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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
1026
Exencial Wealth Advisors
Oklahoma
$11.3M -$540K -12,884 -5%
FFA
1027
First Foundation Advisors
California
$11.3M -$4.67M -111,376 -29%
SCA
1028
Snowden Capital Advisors
New York
$11.3M +$1.94M +46,160 +21%
SA
1029
Strategic Advisors
New York
$11.3M +$692K +16,500 +7%
ATC
1030
Argent Trust Co
Tennessee
$11.3M +$4.5M +107,284 +67%
PTC
1031
Private Trust Company
Ohio
$11.3M +$253K +6,028 +2%
PPSG
1032
Princeton Portfolio Strategies Group
New Jersey
$11.3M -$346K -8,252 -3%
CCG
1033
Cypress Capital Group
Florida
$11.2M -$159K -3,780 -1%
TF
1034
Tompkins Financial
New York
$11.2M +$431K +10,272 +4%
OIA
1035
Optimum Investment Advisors
Illinois
$11.2M +$20.6K +492 +0.2%
RM
1036
Resource Management
Louisiana
$11.2M -$933K -22,244 -8%
NC
1037
NBW Capital
Massachusetts
$11.1M -$2.95M -70,388 -21%
BFIM
1038
Beese Fulmer Investment Management
Ohio
$11.1M -$134K -3,204 -1%
STMM
1039
South Texas Money Management
Texas
$11.1M -$1.84M -43,908 -14%
IWM
1040
IHT Wealth Management
Illinois
$11.1M -$269K -6,464 -2%
SGI
1041
Summit Global Investments
Utah
$11.1M +$383K +9,120 +4%
OGC
1042
Oak Grove Capital
New Hampshire
$11.1M -$447K -10,660 -4%
SWA
1043
SFMG Wealth Advisors
Texas
$11.1M -$179K -4,268 -2%
B
1044
Brightworth
Georgia
$11.1M -$185K -4,416 -2%
GI
1045
Gradient Investments
Minnesota
$11M +$8.54M +203,532 +341%
OA
1046
Oxbow Advisors
Texas
$11M +$284K +6,760 +3%
LCP
1047
Legacy Capital Partners
Wisconsin
$11M -$44.6K -1,064 -0.4%
RPA
1048
Rock Point Advisors
Vermont
$11M +$78.5K +1,872 +0.7%
GWM
1049
Greenwich Wealth Management
Connecticut
$11M +$66.9K +1,596 +0.6%
GP
1050
Greenline Partners
New York
$11M +$305K +7,276 +3%
40 41
42
43 44