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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
WSCM
901
Wellington Shields Capital Management
New York
$13.5M -$456K -12,344 -3%
FL
902
Fort LP
Maryland
$13.5M +$518K +14,008 +4%
WAM
903
Wealthspire Advisors (Maryland)
Maryland
$13.5M +$3.79M +102,596 +38%
CAM
904
Capco Asset Management
Florida
$13.5M +$25.1K +680 +0.2%
RCM
905
RNC Capital Management
California
$13.5M +$285K +7,708 +2%
CAM
906
Columbia Asset Management
Michigan
$13.5M -$118K -3,192 -0.8%
FC
907
Forte Capital
New York
$13.4M -$13.3K -360 -0.1%
AF
908
Arrow Financial
New York
$13.4M -$320K -8,668 -2%
ASN
909
Advisory Services Network
Georgia
$13.4M +$918K +24,840 +7%
CW
910
Cobiz Wealth
Colorado
$13.4M -$135K -3,648 -1%
CWM
911
Cornerstone Wealth Management
Missouri
$13.3M +$373K +10,084 +3%
AFG
912
Albion Financial Group
Utah
$13.3M -$17.7K -480 -0.1%
SAM
913
Shikiar Asset Management
New York
$13.3M -$538K -14,540 -4%
BFC
914
Blue Fin Capital
Rhode Island
$13.3M -$226K -6,108 -2%
SPC
915
Stewart & Patten Company
California
$13.2M -$79.3K -2,144 -0.6%
TTWM
916
TCV Trust & Wealth Management
Virginia
$13.2M +$327K +8,844 +2%
JFGIW
917
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.2M -$4.34M -117,268 -24%
MA
918
Montag & Associates
Georgia
$13.1M +$449K +12,148 +3%
CCM
919
Century Capital Management
Massachusetts
$13.1M
FNT
920
First Nebraska Trust
Nebraska
$13M +$104K +2,808 +0.8%
HI
921
Hendershot Investments
Virginia
$13M +$74.4K +2,012 +0.6%
FBB
922
Fulton Breakefield Broenniman
Maryland
$13M -$72.5K -1,960 -0.5%
DAM
923
Doheny Asset Management
California
$12.9M -$209K -5,648 -2%
PWAP
924
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$12.9M -$471K -12,736 -3%
SI
925
Sentry Investments
Ontario, Canada
$12.9M +$5.29M +143,200 +66%

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.