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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGM
926
Capital Growth Management
Massachusetts
$11.8M +$11.8M +380,000 New
MHIC
927
Marble Harbor Investment Counsel
Massachusetts
$11.8M -$1.43M -46,016 -11%
AP
928
Archon Partners
New Jersey
$11.8M – – –
KA
929
Kovack Advisors
Florida
$11.7M +$548K +17,628 +5%
RW
930
Rand Wealth
Maryland
$11.7M -$59.7K -1,920 -0.5%
TBA
931
Tower Bridge Advisors
Pennsylvania
$11.6M -$1.19M -38,172 -9%
SCA
932
Strategic Capital Alternatives
United States
$11.6M +$2.53M +81,296 +28%
GIP
933
Greatmark Investment Partners
Georgia
$11.6M -$103K -3,300 -0.9%
WAM
934
Wilsey Asset Management
California
$11.5M -$239K -7,644 -2%
CPS
935
Counsel Portfolio Services
Ontario, Canada
$11.5M +$1.04M +33,464 +10%
WSCM
936
Wellington Shields Capital Management
New York
$11.5M +$1.13M +36,284 +11%
SRCM
937
Sterling Ridge Capital Management
New York
$11.5M +$8.19M +263,192 +248%
EFS
938
Essex Financial Services
Connecticut
$11.5M +$616K +19,788 +6%
CB
939
Community Bank
New York
$11.4M -$60.6K -1,948 -0.5%
P
940
Pitcairn
Pennsylvania
$11.4M -$1.43M -45,984 -11%
AAM
941
Aureus Asset Management
Massachusetts
$11.4M -$3.89M -125,100 -25%
AP
942
Advisor Partners
California
$11.4M +$68.9K +2,216 +0.6%
VHAM
943
Van Hulzen Asset Management
California
$11.4M +$43.9K +1,412 +0.4%
HPCM
944
High Pointe Capital Management
Illinois
$11.3M +$3.91M +125,720 +53%
PRC
945
Platte River Capital
Colorado
$11.3M -$938K -30,160 -8%
CCM
946
Century Capital Management
Massachusetts
$11.3M – – –
HC
947
Hourglass Capital
Texas
$11.3M -$283K -9,100 -2%
ACM
948
Argentus Capital Management
Texas
$11.3M -$3.3M -106,104 -23%
ICRM
949
Insight Capital Research & Management
California
$11.3M +$148K +4,760 +1%
EIM
950
Emerson Investment Management
Massachusetts
$11.3M -$106K -3,420 -0.9%
36 37
38
39 40