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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 %
WCP
826
Welch Capital Partners
New York
$11M +$4.47M +187,008 +68%
WIC
827
Willis Investment Counsel
Georgia
$11M +$11M +458,400 New
DBT
828
Dubuque Bank & Trust
Iowa
$10.9M -$527K -22,068 -5%
CHAM
829
Clear Harbor Asset Management
Connecticut
$10.9M -$12.4K -520 -0.1%
LRPA
830
L. Roy Papp & Associates
Arizona
$10.9M +$139K +5,832 +1%
CC
831
Cadinha & Co
Hawaii
$10.9M +$248K +10,368 +2%
ZAM
832
Zevin Asset Management
Massachusetts
$10.8M -$217K -9,060 -2%
CRM
833
Cramer Rosenthal McGlynn
Connecticut
$10.8M +$10.8M +451,592 New
LWM
834
Lyons Wealth Management
Florida
$10.8M +$48.9K +2,044 +0.5%
AC
835
Addenda Capital
Quebec, Canada
$10.8M -$588K -24,592 -5%
TC
836
Telemus Capital
Michigan
$10.7M -$615K -25,744 -5%
JWBC
837
J.W. Burns & Co
New York
$10.7M +$115K +4,828 +1%
GL
838
Globe Life
Texas
$10.7M – – –
CC
839
Courier Capital
New York
$10.7M -$378K -15,808 -3%
FBP
840
Flippin Bruce & Porter
Virginia
$10.6M +$3.23M +135,180 +44%
HMS
841
Hanseatic Management Services
New Mexico
$10.6M -$909K -38,020 -8%
CCM
842
Compton Capital Management
Rhode Island
$10.6M -$156K -6,508 -1%
SWM
843
SVA Wealth Management
Wisconsin
$10.6M +$4.21K +176 +0%
KCM
844
Kanawha Capital Management
Virginia
$10.6M +$1.31M +54,860 +14%
SSA
845
South Street Advisors
New York
$10.6M +$15.1K +632 +0.1%
HR
846
Howe & Rusling
New York
$10.5M -$169K -7,052 -2%
MHAM
847
Monroe Hall Asset Management
New York
$10.5M -$25.3M -1,059,056 -71%
AF
848
Arrow Financial
New York
$10.5M -$70.7K -2,960 -0.7%
OAM
849
Origin Asset Management
United Kingdom
$10.5M -$95.6K -4,000 -0.9%
WB
850
Webster Bank
Connecticut
$10.5M +$311K +13,016 +3%
32 33
34
35 36