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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
JG
1026
Jefferies Group
New York
$10.5M -$11.8M -318,156 -52%
BHA
1027
Beech Hill Advisors
New York
$10.5M +$3.7K +100 +0%
KPCM
1028
Kings Point Capital Management
New York
$10.5M -$73.3K -1,984 -0.7%
BP
1029
Ballentine Partners
Massachusetts
$10.5M +$1.96M +53,084 +24%
PPSG
1030
Princeton Portfolio Strategies Group
New Jersey
$10.4M -$1.1M -29,620 -9%
GC
1031
Gratus Capital
Georgia
$10.4M +$216K +5,832 +2%
BFEC
1032
Benjamin F. Edwards & Company
Missouri
$10.4M +$23.5K +636 +0.2%
HC
1033
Hourglass Capital
Texas
$10.4M -$914K -24,716 -8%
CWM
1034
Cabot Wealth Management
Massachusetts
$10.4M -$165K -4,464 -2%
MMG
1035
Monetary Management Group
Missouri
$10.4M -$22.2K -600 -0.2%
AAM
1036
Autus Asset Management
Arizona
$10.4M -$24.7K -668 -0.2%
PTC
1037
Private Trust Company
Ohio
$10.3M +$235K +6,364 +2%
CC
1038
Colrain Capital
Massachusetts
$10.3M -$4.17M -112,880 -28%
NAMP
1039
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$10.3M +$187K +5,060 +2%
BHWM
1040
Bar Harbor Wealth Management
New Hampshire
$10.2M -$380K -10,272 -3%
GWM
1041
Greenwich Wealth Management
Connecticut
$10.2M -$36.5K -988 -0.3%
GCM
1042
Gibraltar Capital Management
Oklahoma
$10.1M +$250K +6,752 +2%
SBSB
1043
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.1M -$33.3K -900 -0.3%
HB
1044
Homrich & Berg
Georgia
$10.1M -$29.7K -804 -0.3%
BCM
1045
BlueCrest Capital Management
Jersey
$10.1M +$10.4M +280,728 New
CCG
1046
Cypress Capital Group
Florida
$10.1M +$443K +11,992 +4%
FA
1047
Fagan Associates
New York
$10.1M +$141K +3,824 +1%
LSA
1048
L & S Advisors
California
$10.1M -$318K -8,596 -3%
CCA
1049
Catalyst Capital Advisors
New York
$10.1M +$2.94M +79,600 +40%
BA
1050
Bristlecone Advisors
Washington
$10.1M -$215K -5,816 -2%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.