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2,296 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, 839 increasing their positions, 1,035 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 68

12% more funds holding in top 10

Funds holding in top 10: 1,034 → 1,154 (+120)

10% more capital invested

Capital invested by funds: $360B → $397B (+$36.7B)

8% more funds holding

Funds holding: 2,125 → 2,296 (+171)

19% less repeat investments, than reductions

Existing positions increased: 839 | Existing positions reduced: 1,035

38% less call options, than puts

Call options by funds: $16.6B | Put options by funds: $26.6B

Holders
2,296
Holders Change
+171
Holders Change %
+8.05%
% of All Funds
61.21%
Holding in Top 10
1,154
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.61%
% of All Funds
30.77%
New
263
Increased
839
Reduced
1,035
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$589M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$563M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$541M
4
MTIM
Marathon Trading Investment Management
Pennsylvania
+$485M
5
JP Morgan Chase
JP Morgan Chase
New York
+$485M

Top Sellers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.36B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.46B
4
Goldman Sachs
Goldman Sachs
New York
-$1.25B
5
Invesco
Invesco
Georgia
-$847M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
901
Fuller & Thaler Asset Management
California
$11.8M -$2.73M -100,400 -19%
MHIC
902
Marble Harbor Investment Counsel
Massachusetts
$11.7M -$265K -9,752 -2%
RCM
903
RNC Capital Management
California
$11.7M +$182K +6,704 +2%
BC
904
Brookfield Corp
Ontario, Canada
$11.7M – – –
AF
905
Arrow Financial
New York
$11.7M +$167K +6,120 +1%
WB
906
Webster Bank
Connecticut
$11.6M -$144K -5,276 -1%
PDN
907
Pensionfund DSM Netherlands
Netherlands
$11.6M – – –
SRF
908
Silver Rock Financial
California
$11.5M -$871K -32,000 -7%
P
909
Pitcairn
Pennsylvania
$11.4M +$91.5K +3,364 +0.8%
TBA
910
Tower Bridge Advisors
Pennsylvania
$11.4M -$40.8K -1,500 -0.4%
KFC
911
Klingenstein Fields & Co
New York
$11.3M +$2.47M +90,936 +29%
SAM
912
Shikiar Asset Management
New York
$11.3M +$574K +21,100 +5%
GLAM
913
Gardner Lewis Asset Management
Pennsylvania
$11.3M -$547K -20,100 -5%
FNB
914
First Niagara Bank
New York
$11.2M -$498K -18,288 -4%
EWM
915
Endurance Wealth Management
Rhode Island
$11.2M -$184K -6,776 -2%
CTA
916
Colonial Trust Advisors
South Carolina
$11.2M -$2.94M -108,048 -21%
PC
917
Passport Capital
California
$11.2M +$5.33M +195,800 +94%
CCA
918
Cobblestone Capital Advisors
New York
$11.2M -$195K -7,156 -2%
BHA
919
Beech Hill Advisors
New York
$11.2M +$635K +23,332 +6%
AC
920
Ascend Capital
California
$11.1M +$11M +403,152 New
BI
921
Boulegeris Investments
Georgia
$11.1M +$72.8K +2,676 +0.7%
MF
922
Magnetar Financial
Illinois
$11.1M +$7.23M +265,712 +197%
SCM
923
Snow Capital Management
Pennsylvania
$11M -$2.22M -81,600 -17%
ICM
924
ICC Capital Management
Florida
$11M +$10.2K +376 +0.1%
MC
925
Maplelane Capital
New York
$11M +$10.7M +392,000 +4,898%
35 36
37
38 39

AAPL Hedge Fund Activity: Q4 2014 in Review

2,296 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2014, worth a combined $397B — up 10% from $360B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new AAPL positions and 68 closed out — a net gain of 195 holders — while 839 added to existing stakes and 1,035 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $589M. The largest seller was Icahn Carl, exiting entirely with an estimated $5.32B sold.

  • 2,296 institutional investors held Apple (AAPL) as of Q4 2014, up from 2,125 in Q3 2014.
  • Funds reported $397B of Apple stock for Q4 2014, up 10% quarter-over-quarter.
  • 263 funds opened new Apple positions in Q4 2014 and 68 closed out, a net change of +195 holders.
  • The largest Apple buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $589M added.
  • The largest Apple seller in Q4 2014 was Icahn Carl, an estimated $5.32B sold.

Based on aggregated 13F filings for Q4 2014.