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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
FLII
826
First Long Island Investors
New York
$15.3M +$445K +12,040 +3%
CIA
827
CCM Investment Advisers
South Carolina
$15.3M -$2.82M -76,388 -15%
HCM
828
Herndon Capital Management
Georgia
$15.3M -$7.95M -215,004 -34%
FCBT
829
First Citizens Bank & Trust
North Carolina
$15.3M -$4M -108,220 -20%
MC
830
Middleton & Co
Massachusetts
$15.2M +$619K +16,744 +4%
LFAS
831
Level Four Advisory Services
Texas
$15.2M -$2.96M -80,000 -16%
SAM
832
Sompo Asset Management
Japan
$15.2M -$6.45M -174,360 -29%
DBT
833
Dubuque Bank & Trust
Iowa
$15.2M -$999K -27,020 -6%
AI
834
Atria Investments
North Carolina
$15.1M -$535K -14,484 -3%
MWNA
835
Marshall Wace North America
New York
$15.1M +$1.25M +33,696 +9%
SCA
836
Stillwater Capital Advisors
Pennsylvania
$15.1M +$54.4K +1,472 +0.4%
OWD
837
Osborn Williams & Donohoe
Ohio
$15.1M -$112K -3,040 -0.7%
BAC
838
Boys Arnold & Co
North Carolina
$15.1M -$268K -7,240 -2%
PHAM
839
Portland Hill Asset Management
United Kingdom
$15.1M -$656K -17,740 -4%
ECM
840
Estabrook Capital Management
New York
$15M -$580K -15,680 -4%
VCM
841
Vision Capital Management
Oregon
$15M -$1.62M -43,772 -10%
Fuller & Thaler Asset Management
842
Fuller & Thaler Asset Management
California
$15M -$1.12M -30,180 -7%
CA
843
Cornerstone Advisors
North Carolina
$15M
PWM
844
Patriot Wealth Management
Texas
$14.9M +$493K +13,336 +3%
LCP
845
LGT Capital Partners
Switzerland
$14.9M -$407K -11,000 -3%
CHAM
846
Clear Harbor Asset Management
Connecticut
$14.9M -$301K -8,152 -2%
MAM
847
Mastrapasqua Asset Management
Tennessee
$14.9M -$902K -24,400 -6%
MG
848
Markel Group
Virginia
$14.8M +$1.92M +52,000 +14%
RFA
849
Reilly Financial Advisors
California
$14.8M -$2.32M -62,732 -13%
FM
850
Family Management
New York
$14.8M -$1.95M -52,680 -11%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.