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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
1001
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.8M +$267K +6,376 +2%
SI
1002
SCP Investment
California
$11.7M +$7.55M +180,000 +180%
PDN
1003
Pensionfund DSM Netherlands
Netherlands
$11.7M -$6.14M -146,400 -34%
ELC
1004
Edgar Lomax Company
Virginia
$11.7M +$11.7M +277,900 New
RC
1005
RBO & Co
California
$11.6M +$1.2M +28,604 +11%
1SAMC
1006
12th Street Asset Management Company
Tennessee
$11.6M -$12.9M -307,576 -53%
FBB
1007
Fulton Breakefield Broenniman
Maryland
$11.6M +$50.5K +1,204 +0.4%
MYIA
1008
Mount Yale Investment Advisors
Colorado
$11.6M +$11.6M +276,596 New
GFA
1009
Gifford Fong Associates
California
$11.6M +$11.6M +276,000 New
RWA
1010
Ropes Wealth Advisors
Massachusetts
$11.6M -$37.8K -900 -0.3%
DAM
1011
Diamant Asset Management
Connecticut
$11.6M +$14.3K +340 +0.1%
MMG
1012
Monetary Management Group
Missouri
$11.5M -$907K -21,620 -7%
PHAM
1013
Portland Hill Asset Management
United Kingdom
$11.5M -$437K -10,420 -4%
RW
1014
Rand Wealth
Maryland
$11.5M -$555K -13,224 -5%
BFEC
1015
Benjamin F. Edwards & Company
Missouri
$11.5M +$369K +8,800 +3%
CCMD
1016
Cypress Capital Management (Delaware)
Delaware
$11.5M +$879K +20,960 +8%
FPCP
1017
Fort Point Capital Partners
California
$11.5M +$3.88M +92,532 +51%
TW
1018
Transform Wealth
Colorado
$11.4M -$302K -7,192 -3%
SFG
1019
SNS Financial Group
Minnesota
$11.4M -$2.02M -48,128 -15%
KJHP
1020
K.J. Harrison & Partners
Ontario, Canada
$11.4M +$1.01M +24,000 +10%
WF
1021
WealthTrust Fairport
Ohio
$11.4M -$89.9K -2,144 -0.8%
CWM
1022
Cabot Wealth Management
Massachusetts
$11.4M -$300K -7,164 -3%
ACH
1023
ArrowMark Colorado Holdings
Colorado
$11.4M -$2.85M -68,000 -20%
SI
1024
Sentry Investments
Ontario, Canada
$11.4M +$5.23M +124,680 +85%
CA
1025
Clearstead Advisors
Ohio
$11.3M -$270K -6,448 -2%
39 40
41
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