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Apple
AAPL

Overview Fund Activity

2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.94B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.6B
3
IC
Icahn Carl
Florida
+$1.51B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38B
5
Goldman Sachs
Goldman Sachs
New York
+$756M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77B
3
State Street
State Street
Massachusetts
-$1.4B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
5
DCM
Discovery Capital Management
Connecticut
-$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
926
Muhlenkamp & Co
Pennsylvania
$7.72M +$124K +6,468 +2%
BOK
927
Bank of Kentucky
Kentucky
$7.72M +$1.52M +79,044 +24%
LWM
928
Lyons Wealth Management
Florida
$7.7M +$409K +21,308 +6%
IMOV
929
Investment Management of Virginia
Virginia
$7.69M +$831K +43,372 +12%
GP
930
Girard Partners
Pennsylvania
$7.66M +$553K +28,840 +8%
WA
931
WFG Advisors
Texas
$7.66M -$343K -17,892 -4%
CA
932
Callahan Advisors
Texas
$7.64M +$633K +33,040 +9%
WTB
933
Washington Trust Bank
Washington
$7.63M +$7.63M +397,824 New
UBWV
934
United Bank (West Virginia)
West Virginia
$7.62M +$16.6K +868 +0.2%
AF
935
Arrow Financial
New York
$7.6M -$653K -34,076 -8%
NEAM
936
New England Asset Management
Connecticut
$7.6M -$26.8K -1,400 -0.4%
EAM
937
EULAV Asset Management
Florida
$7.57M – – –
WC
938
Woodstock Corp
Massachusetts
$7.55M +$2.68K +140 +0%
WAM
939
Wilsey Asset Management
California
$7.53M +$200K +10,416 +3%
AC
940
AFAM Capital
Texas
$7.51M +$104K +5,404 +1%
SIG
941
Schooner Investment Group
Pennsylvania
$7.51M +$2.15M +112,000 +40%
LA
942
Lau Associates
Delaware
$7.5M -$217K -11,340 -3%
GIM
943
Groesbeck Investment Management
New Jersey
$7.48M -$626K -32,676 -8%
PWM
944
Perigon Wealth Management
California
$7.48M +$226K +11,788 +3%
MIC
945
MU Investments Company
Japan
$7.47M -$462K -24,080 -6%
SCM
946
Sterneck Capital Management
Missouri
$7.47M +$735K +38,360 +11%
SFS
947
Strategic Financial Services
New York
$7.45M +$781K +40,768 +12%
AGAM
948
Avalon Global Asset Management
California
$7.41M – – –
EWM
949
Endurance Wealth Management
Rhode Island
$7.4M -$45.1K -2,352 -0.6%
SCA
950
SAC Capital Advisors
Connecticut
$7.39M -$2.25M -117,432 -23%
36 37
38
39 40