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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 %
CCT
1001
Chemung Canal Trust
New York
$8.52M -$2.79M -110,872 -25%
AIM
1002
Avity Investment Management
Connecticut
$8.52M -$216K -8,580 -2%
AL
1003
Airain Ltd
Guernsey
$8.51M +$8.51M +337,968 New
CWM
1004
Cabot Wealth Management
Massachusetts
$8.51M +$55.2K +2,192 +0.7%
MCG
1005
Meru Capital Group
New York
$8.48M +$8.48M +336,800 New
FBP
1006
Flippin Bruce & Porter
Virginia
$8.47M +$53.7K +2,132 +0.6%
AAM
1007
AR Asset Management
California
$8.43M – – –
CIM
1008
CenturyLink Investment Management
Colorado
$8.43M -$1.73M -68,676 -17%
NAMP
1009
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.28M -$2.22K -88 -0%
GKIM
1010
GW&K Investment Management
Massachusetts
$8.28M -$40.9K -1,624 -0.5%
CIC
1011
Carnegie Investment Counsel
Ohio
$8.26M +$1.23M +48,756 +17%
GIM
1012
Groesbeck Investment Management
New Jersey
$8.25M -$679K -26,972 -8%
SACTSONJ
1013
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.24M – – –
AGAM
1014
Avalon Global Asset Management
California
$8.24M -$645K -25,600 -7%
RMA
1015
Roffman Miller Associates
Pennsylvania
$8.24M +$268K +10,644 +3%
WCMN
1016
Westchester Capital Management (Nebraska)
Nebraska
$8.22M +$24.2K +960 +0.3%
LCP
1017
Legacy Capital Partners
Wisconsin
$8.19M -$26.7K -1,060 -0.3%
1SB
1018
1ST Source Bank
Indiana
$8.17M +$272K +10,808 +3%
SFS
1019
Strategic Financial Services
New York
$8.15M -$1.68M -66,876 -17%
WSCM
1020
Wellington Shields Capital Management
New York
$8.15M -$868K -34,452 -10%
EFS
1021
Essex Financial Services
Connecticut
$8.14M -$199K -7,892 -2%
SEIA
1022
Signature Estate & Investment Advisors
California
$8.12M +$756K +30,008 +10%
JA
1023
JLB & Associates
Michigan
$8.07M +$33.8K +1,340 +0.4%
BCM
1024
Boyle Capital Management
Iowa
$8.06M -$4.57M -181,288 -36%
CYG
1025
Clean Yield Group
Vermont
$8.03M -$510K -20,244 -6%
39 40
41
42 43