AAPL icon

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 %
JMFC
876
J.M. Forbes & Co
Massachusetts
$12.5M +$50.1K +1,644 +0.4%
WDA
877
Wendell David Associates
New Hampshire
$12.5M +$59.4K +2,160 +0.5%
M
878
MOTCO
Texas
$12.5M -$386K -13,984 -3%
FNT
879
First National Trust
Pennsylvania
$12.4M +$704K +25,504 +6%
RSS
880
Rosenblum Silverman Sutton
California
$12.4M -$372K -13,484 -3%
UPA
881
Union Point Advisors
California
$12.3M +$777K +28,144 +7%
IIA
882
IPG Investment Advisors
California
$12.3M -$767K -27,808 -6%
CM
883
Churchill Management
California
$12.2M -$1.02M -37,136 -8%
TWA
884
TCI Wealth Advisors
Arizona
$12.2M -$1.73M -62,592 -12%
PSI
885
Pinnacle Summer Investments
Virginia
$12.1M -$1.61M -55,380 -12%
LG
886
Leuthold Group
Minnesota
$12M -$2.34M -84,664 -16%
FAT
887
First American Trust
California
$12M -$1.24M -44,964 -9%
GCA
888
Greenwood Capital Associates
South Carolina
$12M -$293K -10,616 -2%
VCM
889
Vigilant Capital Management
Maine
$12M -$143K -5,188 -1%
ECM
890
Everence Capital Management
Indiana
$12M +$170K +6,160 +1%
CC
891
Cannell & Co
New York
$11.9M -$1.97M -71,500 -14%
BPCE
892
Bank Pictet & Cie (Europe)
Germany
$11.9M -$622K -22,552 -5%
Hudson Bay Capital Management
893
Hudson Bay Capital Management
Connecticut
$11.9M +$11.9M +432,000 New
PAM
894
Private Asset Management
California
$11.9M -$939K -34,032 -7%
TBA
895
Train Babcock Advisors
New York
$11.9M -$5.58M -202,324 -32%
CIP
896
Convergence Investment Partners
Florida
$11.9M -$1.52M -55,216 -11%
JWBC
897
J.W. Burns & Co
New York
$11.9M -$103K -3,748 -0.9%
KIA
898
King Investment Advisors
Texas
$11.9M +$101K +3,656 +0.9%
BMO
899
Beck Mack & Oliver
New York
$11.8M -$143K -5,192 -1%
Fuller & Thaler Asset Management
900
Fuller & Thaler Asset Management
California
$11.8M -$2.77M -100,400 -19%
34 35
36
37 38