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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
LBC
1001
Lawrence B. Cohen
$10.3M -$403K -12,940 -4%
BTNA
1002
Bremer Trust National Association
Minnesota
$10.3M -$285K -9,172 -3%
GIM
1003
Grassi Investment Management
California
$10.2M +$476K +15,300 +5%
JA
1004
JLB & Associates
Michigan
$10.2M +$288K +9,272 +3%
SEIA
1005
Signature Estate & Investment Advisors
California
$10.2M +$301K +9,692 +3%
FSA
1006
Financial Sense Advisors
California
$10.2M -$882K -28,340 -8%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$10.2M – – –
JEW
1008
Jamison Eaton & Wood
New Jersey
$10.1M +$57.4K +1,844 +0.6%
1SB
1009
1ST Source Bank
Indiana
$10.1M -$68.3K -2,196 -0.7%
CYG
1010
Clean Yield Group
Vermont
$10.1M +$241K +7,748 +2%
BOK
1011
Bank of Kentucky
Kentucky
$10.1M -$1.15M -36,860 -10%
LCP
1012
Legacy Capital Partners
Wisconsin
$10M -$57.6K -1,852 -0.6%
OIA
1013
Optimum Investment Advisors
Illinois
$10M -$45K -1,448 -0.4%
NAMP
1014
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.93M -$47.3K -1,520 -0.5%
CFA
1015
Capstone Financial Advisors
Illinois
$9.88M +$159K +5,124 +2%
PBT
1016
Pictet Bank & Trust
Bahamas
$9.86M -$1.06M -34,000 -10%
OWD
1017
Osborn Williams & Donohoe
Ohio
$9.85M +$8.09K +260 +0.1%
WCMN
1018
Westchester Capital Management (Nebraska)
Nebraska
$9.81M -$121K -3,880 -1%
GKIM
1019
GW&K Investment Management
Massachusetts
$9.78M -$245K -7,884 -2%
FAM
1020
Formidable Asset Management
Ohio
$9.78M -$274K -8,696 -3%
HRIA
1021
Haberer Registered Investment Advisor
Ohio
$9.77M -$348K -11,188 -3%
CCFCSB
1022
Cape Cod Five Cents Savings Bank
Massachusetts
$9.76M -$137K -4,416 -1%
CL
1023
CIM LLC
New York
$9.75M -$2.2M -70,748 -18%
CBT
1024
Central Bank & Trust
Kentucky
$9.74M +$1M +32,260 +11%
JMFC
1025
J.M. Forbes & Co
Massachusetts
$9.73M -$2.98M -95,636 -23%
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