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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMO
951
Beck Mack & Oliver
New York
$8.6M -$145K -6,048 -2%
RCM
952
Riverpark Capital Management
New York
$8.55M +$1.62M +67,584 +23%
CWM
953
Cabot Wealth Management
Massachusetts
$8.53M +$1.24K +52 +0%
JA
954
JLB & Associates
Michigan
$8.53M -$130K -5,424 -1%
GCA
955
Greenwood Capital Associates
South Carolina
$8.5M -$129K -5,380 -1%
HC
956
Hourglass Capital
Texas
$8.49M +$163K +6,816 +2%
VAS
957
Valicenti Advisory Services
New York
$8.47M +$143K +5,964 +2%
SFS
958
Strategic Financial Services
New York
$8.46M -$37.5K -1,440 -0.4%
NCM
959
Novare Capital Management
North Carolina
$8.44M +$22.5K +940 +0.3%
VIA
960
Vantage Investment Advisors
Pennsylvania
$8.44M +$73.3K +3,072 +0.9%
NFG
961
Next Financial Group
Texas
$8.44M +$957K +40,060 +13%
BFA
962
Beaumont Financial Advisors
Massachusetts
$8.41M +$6.64M +277,608 +374%
TTWM
963
TCV Trust & Wealth Management
Virginia
$8.4M +$683K +28,584 +9%
BWM
964
Braver Wealth Management
Massachusetts
$8.36M -$721K -30,148 -8%
WCMN
965
Westchester Capital Management (Nebraska)
Nebraska
$8.35M -$26.5K -1,108 -0.3%
GIM
966
Grassi Investment Management
California
$8.31M -$223K -9,328 -3%
CBTWT
967
Community Bank & Trust (Waco, Texas)
Texas
$8.3M -$118K -4,952 -1%
MCM
968
Matarin Capital Management
New York
$8.29M +$834K +34,904 +11%
MA
969
Montag & Associates
Georgia
$8.29M -$5.02M -210,120 -38%
PAM
970
Palisade Asset Management
Minnesota
$8.27M +$326K +13,640 +4%
RC
971
RBO & Co
California
$8.25M +$187K +7,816 +2%
SFG
972
SNS Financial Group
Minnesota
$8.24M +$285K +11,928 +4%
CRB
973
Chad R. Baker
$8.22M – – –
BHA
974
Beech Hill Advisors
New York
$8.2M +$135K +5,660 +2%
BCM
975
Blume Capital Management
California
$8.19M +$1.03M +43,192 +14%
37 38
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