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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
926
Churchill Management
California
$9.98M +$2.5M +107,616 +33%
BST
927
Bath Savings Trust
Maine
$9.93M -$4K -172 -0%
CFA
928
Carroll Financial Associates
North Carolina
$9.9M +$1.02M +43,908 +11%
FSA
929
Financial Sense Advisors
California
$9.89M +$310K +13,360 +3%
WCP
930
Welch Capital Partners
New York
$9.86M -$5.18M -223,124 -34%
SAMNY
931
Samsung Asset Management (New York)
New York
$9.84M -$1.09M -46,720 -10%
CCA
932
Cobblestone Capital Advisors
New York
$9.84M -$104K -4,456 -1%
BC
933
Brookfield Corp
Ontario, Canada
$9.83M -$3.25M -140,000 -25%
NEAM
934
New England Asset Management
Connecticut
$9.83M +$621K +26,720 +7%
VHAM
935
Van Hulzen Asset Management
California
$9.82M +$9.82M +422,692 New
LOAMU
936
Lombard Odier Asset Management (USA)
New York
$9.76M -$7.81M -336,000 -44%
PDN
937
Pensionfund DSM Netherlands
Netherlands
$9.76M – – –
FAM
938
Futuris Asset Management
Sweden
$9.76M – – –
CAM
939
Coronation Asset Management
South Africa
$9.75M -$8.01M -344,680 -45%
HFS
940
Haverford Financial Services
Pennsylvania
$9.69M -$497K -21,296 -5%
RC
941
Roundview Capital
New Jersey
$9.67M -$2.06M -88,764 -18%
HC
942
Highmount Capital
New York
$9.6M -$426K -18,320 -4%
EWM
943
Endurance Wealth Management
Rhode Island
$9.59M +$620K +26,680 +7%
QCMC
944
Quantum Capital Management (California)
California
$9.58M -$43.1M -1,856,524 -82%
PIM
945
Progressive Investment Management
Oregon
$9.53M +$51.5K +2,216 +0.5%
TBA
946
Tower Bridge Advisors
Pennsylvania
$9.52M -$665K -28,616 -7%
JMFC
947
J.M. Forbes & Co
Massachusetts
$9.52M +$21.6K +928 +0.2%
WF
948
WealthTrust Fairport
Ohio
$9.46M -$153K -6,568 -2%
OIMU
949
Orbis Investment Management (US)
California
$9.43M +$595K +25,592 +7%
WS
950
Wedbush Securities
California
$9.4M +$699K +30,088 +8%
36 37
38
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