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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKWIM
1026
Gerber Kawasaki Wealth & Investment Management
California
$11M -$874K -22,432 -7%
NAMP
1027
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11M – – –
BP
1028
Ballentine Partners
Massachusetts
$10.9M +$344K +8,932 +3%
BHWM
1029
Bar Harbor Wealth Management
New Hampshire
$10.9M -$40.1K -1,040 -0.4%
RIM
1030
Rampart Investment Management
Connecticut
$10.9M +$427K +11,080 +4%
CWM
1031
Cabot Wealth Management
Massachusetts
$10.9M -$219K -5,676 -2%
RWA
1032
Ropes Wealth Advisors
Massachusetts
$10.9M +$123K +3,180 +1%
BAM
1033
Belpointe Asset Management
Nevada
$10.8M +$10.8M +280,872 New
CYG
1034
Clean Yield Group
Vermont
$10.8M -$471K -12,216 -4%
JGC
1035
J. Goldman & Co
New York
$10.8M +$8.31M +215,748 +340%
FA
1036
Fagan Associates
New York
$10.7M -$88.8K -2,304 -0.8%
Carson Wealth (CWM LLC)
1037
Carson Wealth (CWM LLC)
Nebraska
$10.7M -$2.76M -71,548 -21%
BA
1038
Bristlecone Advisors
Washington
$10.7M -$76.3K -1,980 -0.7%
EWA
1039
Exencial Wealth Advisors
Oklahoma
$10.7M +$464K +12,052 +5%
SBSB
1040
Sullivan, Bruyette, Speros & Blaney
Virginia
$10.6M -$193K -5,004 -2%
RPA
1041
Rock Point Advisors
Vermont
$10.6M -$726K -18,832 -6%
FBB
1042
Fulton Breakefield Broenniman
Maryland
$10.6M -$3.26M -84,548 -23%
CC
1043
Carlson Capital
Texas
$10.6M -$2.62M -67,924 -20%
WF
1044
WealthTrust Fairport
Ohio
$10.6M +$26.7K +692 +0.3%
BMO
1045
Beck Mack & Oliver
New York
$10.5M -$1M -25,972 -9%
AAA
1046
Adams Asset Advisors
Texas
$10.5M -$194K -5,032 -2%
ST
1047
Sentinel Trust
Texas
$10.5M +$56.6K +1,468 +0.5%
PTC
1048
Private Trust Company
Ohio
$10.5M -$530K -13,756 -5%
BWFA
1049
Baltimore-Washington Financial Advisors
Maryland
$10.5M +$16.2K +420 +0.2%
RA
1050
Royce & Associates
New York
$10.5M -$2.62M -68,000 -20%
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