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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
876
Formidable Asset Management
Ohio
$15.1M -$83.8K -1,996 -0.6%
ACC
877
Accident Compensation Corp
New Zealand
$15.1M -$719K -17,140 -5%
EWM
878
Edge Wealth Management
New York
$15M -$1.88M -44,864 -11%
CWM
879
Cornerstone Wealth Management
Missouri
$15M -$409K -9,784 -3%
SAM
880
Shikiar Asset Management
New York
$15M +$20.3K +484 +0.1%
MIA
881
MainStreet Investment Advisors
Illinois
$15M +$192K +4,568 +1%
AC
882
Alexandria Capital
Virginia
$15M -$632K -15,072 -4%
AC
883
Avenir Corporation
Virginia
$15M -$2.01M -47,932 -12%
MLL
884
Moody Lynn & Lieberson
Massachusetts
$15M +$637K +15,184 +4%
FHA
885
First Horizon Advisors
Tennessee
$14.9M +$51.2K +1,208 +0.3%
LNC
886
Lincoln National Corp
Pennsylvania
$14.8M -$8.93M -212,784 -38%
PAM
887
Palisade Asset Management
Minnesota
$14.8M +$766K +18,268 +5%
HB
888
Homrich & Berg
Georgia
$14.8M +$1.31M +31,224 +10%
MIH
889
Madison Investment Holdings
Wisconsin
$14.8M -$17.3M -411,496 -54%
AC
890
AFAM Capital
Texas
$14.7M +$93.8K +2,236 +0.6%
UBV
891
United Bank (Virginia)
Virginia
$14.7M -$589K -14,052 -4%
ECM
892
Evergreen Capital Management
Washington
$14.7M +$1.19M +28,332 +9%
WSCM
893
Wellington Shields Capital Management
New York
$14.7M -$141K -3,356 -0.9%
MFBTD
894
MB Financial Bank - Trust Department
Illinois
$14.6M -$2.15M -51,240 -13%
Jones Financial Companies
895
Jones Financial Companies
Missouri
$14.6M -$2.61M -62,256 -15%
PWM
896
Perigon Wealth Management
California
$14.6M +$1.08M +25,796 +8%
CIA
897
Capital Investment Advisors
Georgia
$14.5M +$956K +22,792 +7%
Hudson Bay Capital Management
898
Hudson Bay Capital Management
Connecticut
$14.5M +$12.5M +299,200 +637%
Carson Wealth (CWM LLC)
899
Carson Wealth (CWM LLC)
Nebraska
$14.5M +$1.9M +45,304 +15%
LP
900
LMR Partners
United Kingdom
$14.5M – – –
34 35
36
37 38