AAPL icon

Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
1026
Cedar Hill Associates
Illinois
$9.14M -$5.04M -182,524 -36%
BCM
1027
Buckhead Capital Management
Georgia
$9.13M -$2.2M -79,608 -19%
IPC
1028
Independent Portfolio Consultants
Florida
$9.11M +$4.87M +176,372 +115%
LSA
1029
L & S Advisors
California
$9.07M +$831K +30,124 +10%
HC
1030
Highmount Capital
New York
$9.05M -$591K -21,416 -6%
SACTSONJ
1031
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$9.03M – – –
1SB
1032
1ST Source Bank
Indiana
$9.03M +$78.7K +2,852 +0.9%
HRIA
1033
Haberer Registered Investment Advisor
Ohio
$8.98M -$2.67M -96,836 -23%
CIM
1034
CenturyLink Investment Management
Colorado
$8.95M -$284K -10,296 -3%
JEW
1035
Jamison Eaton & Wood
New Jersey
$8.94M -$581K -21,064 -6%
LCP
1036
Legacy Capital Partners
Wisconsin
$8.93M -$44.2K -1,600 -0.5%
CB
1037
Chemical Bank
Michigan
$8.92M +$3.32M +120,292 +59%
WCM
1038
Wisconsin Capital Management
Wisconsin
$8.91M +$559K +20,252 +7%
OIA
1039
Optimum Investment Advisors
Illinois
$8.91M -$1.03M -37,212 -10%
GKIM
1040
GW&K Investment Management
Massachusetts
$8.9M -$174K -6,316 -2%
ANBTV
1041
American National Bank & Trust (Virginia)
Virginia
$8.86M -$2.13M -77,176 -19%
NAMP
1042
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.85M -$224K -8,100 -2%
LH
1043
Lebenthal Holdings
New York
$8.85M +$8.85M +320,588 New
JA
1044
JLB & Associates
Michigan
$8.83M -$7.73K -280 -0.1%
FAM
1045
Formidable Asset Management
Ohio
$8.82M +$17.7K +640 +0.2%
B
1046
Bailard
California
$8.82M +$211K +7,640 +2%
SEIA
1047
Signature Estate & Investment Advisors
California
$8.81M -$77.7K -2,816 -0.9%
HHMI
1048
Howard Hughes Medical Institute
Maryland
$8.81M +$1.06M +38,384 +14%
WCMN
1049
Westchester Capital Management (Nebraska)
Nebraska
$8.81M -$196K -7,120 -2%
BCM
1050
Blume Capital Management
California
$8.8M +$289K +10,468 +3%
40 41
42
43 44