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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 %
SSG
926
Summit Securities Group
New York
$10.1M -$23.9M -950,284 -70%
MC
927
Muhlenkamp & Co
Pennsylvania
$10.1M +$324K +12,860 +3%
ANBTV
928
American National Bank & Trust (Virginia)
Virginia
$10M -$902K -35,816 -8%
BI
929
Boulegeris Investments
Georgia
$10M +$10M +398,224 New
VAM
930
Visium Asset Management
New York
$10M +$4.95M +196,680 +98%
AC
931
AFAM Capital
Texas
$9.97M +$34.2K +1,356 +0.3%
ACH
932
ArrowMark Colorado Holdings
Colorado
$9.94M -$11.2M -443,136 -53%
FAM
933
Fortaleza Asset Management
Illinois
$9.9M +$2.41M +95,560 +32%
WAM
934
Wilsey Asset Management
California
$9.8M -$82.6K -3,280 -0.8%
BOK
935
Bank of Kentucky
Kentucky
$9.79M +$15.7K +624 +0.2%
RW
936
Rand Wealth
Maryland
$9.77M +$64.7K +2,568 +0.7%
CAM
937
Coronation Asset Management
South Africa
$9.76M -$811K -32,200 -8%
SAM
938
Shikiar Asset Management
New York
$9.75M +$189K +7,500 +2%
HTHT
939
Hemenway Trust Hemenway Trust
New Hampshire
$9.7M +$82K +3,256 +0.9%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$9.69M +$5.84M +232,056 +152%
LBG
941
Lloyds Banking Group
United Kingdom
$9.68M -$3.89M -154,464 -29%
VAS
942
Valicenti Advisory Services
New York
$9.65M -$220K -8,748 -2%
ASN
943
Advisory Services Network
Georgia
$9.64M +$317K +12,568 +3%
UBWV
944
United Bank (West Virginia)
West Virginia
$9.63M -$380K -15,104 -4%
BHA
945
Beech Hill Advisors
New York
$9.6M +$191K +7,592 +2%
BFC
946
Blue Fin Capital
Rhode Island
$9.58M +$23.9K +948 +0.2%
NJBEST
947
New Jersey Better Educational Savings Trust
New Jersey
$9.57M -$1.91M -76,000 -17%
AP
948
Archon Partners
New Jersey
$9.52M – – –
GIP
949
Greatmark Investment Partners
Georgia
$9.52M +$26.5K +1,052 +0.3%
AIS
950
AlphaOne Investment Services
Pennsylvania
$9.46M +$5.62M +223,160 +146%
36 37
38
39 40