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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
CSUI
1001
Cincinnati Specialty Underwriters Insurance
Ohio
$11.1M
TRIM
1002
Thompson Rubinstein Investment Management
Oregon
$11.1M -$166K -4,500 -1%
GKWIM
1003
Gerber Kawasaki Wealth & Investment Management
California
$11.1M -$210K -5,672 -2%
CA
1004
Clearstead Advisors
Ohio
$11M +$1.19M +32,112 +12%
CAMG
1005
CWA Asset Management Group
Florida
$11M +$327K +8,832 +3%
CL
1006
CIM LLC
New York
$11M -$408K -11,048 -3%
SWK
1007
Stephen W. Kidder
$11M -$116K -3,132 -1%
FG
1008
Fiduciary Group
Georgia
$11M +$125K +3,368 +1%
GSBTD
1009
Glenview State Bank Trust Department
Illinois
$11M -$139K -3,768 -1%
CLCM
1010
Crawford Lake Capital Management
New Jersey
$11M +$11.3M +304,988 New
SRC
1011
Shufro Rose & Co
New York
$11M -$81.3K -2,200 -0.7%
CYG
1012
Clean Yield Group
Vermont
$10.9M -$269K -7,264 -2%
CIS
1013
Connors Investor Services
Pennsylvania
$10.8M -$7.51M -203,012 -40%
AT
1014
Argent Trust
Texas
$10.8M -$385K -10,404 -3%
RW
1015
Rand Wealth
Maryland
$10.8M -$1.96M -52,924 -15%
TAM
1016
Telemark Asset Management
Massachusetts
$10.8M -$739K -20,000 -6%
SBWIC
1017
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.8M -$73.6K -1,992 -0.7%
PBT
1018
Pictet Bank & Trust
Bahamas
$10.8M -$109K -2,940 -1%
BMO
1019
Beck Mack & Oliver
New York
$10.8M -$128K -3,464 -1%
NCM
1020
Novare Capital Management
North Carolina
$10.7M -$330K -8,932 -3%
MCM
1021
Maple Capital Management
Vermont
$10.7M +$1.19M +32,224 +12%
SFSIG
1022
San Francisco Sentry Investment Group
California
$10.7M +$878K +23,740 +9%
RPA
1023
Rock Point Advisors
Vermont
$10.6M -$766K -20,732 -7%
SIM
1024
Sonora Investment Management
Arizona
$10.6M +$338K +9,132 +3%
VAS
1025
Valicenti Advisory Services
New York
$10.6M -$758K -20,500 -7%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.