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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
1026
Lockheed Martin Investment Management
Maryland
$8.79M -$222K -7,680 -2%
SRP
1027
Saddle Road Partners
Nebraska
$8.78M +$1.57M +54,056 +22%
PS
1028
Pensionfund Sabic
Netherlands
$8.74M – – –
CC
1029
Cognios Capital
Kansas
$8.72M +$18.4K +636 +0.2%
1IA
1030
1834 Investment Advisors
Wisconsin
$8.7M +$180K +6,204 +2%
FFA
1031
First Foundation Advisors
California
$8.66M +$726K +25,072 +9%
WI
1032
Wafra Inc
New York
$8.66M -$196K -6,776 -2%
Balyasny Asset Management
1033
Balyasny Asset Management
Illinois
$8.65M -$86.5M -2,988,920 -91%
BA
1034
Bristlecone Advisors
Washington
$8.61M -$123K -4,232 -1%
CIP
1035
Convergence Investment Partners
Florida
$8.61M -$1.98M -68,336 -19%
AAM
1036
Autus Asset Management
Arizona
$8.61M +$71.7K +2,476 +0.8%
FM
1037
Foster & Motley
Ohio
$8.58M -$887K -30,632 -9%
BHWM
1038
Bar Harbor Wealth Management
New Hampshire
$8.57M -$72.3K -2,496 -0.8%
PBT
1039
Pictet Bank & Trust
Bahamas
$8.56M -$57.3K -1,980 -0.7%
CWM
1040
Cabot Wealth Management
Massachusetts
$8.53M +$57.8K +1,996 +0.7%
FAT
1041
First American Trust
California
$8.53M -$258K -8,924 -3%
SBWIC
1042
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.5M +$39.7K +1,372 +0.5%
PAI
1043
Pittenger & Anderson Inc
Nebraska
$8.49M -$344K -11,880 -4%
MG
1044
Markel Group
Virginia
$8.47M +$1.39M +48,000 +20%
PGIM
1045
Pacific Global Investment Management
California
$8.44M +$48.1K +1,660 +0.6%
SCM
1046
Stonebridge Capital Management
California
$8.43M -$410K -14,156 -5%
BPCA
1047
Bank Pictet & Cie (Asia)
Singapore
$8.37M +$35.8K +1,236 +0.4%
SIM
1048
Sonora Investment Management
Arizona
$8.33M -$170K -5,880 -2%
KCMRT
1049
Kemper Corp Master Retirement Trust
Illinois
$8.33M – – –
GWM
1050
Greenwich Wealth Management
Connecticut
$8.31M +$570K +19,672 +7%
40 41
42
43 44