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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1001
Exencial Wealth Advisors
Oklahoma
$9.31M +$9.31M +328,092 New
BWM
1002
Braver Wealth Management
Massachusetts
$9.31M -$570K -20,184 -6%
PPSG
1003
Princeton Portfolio Strategies Group
New Jersey
$9.29M +$25.5K +904 +0.3%
CCA
1004
Cobblestone Capital Advisors
New York
$9.28M -$186K -6,568 -2%
WCMN
1005
Westchester Capital Management (Nebraska)
Nebraska
$9.28M -$600K -21,220 -6%
FG
1006
Fiduciary Group
Georgia
$9.26M -$35.7K -1,264 -0.4%
SAA
1007
Southeast Asset Advisors
Georgia
$9.25M +$49.5K +1,752 +0.5%
CANC
1008
Culbertson A N & Co
Virginia
$9.25M +$273K +9,656 +3%
FM
1009
Foster & Motley
Ohio
$9.24M -$1.29M -45,696 -12%
CYG
1010
Clean Yield Group
Vermont
$9.21M -$48.6K -1,720 -0.5%
BWFM
1011
Bridgewater Wealth & Financial Management
Maryland
$9.21M -$418K -14,780 -4%
ACM
1012
Advisors Capital Management
New Jersey
$9.19M +$103K +3,660 +1%
HT
1013
HighTower Trust
Texas
$9.16M +$80.3K +2,840 +0.9%
SFS
1014
Strategic Financial Services
New York
$9.14M -$39.5K -1,396 -0.4%
MMG
1015
Monetary Management Group
Missouri
$9.11M -$258K -9,120 -3%
MC
1016
Moors & Cabot
Massachusetts
$9.07M +$476K +16,836 +6%
TRIM
1017
Thompson Rubinstein Investment Management
Oregon
$9.04M -$75K -2,652 -0.8%
CCM
1018
Channing Capital Management
Illinois
$9M – – –
SGCA
1019
Steel Grove Capital Advisors
Tennessee
$8.98M +$1.9M +67,300 +27%
SPC
1020
Stewart & Patten Company
California
$8.93M +$204K +7,224 +2%
1SB
1021
1ST Source Bank
Indiana
$8.93M +$12.2K +432 +0.1%
SGK
1022
Steigerwald Gordon & Koch
Virginia
$8.92M +$214K +7,748 +2%
KAS
1023
Kemnay Advisory Services
New York
$8.9M -$461K -16,316 -5%
EVM
1024
Evelyn V. Moreno
$8.9M +$54.3K +1,920 +0.6%
JMFC
1025
J.M. Forbes & Co
Massachusetts
$8.85M -$69.9K -2,472 -0.8%
39 40
41
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