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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
PPCM
876
Pillar Pacific Capital Management
California
$14.1M +$761K +20,572 +6%
JIC
877
Joel Isaacson & Co
New York
$14M -$55.6K -1,504 -0.4%
NC
878
NBW Capital
Massachusetts
$14M -$754K -20,408 -5%
KCM
879
Kanawha Capital Management
Virginia
$14M -$269K -7,288 -2%
SCI
880
S&CO Inc
Massachusetts
$14M
NSIM
881
North Star Investment Management
Illinois
$14M +$264K +7,148 +2%
VKH
882
Virtu KCG Holdings
New York
$13.9M +$5.52M +149,204 +63%
EFS
883
Essex Financial Services
Connecticut
$13.9M +$858K +23,196 +6%
LCM
884
Lionstone Capital Management
New York
$13.9M
SGCA
885
Steel Grove Capital Advisors
Tennessee
$13.8M +$1.27M +34,472 +10%
SI
886
SII Investments
Wisconsin
$13.8M -$972K -26,284 -6%
GCM
887
Grisanti Capital Management
New York
$13.8M -$3.97M -107,512 -22%
VFA
888
Voya Financial Advisors
Connecticut
$13.8M -$1.12M -30,232 -7%
TBA
889
Train Babcock Advisors
New York
$13.8M -$304K -8,232 -2%
AAM
890
Aureus Asset Management
Massachusetts
$13.7M -$123K -3,336 -0.9%
SSA
891
South Street Advisors
New York
$13.7M -$156K -4,220 -1%
PA
892
Parallel Advisors
California
$13.7M -$125K -3,380 -0.9%
HCMT
893
Highland Capital Management (Texas)
Texas
$13.6M +$8.09M +218,800 +137%
BFA
894
Beaumont Financial Advisors
Massachusetts
$13.6M +$296K +8,012 +2%
AP
895
Archon Partners
New Jersey
$13.6M
BIM
896
Bridgecreek Investment Management
Oklahoma
$13.6M +$5.18K +140 +0%
GIP
897
Greatmark Investment Partners
Georgia
$13.6M -$214K -5,780 -2%
CAM
898
Close Asset Management
United Kingdom
$13.6M -$1.19M -32,092 -8%
TWA
899
TCI Wealth Advisors
Arizona
$13.5M -$253K -6,852 -2%
HAG
900
HighPoint Advisor Group
Illinois
$13.5M

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.