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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1026
Private Capital Advisors
Connecticut
$8.03M +$104K +4,120 +1%
GW
1027
GW & Wade
Massachusetts
$8.01M +$2.01M +79,632 +33%
KFC
1028
Klingenstein Fields & Co
New York
$8M -$12.7K -504 -0.2%
CCFCSB
1029
Cape Cod Five Cents Savings Bank
Massachusetts
$7.92M +$74.1K +2,940 +0.9%
CK
1030
Cohen Klingenstein
New York
$7.91M +$4.53K +180 +0.1%
HH
1031
HWG Holdings
Texas
$7.89M +$2.46M +97,612 +45%
VHAM
1032
Van Hulzen Asset Management
California
$7.88M -$2.77M -109,984 -26%
RC
1033
RBO & Co
California
$7.87M -$17.6K -700 -0.2%
CFA
1034
Capstone Financial Advisors
Illinois
$7.87M +$127K +5,024 +2%
OCM
1035
Oakwood Capital Management
California
$7.87M +$278K +11,020 +4%
B
1036
Bailard
California
$7.85M -$628K -24,952 -7%
SHGA
1037
Sand Hill Global Advisors
California
$7.83M +$493K +19,584 +7%
IC
1038
InterOcean Capital
Illinois
$7.82M -$9.54M -378,616 -55%
WCF
1039
West Coast Financial
California
$7.81M +$356K +14,136 +5%
FCM
1040
Firsthand Capital Management
California
$7.81M -$1.01M -40,000 -11%
IH
1041
IFC Holdings
Florida
$7.79M -$62.3K -2,472 -0.8%
OWD
1042
Osborn Williams & Donohoe
Ohio
$7.77M -$151K -5,984 -2%
BP
1043
Ballentine Partners
Massachusetts
$7.77M +$3.34M +132,732 +76%
BCM
1044
Blume Capital Management
California
$7.77M +$8.46K +336 +0.1%
ST
1045
Stifel Trust
Missouri
$7.77M -$142K -5,644 -2%
CSUI
1046
Cincinnati Specialty Underwriters Insurance
Ohio
$7.76M – – –
BAMCO Inc
1047
BAMCO Inc
New York
$7.75M -$40.4K -1,604 -0.5%
JIC
1048
Joel Isaacson & Co
New York
$7.75M +$325K +12,912 +4%
ECM
1049
EagleClaw Capital Management
Massachusetts
$7.74M -$8.97K -356 -0.1%
HFS
1050
Haverford Financial Services
Pennsylvania
$7.71M -$2.78M -110,116 -27%
40 41
42
43 44