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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
AIM
76
abrdn Investment Management
United Kingdom
$926M -$41.9M -1,132,320 -4%
TD Asset Management
77
TD Asset Management
Ontario, Canada
$915M +$262K +7,076 +0%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$853M -$73.9M -1,997,900 -8%
PAM
79
Panagora Asset Management
Massachusetts
$850M -$6.15M -166,256 -0.7%
EIP
80
Epoch Investment Partners
New York
$840M -$118M -3,180,896 -12%
Winslow Capital Management
81
Winslow Capital Management
Minnesota
$796M -$159M -4,297,360 -16%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$790M +$781M +21,130,624 +2,643%
Fayez Sarofim & Co
83
Fayez Sarofim & Co
Texas
$774M -$20.5M -553,932 -3%
Capital International Investors
84
Capital International Investors
California
$757M -$178M -4,812,584 -19%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$749M -$33.7M -912,000 -4%
Boston Partners
86
Boston Partners
Massachusetts
$740M -$48.3M -1,305,988 -6%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$734M -$11.2M -302,616 -1%
Canada Life
88
Canada Life
Manitoba, Canada
$716M -$6.57M -177,772 -0.9%
IFP
89
Independent Franchise Partners
United Kingdom
$716M -$86.9M -2,349,268 -11%
WRF
90
Waddell & Reed Financial
Kansas
$699M -$42.2M -1,141,132 -6%
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$686M +$470M +12,715,236 +200%
Grantham, Mayo, Van Otterloo & Co (GMO)
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$676M +$43.6M +1,178,152 +7%
RJA
93
Raymond James & Associates
Florida
$660M +$8.99M +243,300 +1%
USAA
94
United Services Automobile Association
Texas
$653M -$9.29M -251,288 -1%
Lazard Asset Management
95
Lazard Asset Management
New York
$641M -$108M -2,907,848 -14%
SO
96
STRS Ohio
Ohio
$635M -$40.7M -1,100,952 -6%
Korea Investment Corp
97
Korea Investment Corp
South Korea
$622M +$11.6M +313,364 +2%
Credit Agricole
98
Credit Agricole
France
$620M -$82.5M -2,230,268 -11%
Bessemer Group
99
Bessemer Group
New Jersey
$616M -$480K -12,996 -0.1%
Los Angeles Capital Management
100
Los Angeles Capital Management
California
$611M +$92.3M +2,496,160 +17%

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.