylvania
$12.4M +$292K +11,588 +2%
WSTAM
829
Wilbanks Smith & Thomas Asset Management
Virginia
$12.4M -$140K -5,548 -1%
MC
830
MIG Capital
California
$12.4M -$6.37M -252,800 -34%
BFO
831
Boston Family Office
Massachusetts
$12.4M -$259K -10,284 -2%
FLII
832
First Long Island Investors
New York
$12.2M +$89.7K +3,560 +0.7%
CIP
833
Convergence Investment Partners
Florida
$12.2M -$3.45M -137,164 -22%
AAM
834
Aureus Asset Management
Massachusetts
$12.2M -$49.4K -1,960 -0.4%
LNWWM
835
Laird Norton Wetherby Wealth Management
California
$12.2M +$524K +20,792 +4%
YIA
836
YHB Investment Advisors
Connecticut
$12.2M +$73.7K +2,928 +0.6%
GJCM
837
Grand Jean Capital Management
California
$12.2M -$4.71M -186,844 -28%
PWAP
838
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$12.2M -$214K -8,496 -2%
LOAMU
839
Lombard Odier Asset Management (USA)
New York
$12.2M +$1.58M +62,740 +15%
DA
840
Dillon & Associates
Michigan
$12.1M +$170K +6,720 +1%
SCM
841
Snow Capital Management
Pennsylvania
$12.1M -$7.05K -280 -0.1%
FAT
842
First American Trust
California
$12.1M -$1.84M -72,860 -13%
CM
843
Churchill Management
California
$12.1M +$1.26M +50,204 +12%
HJMC
844
Hellman Jordan Management Company
Massachusetts
$12M -$501K -19,904 -4%
SFU
845
Stonehage Fleming (UK)
United Kingdom
$12M -$1.81M -71,720 -13%
SCA
846
Stonebridge Capital Advisors
Minnesota
$12M -$239K -9,488 -2%
CCM
847
Cupps Capital Management
Illinois
$12M -$648K -25,724 -5%
QI
848
Quotient Investors
New York
$12M +$363K +14,400 +3%
RCP
849
Rothschild Capital Partners
New York
$12M +$3.33M +132,264 +39%
IIA
850
IPG Investment Advisors
California
$11.9M -$4.24M -168,424 -26%
32 33
34
35 36