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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 %
PSI
851
Pinnacle Summer Investments
Virginia
$11.9M -$1.42M -56,552 -11%
MSR
852
Main Street Research
Connecticut
$11.8M +$2.1M +83,512 +22%
M
853
MOTCO
Texas
$11.7M +$294K +11,660 +3%
ACP
854
Aviance Capital Partners
Florida
$11.7M -$179K -7,108 -2%
PAM
855
Private Asset Management
California
$11.7M +$871K +34,584 +8%
GC
856
Grimes & Company
Massachusetts
$11.7M -$1.03M -40,720 -8%
WS
857
Wedbush Securities
California
$11.7M +$1.51M +60,116 +15%
LWM
858
Lyons Wealth Management
Florida
$11.7M -$79.9K -3,172 -0.7%
RSS
859
Rosenblum Silverman Sutton
California
$11.6M +$146K +5,780 +1%
PWM
860
Perigon Wealth Management
California
$11.6M -$208K -8,268 -2%
BII
861
Bainco International Investors
Massachusetts
$11.6M +$118K +4,680 +1%
HI
862
Hendershot Investments
Virginia
$11.6M -$136K -5,408 -1%
UOC
863
UBS O'Connor
Illinois
$11.6M -$10.1M -401,140 -47%
KJHP
864
K.J. Harrison & Partners
Ontario, Canada
$11.5M +$28.2K +1,120 +0.2%
DAM
865
Doheny Asset Management
California
$11.5M -$280K -11,120 -2%
SI
866
SII Investments
Wisconsin
$11.5M +$488K +19,396 +4%
SCI
867
S&CO Inc
Massachusetts
$11.5M – – –
PWM
868
Patriot Wealth Management
Texas
$11.5M +$307K +12,200 +3%
CTA
869
Chesley Taft & Associates
Illinois
$11.5M -$270K -10,704 -2%
BPCE
870
Bank Pictet & Cie (Europe)
Germany
$11.5M +$2.19M +86,984 +24%
VFAM
871
Valley Forge Asset Management
Pennsylvania
$11.4M -$1.95M -77,336 -15%
WDA
872
Wendell David Associates
New Hampshire
$11.4M +$227K +8,972 +2%
RC
873
Roundview Capital
New Jersey
$11.3M +$857K +34,020 +8%
SRF
874
Silver Rock Financial
California
$11.3M – – –
MCM
875
Mazama Capital Management
Oregon
$11.3M +$1.51M +60,056 +16%
33 34
35
36 37