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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTC
1001
McDaniel Terry & Co
Texas
$14.3M +$559K +9,976 +4%
PFO
1002
Pathstone Family Office
New Jersey
$14.3M -$2.09M -37,304 -13%
SWK
1003
Stephen W. Kidder
$14.3M +$42.8K +764 +0.3%
SFS
1004
Strategic Financial Services
New York
$14.2M -$326K -5,816 -2%
FAT
1005
First American Trust
California
$14.2M +$6.27K +112 +0%
SC
1006
Saybrook Capital
North Carolina
$14.2M -$3.36K -60 -0%
Cetera Investment Advisers
1007
Cetera Investment Advisers
Illinois
$14.2M -$222K -3,960 -2%
OIA
1008
Optimum Investment Advisors
Illinois
$14.2M -$20.2K -360 -0.1%
PAI
1009
Pittenger & Anderson Inc
Nebraska
$14.1M +$48.8K +872 +0.3%
MC
1010
Muhlenkamp & Co
Pennsylvania
$14.1M +$2.02K +36 +0%
SGK
1011
Steigerwald Gordon & Koch
Virginia
$14.1M -$406K -7,252 -3%
CP
1012
Cumberland Partners
Ontario, Canada
$14M -$574K -10,260 -4%
SA
1013
Strategic Advisors
New York
$14M -$122K -2,176 -0.9%
BCM
1014
Blume Capital Management
California
$14M -$1.07M -19,064 -7%
WSCM
1015
Wellington Shields Capital Management
New York
$14M -$430K -7,684 -3%
SFG
1016
SNS Financial Group
Minnesota
$14M -$691K -12,344 -5%
MC
1017
Maverick Capital
Texas
$13.9M +$796K +14,220 +6%
AAA
1018
Adams Asset Advisors
Texas
$13.9M +$119K +2,128 +0.9%
WC
1019
Woodstock Corp
Massachusetts
$13.9M -$24.6K -440 -0.2%
TTWM
1020
TCV Trust & Wealth Management
Virginia
$13.9M -$107K -1,908 -0.8%
GWS
1021
Glassman Wealth Services
Virginia
$13.9M -$162K -2,892 -1%
ACM
1022
Aljian Capital Management
Nevada
$13.9M -$247K -4,416 -2%
CMI
1023
Clare Market Investments
Texas
$13.8M +$143K +2,560 +1%
DWM
1024
Dakota Wealth Management
Florida
$13.8M +$777K +13,880 +6%
MMG
1025
Monetary Management Group
Missouri
$13.8M +$2.07M +36,936 +18%
39 40
41
42 43