AAPL icon

Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
DS
1026
DRW Securities
Illinois
$12.2M +$12.2M +287,904 New
1SB
1027
1ST Source Bank
Indiana
$12.1M -$95.3K -2,252 -0.8%
MCM
1028
Matarin Capital Management
New York
$12.1M +$7.28K +172 +0.1%
PHAM
1029
Portland Hill Asset Management
United Kingdom
$12.1M -$4.62M -108,836 -28%
AAM
1030
Autus Asset Management
Arizona
$12.1M -$188K -4,440 -2%
HC
1031
Hourglass Capital
Texas
$12.1M -$31.3K -740 -0.3%
DLCIG
1032
D.L. Carlson Investment Group
New Hampshire
$12.1M -$137K -3,240 -1%
EWA
1033
Exencial Wealth Advisors
Oklahoma
$12M +$266K +6,276 +2%
SHCM
1034
Stokes & Hubbell Capital Management
Louisiana
$12M +$879K +20,788 +8%
BHWM
1035
Bar Harbor Wealth Management
New Hampshire
$11.9M -$76.7K -1,812 -0.6%
IWM
1036
IHT Wealth Management
Illinois
$11.9M +$4.87M +111,676 +69%
RM
1037
Resource Management
Louisiana
$11.8M +$11.8M +288,172 New
LSA
1038
L & S Advisors
California
$11.8M -$1.56M -36,928 -12%
TW
1039
Transform Wealth
Colorado
$11.8M +$6.83M +161,400 +137%
IA
1040
Icon Advisers
Colorado
$11.8M -$1.73M -40,840 -13%
CWM
1041
Cabot Wealth Management
Massachusetts
$11.8M -$165K -3,896 -1%
KA
1042
Klingman & Associates
New York
$11.8M +$11M +259,924 +1,451%
RWA
1043
Ropes Wealth Advisors
Massachusetts
$11.7M -$223K -5,264 -2%
CA
1044
Clearstead Advisors
Ohio
$11.7M -$1.31M -31,016 -10%
PPSG
1045
Princeton Portfolio Strategies Group
New Jersey
$11.7M -$388K -9,164 -3%
EIM
1046
Essex Investment Management
Massachusetts
$11.7M -$4.98M -117,800 -30%
FBB
1047
Fulton Breakefield Broenniman
Maryland
$11.7M +$18.3K +432 +0.2%
AWM
1048
AE Wealth Management
Kansas
$11.7M +$1.32M +31,308 +13%
OGC
1049
Oak Grove Capital
New Hampshire
$11.6M +$11.6M +274,916 New
DLA
1050
Douglas Lane & Associates
New York
$11.6M +$315K +7,448 +3%
40 41
42
43 44