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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBB
1001
Citizens Business Bank
California
$8.42M -$4.44M -191,268 -35%
SIG
1002
Schooner Investment Group
Pennsylvania
$8.42M -$748K -32,000 -8%
SIM
1003
Sterling Investment Management
Arizona
$8.41M -$97.2K -4,184 -1%
AA
1004
Apriem Advisors
California
$8.39M +$35.5K +1,528 +0.4%
GP
1005
Girard Partners
Pennsylvania
$8.35M -$943K -40,572 -10%
WSCM
1006
Wellington Shields Capital Management
New York
$8.31M -$409K -17,584 -5%
OIA
1007
Optimum Investment Advisors
Illinois
$8.31M +$876K +37,688 +12%
HCC
1008
Hirtle Callaghan & Co
Pennsylvania
$8.29M -$163K -7,000 -2%
TCM
1009
TimesSquare Capital Management
New York
$8.28M +$71.5K +3,076 +0.9%
GIM
1010
Groesbeck Investment Management
New Jersey
$8.23M -$837K -36,020 -9%
FFA
1011
First Foundation Advisors
California
$8.23M -$121K -5,220 -1%
AGAM
1012
Avalon Global Asset Management
California
$8.2M -$781K -33,600 -9%
TNB
1013
Thomasville National Bank
Georgia
$8.19M +$145K +6,244 +2%
PBT
1014
Pictet Bank & Trust
Bahamas
$8.17M +$153K +6,580 +2%
AP
1015
Advisor Partners
California
$8.16M +$2.04M +88,020 +33%
FCM
1016
Firsthand Capital Management
California
$8.13M -$6.5M -280,000 -44%
KCMRT
1017
Kemper Corp Master Retirement Trust
Illinois
$8.13M – – –
CHCM
1018
Columbus Hill Capital Management
New Jersey
$8.13M +$8.13M +350,000 New
KA
1019
Kovack Advisors
Florida
$8.07M +$3.27M +140,688 +68%
AIM
1020
Avity Investment Management
Connecticut
$8.06M -$15.3M -656,400 -65%
PPCM
1021
Pillar Pacific Capital Management
California
$8.05M +$127K +5,452 +2%
IA
1022
Icon Advisers
Colorado
$8.02M -$10.4M -445,536 -56%
ACM
1023
Avalon Capital Management
California
$8.01M +$1.04M +44,624 +15%
DLCIG
1024
D.L. Carlson Investment Group
New Hampshire
$7.96M -$156K -6,728 -2%
RCP
1025
Rothschild Capital Partners
New York
$7.96M +$16.3K +700 +0.2%
39 40
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