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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
FHA
926
First Horizon Advisors
Tennessee
$12.9M -$9.17K -248 -0.1%
ACM
927
Advisors Capital Management
New Jersey
$12.9M +$360K +9,736 +3%
VCM
928
Vigilant Capital Management
Maine
$12.9M +$98.8K +2,672 +0.8%
JIR
929
James Investment Research
Ohio
$12.8M +$12.3M +333,792 +1,487%
NG
930
NatWest Group
United Kingdom
$12.8M -$2.26M -61,040 -15%
EVM
931
Evelyn V. Moreno
$12.8M -$105K -2,840 -0.8%
FAM
932
Formidable Asset Management
Ohio
$12.8M +$88.3K +2,388 +0.7%
UOC
933
UBS O'Connor
Illinois
$12.7M +$3.1M +83,804 +31%
NFG
934
Next Financial Group
Texas
$12.6M +$423K +11,432 +3%
ASA
935
Armstrong Shaw Associates
Connecticut
$12.6M -$7.29M -197,056 -36%
DLCIG
936
D.L. Carlson Investment Group
New Hampshire
$12.6M -$42.7K -1,156 -0.3%
FCM
937
Fairbanks Capital Management
California
$12.6M -$4.62M -125,012 -26%
Carson Wealth (CWM LLC)
938
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$5.48M -148,344 -30%
RWP
939
RWA Wealth Partners
Massachusetts
$12.5M -$117K -3,168 -0.9%
AC
940
AFAM Capital
Texas
$12.5M -$227K -6,152 -2%
WAM
941
Wilsey Asset Management
California
$12.5M -$367K -9,924 -3%
CRB
942
Chad R. Baker
$12.5M
PAM
943
Palisade Asset Management
Minnesota
$12.4M -$22.9K -620 -0.2%
BRC
944
Bell Rock Capital
Delaware
$12.3M +$4.03M +109,088 +47%
CC
945
Carlson Capital
Texas
$12.3M -$44.4K -1,200 -0.3%
PCA
946
Private Capital Advisors
Connecticut
$12.3M -$266K -7,208 -2%
CHA
947
Cedar Hill Associates
Illinois
$12.3M -$721K -19,508 -5%
SCA
948
Salient Capital Advisors
Texas
$12.3M -$2M -53,984 -14%
TCM
949
TimesSquare Capital Management
New York
$12.3M +$77.6K +2,100 +0.6%
JA
950
JLB & Associates
Michigan
$12.3M +$12.6M +340,268 New

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.