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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 %
JMH
876
J.M. Hartwell
New York
$11.2M +$1.68M +66,740 +18%
GCA
877
Greenwood Capital Associates
South Carolina
$11.2M -$65.4K -2,596 -0.6%
LOCB
878
Lombard Odier & Cie (Bahamas)
Bahamas
$11.2M -$3.87M -153,600 -26%
FA
879
FDx Advisors
Illinois
$11.1M -$517K -20,512 -4%
BST
880
Bath Savings Trust
Maine
$11.1M +$342K +13,596 +3%
DPIM
881
Duff & Phelps Investment Management
Illinois
$11.1M -$973K -38,640 -8%
VCM
882
Vigilant Capital Management
Maine
$11.1M -$370K -14,696 -3%
PAM
883
PartnerRe Asset Management
Connecticut
$11M -$1.88M -74,464 -15%
CAI
884
Capital Advisors Inc
Oklahoma
$11M -$3.77M -149,728 -26%
MHIC
885
Marble Harbor Investment Counsel
Massachusetts
$11M -$25.7K -1,020 -0.2%
ECM
886
Everence Capital Management
Indiana
$11M -$488K -19,040 -4%
JWBC
887
J.W. Burns & Co
New York
$10.9M -$286K -11,364 -3%
BIM
888
Bridgecreek Investment Management
Oklahoma
$10.9M +$36.3K +1,440 +0.3%
BMO
889
Beck Mack & Oliver
New York
$10.9M -$235K -9,332 -2%
BRWA
890
B. Riley Wealth Advisors
Florida
$10.9M -$22.7M -928,096 -68%
GLAM
891
Gardner Lewis Asset Management
Pennsylvania
$10.8M -$1.3M -51,592 -11%
HC
892
Hourglass Capital
Texas
$10.8M -$420K -16,684 -4%
WB
893
Webster Bank
Connecticut
$10.8M -$345K -13,704 -3%
FNB
894
First Niagara Bank
New York
$10.7M -$339K -13,464 -3%
FNT
895
First National Trust
Pennsylvania
$10.7M +$606K +24,068 +6%
KIA
896
King Investment Advisors
Texas
$10.7M +$899K +35,704 +9%
GGHC
897
Gilder Gagnon Howe & Co
New York
$10.7M +$7.07M +280,588 +196%
BC
898
Brookfield Corp
Ontario, Canada
$10.6M – – –
TA
899
TBP Advisors
New York
$10.6M -$1.43M -56,812 -12%
CAM
900
Chesapeake Asset Management
New York
$10.6M -$1.18M -46,864 -10%
34 35
36
37 38