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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
QI
851
Quotient Investors
New York
$13.1M – – –
RCP
852
Rothschild Capital Partners
New York
$13.1M – – –
PWAP
853
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$13.1M -$229K -8,300 -2%
SFU
854
Stonehage Fleming (UK)
United Kingdom
$13M -$124K -4,496 -0.9%
SSWM
855
Smith Salley Wealth Management
North Carolina
$13M -$2.2M -79,876 -14%
SCA
856
Stonebridge Capital Advisors
Minnesota
$13M -$131K -4,756 -1%
DAM
857
Doheny Asset Management
California
$13M +$384K +13,920 +3%
SIG
858
Schooner Investment Group
Pennsylvania
$13M +$3.12M +114,000 +32%
PWM
859
Perigon Wealth Management
California
$12.9M +$217K +7,864 +2%
ACM
860
Argentus Capital Management
Texas
$12.9M -$1.67M -60,348 -11%
CCM
861
Cupps Capital Management
Illinois
$12.9M -$203K -7,344 -2%
GC
862
Grimes & Company
Massachusetts
$12.9M +$53.3K +1,932 +0.4%
PWM
863
Patriot Wealth Management
Texas
$12.8M +$171K +6,204 +1%
BII
864
Bainco International Investors
Massachusetts
$12.7M +$54.5K +1,976 +0.4%
LWM
865
Lyons Wealth Management
Florida
$12.7M -$50.2K -1,820 -0.4%
LOAMU
866
Lombard Odier Asset Management (USA)
New York
$12.7M -$617K -22,356 -5%
ECM
867
Evergreen Capital Management
Washington
$12.7M -$24K -952 -0.2%
ELC
868
Edgar Lomax Company
Virginia
$12.6M +$12.6M +457,160 New
SCI
869
S&CO Inc
Massachusetts
$12.6M – – –
SI
870
SII Investments
Wisconsin
$12.6M -$18.3K -664 -0.1%
ACP
871
Aviance Capital Partners
Florida
$12.6M -$277K -10,044 -2%
BST
872
Bath Savings Trust
Maine
$12.5M +$344K +12,448 +3%
CAI
873
Capital Advisors Inc
Oklahoma
$12.5M +$498K +18,040 +4%
WS
874
Wedbush Securities
California
$12.5M -$328K -11,900 -3%
ZA
875
Zweig Advisers
Connecticut
$12.5M -$2M -72,400 -14%
33 34
35
36 37