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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 %
CHCM
976
Columbus Hill Capital Management
New Jersey
$8.93M +$114K +4,536 +1%
SIG
977
Schooner Investment Group
Pennsylvania
$8.93M – – –
FC
978
Forte Capital
New York
$8.93M +$8.93M +354,328 New
HCC
979
Hirtle Callaghan & Co
Pennsylvania
$8.92M -$64.5K -2,560 -0.7%
WC
980
Whitney & Co
New York
$8.9M -$344K -13,648 -4%
SCM
981
Sterneck Capital Management
Missouri
$8.9M -$655K -26,016 -7%
PPCM
982
Pillar Pacific Capital Management
California
$8.9M +$164K +6,492 +2%
AA
983
Apriem Advisors
California
$8.84M -$257K -10,184 -3%
KCMRT
984
Kemper Corp Master Retirement Trust
Illinois
$8.82M – – –
SIC
985
SFE Investment Counsel
California
$8.8M -$1.09M -43,196 -11%
HC
986
Highmount Capital
New York
$8.8M -$1.6M -63,704 -15%
CAM
987
Columbia Asset Management
Michigan
$8.79M -$345K -13,692 -4%
MMG
988
Monetary Management Group
Missouri
$8.78M +$1.31M +51,900 +18%
KA
989
Kovack Advisors
Florida
$8.77M +$17.9K +712 +0.2%
FAM
990
Formidable Asset Management
Ohio
$8.72M -$123K -4,496 -1%
JEW
991
Jamison Eaton & Wood
New Jersey
$8.69M +$355K +14,088 +4%
BTNA
992
Bremer Trust National Association
Minnesota
$8.67M +$57.2K +2,272 +0.7%
MIC
993
MU Investments Company
Japan
$8.64M -$787K -31,440 -8%
BCM
994
BTR Capital Management
California
$8.61M +$787K +31,236 +10%
HMS
995
Hanseatic Management Services
New Mexico
$8.55M +$1.51M +60,024 +21%
SCM
996
Stevens Capital Management
Pennsylvania
$8.55M +$8.55M +339,480 New
CHAM
997
Clear Harbor Asset Management
Connecticut
$8.54M -$2.48M -98,524 -23%
BCM
998
BTC Capital Management
Iowa
$8.54M +$8.54M +339,340 New
BWFA
999
Baltimore-Washington Financial Advisors
Maryland
$8.53M -$49.5K -1,964 -0.6%
JC
1000
Jacobs & Co
California
$8.53M +$28K +1,112 +0.3%
38 39
40
41 42