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Apple
AAPL

Overview Fund Activity

2,302 hedge funds and large institutions have $360B invested in Apple in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 1,137 increasing their positions, 932 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-30
Holders Change %
-1.29%
% of All Funds
64.34%
Holding in Top 10
1,154
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-4.94%
% of All Funds
32.25%
New
84
Increased
1,137
Reduced
932
Closed
91
Calls
$15B
Puts
$17.4B
Net Calls
-$2.33B
Net Calls Change
+$1.29B

Top Buyers

1
IC
Icahn Carl
Florida
+$5.82B
2
SG Americas Securities
SG Americas Securities
New York
+$941M
3
Bank of America
Bank of America
North Carolina
+$885M
4
GC
Greenlight Capital
New York
+$424M
5
BA
BlackRock Advisors
Delaware
+$398M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.65B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.47B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$882M
4
Deutsche Bank
Deutsche Bank
Germany
-$871M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
826
Perigon Wealth Management
California
$12.6M -$131K -4,736 -1%
CIS
827
Connors Investor Services
Pennsylvania
$12.6M +$217K +7,868 +2%
LPU
828
Lansdowne Partners (UK)
United Kingdom
$12.6M +$12.6M +456,308 New
PWAP
829
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$12.6M +$192K +6,960 +2%
IA
830
Icon Advisers
Colorado
$12.6M – – –
VCM
831
Vigilant Capital Management
Maine
$12.5M -$70.9K -2,572 -0.6%
RA
832
Royce & Associates
New York
$12.5M +$77.2K +2,800 +0.6%
AF
833
Arrow Financial
New York
$12.5M +$1.1M +39,792 +10%
BAM
834
Baring Asset Management
United Kingdom
$12.4M +$2.69M +97,532 +28%
RC
835
Roundview Capital
New Jersey
$12.4M +$252K +9,132 +2%
DAM
836
Doheny Asset Management
California
$12.4M -$656K -23,796 -5%
ZAM
837
Zevin Asset Management
Massachusetts
$12.4M +$11.2M +405,596 +942%
ASN
838
Advisory Services Network
Georgia
$12.4M +$1.47M +53,316 +13%
JWBC
839
J.W. Burns & Co
New York
$12.3M +$519K +18,816 +4%
AP
840
Atwood & Palmer
Missouri
$12.3M +$4.66M +169,028 +61%
ELC
841
Edgar Lomax Company
Virginia
$12.3M -$430K -15,600 -3%
WAS
842
Winch Advisory Services
Wisconsin
$12.3M +$34.1K +1,236 +0.3%
LWCA
843
Locust Wood Capital Advisers
New York
$12.3M -$109K -3,940 -0.9%
MAM
844
Mizuho Asset Management
Japan
$12.3M -$190K -6,884 -2%
SCA
845
Stonebridge Capital Advisors
Minnesota
$12.3M -$81.3K -2,948 -0.7%
FWM
846
Frontier Wealth Management
Missouri
$12.1M +$2.49M +90,408 +26%
WCP
847
Welch Capital Partners
New York
$12.1M +$9.68M +350,876 +407%
HTHT
848
Hemenway Trust Hemenway Trust
New Hampshire
$12M +$451K +16,352 +4%
ZAM
849
Zenit Asset Management
Sweden
$12M +$12M +432,000 New
BFO
850
Boston Family Office
Massachusetts
$12M -$375K -13,592 -3%
32 33
34
35 36