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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 %
HRIA
901
Haberer Registered Investment Advisor
Ohio
$10.6M -$1.28M -50,896 -11%
PDN
902
Pensionfund DSM Netherlands
Netherlands
$10.6M – – –
FSA
903
Financial Sense Advisors
California
$10.6M -$149K -5,912 -1%
UPA
904
Union Point Advisors
California
$10.6M -$3.77M -149,488 -26%
DBT
905
Dubuque Bank & Trust
Iowa
$10.5M -$914K -36,300 -8%
RCM
906
RNC Capital Management
California
$10.5M -$703K -27,920 -6%
MSU
907
Mizuho Securities USA
New York
$10.5M +$9.75M +386,940 +1,281%
AF
908
Arrow Financial
New York
$10.5M +$526K +20,892 +5%
EWM
909
Endurance Wealth Management
Rhode Island
$10.4M +$24.9K +988 +0.2%
TBA
910
Tower Bridge Advisors
Pennsylvania
$10.4M +$98.6K +3,916 +1%
CCA
911
Cobblestone Capital Advisors
New York
$10.4M -$304K -12,056 -3%
NEAM
912
New England Asset Management
Connecticut
$10.3M -$317K -12,600 -3%
PIM
913
Progressive Investment Management
Oregon
$10.3M – – –
BCM
914
Buckhead Capital Management
Georgia
$10.3M -$2.16M -85,696 -17%
FAAM
915
First Allied Asset Management
California
$10.3M +$10.3M +406,972 New
CFA
916
Carroll Financial Associates
North Carolina
$10.3M -$1.37M -49,988 -12%
P
917
Pitcairn
Pennsylvania
$10.3M -$2.04M -81,168 -17%
JMFC
918
J.M. Forbes & Co
Massachusetts
$10.2M -$69.8K -2,772 -0.7%
WA
919
WFG Advisors
Texas
$10.2M +$157K +6,216 +2%
WF
920
WealthTrust Fairport
Ohio
$10.1M -$114K -4,524 -1%
CA
921
Callahan Advisors
Texas
$10.1M -$58K -2,304 -0.6%
KCM
922
Kanawha Capital Management
Virginia
$10.1M -$44K -1,748 -0.4%
DCM
923
Dorsal Capital Management
California
$10.1M -$15.1M -600,000 -60%
CL
924
CIM LLC
New York
$10.1M +$68.9K +2,736 +0.7%
ICM
925
ICC Capital Management
Florida
$10.1M -$6.1M -242,072 -38%
35 36
37
38 39