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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWK
1001
Stephen W. Kidder
$12.8M -$14.4K -340 -0.1%
FA
1002
FDx Advisors
Illinois
$12.8M -$537K -12,688 -4%
OC
1003
Oakworth Capital
Alabama
$12.7M -$2.02M -47,092 -14%
Carson Wealth (CWM LLC)
1004
Carson Wealth (CWM LLC)
Nebraska
$12.7M +$991K +23,432 +8%
TAM
1005
Telemark Asset Management
Massachusetts
$12.7M – – –
AT
1006
Argent Trust
Texas
$12.6M -$60.9K -1,440 -0.5%
M
1007
MOTCO
Texas
$12.6M -$531K -12,556 -4%
PCA
1008
Private Capital Advisors
Connecticut
$12.6M -$1.87M -44,228 -13%
MCM
1009
Maple Capital Management
Vermont
$12.6M -$11.3K -268 -0.1%
MMG
1010
Monetary Management Group
Missouri
$12.6M -$172K -4,060 -1%
CRB
1011
Chad R. Baker
$12.5M +$161K +3,800 +1%
BCM
1012
Blume Capital Management
California
$12.5M -$196K -4,640 -2%
GCM
1013
Gibraltar Capital Management
Oklahoma
$12.4M +$242K +5,724 +2%
MLFP
1014
MPS Loria Financial Planners
Illinois
$12.4M -$260K -6,148 -2%
KPCM
1015
Kings Point Capital Management
New York
$12.4M +$84.1K +1,988 +0.7%
GKWIM
1016
Gerber Kawasaki Wealth & Investment Management
California
$12.4M +$459K +10,844 +4%
EVM
1017
Evelyn V. Moreno
$12.4M -$2.04M -48,180 -14%
RFS
1018
Rockefeller Financial Services
New York
$12.4M +$5.73M +135,520 +87%
BHA
1019
Beech Hill Advisors
New York
$12.4M -$139K -3,276 -1%
SPC
1020
Salient Private Client
Texas
$12.3M +$12.3M +291,680 New
SFSIG
1021
San Francisco Sentry Investment Group
California
$12.3M -$155K -3,672 -1%
LC
1022
Lourd Capital
California
$12.3M +$6.47M +152,864 +111%
NCM
1023
Novare Capital Management
North Carolina
$12.3M -$203K -4,804 -2%
NAMP
1024
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$12.3M +$200K +4,720 +2%
RW
1025
Rand Wealth
Maryland
$12.2M -$213K -5,040 -2%
39 40
41
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