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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1026
Avestar Capital
New York
$13.8M +$1.33M +23,716 +11%
FEG
1027
Financial Enhancement Group
Indiana
$13.8M -$166K -2,968 -1%
BP
1028
Ballentine Partners
Massachusetts
$13.8M +$88.9K +1,588 +0.6%
BFC
1029
Blue Fin Capital
Rhode Island
$13.8M -$462K -8,244 -3%
RA
1030
RiverPark Advisors
New York
$13.7M -$1.28M -22,812 -9%
Wealth Enhancement Advisory Services
1031
Wealth Enhancement Advisory Services
Minnesota
$13.7M +$1.19M +20,112 +9%
DWM
1032
Doyle Wealth Management
Florida
$13.6M +$101K +1,800 +0.7%
PAM
1033
Peak Asset Management
Colorado
$13.6M -$141K -2,520 -1%
RIM
1034
Regent Investment Management
Kentucky
$13.6M +$104K +1,860 +0.8%
LCM
1035
Lionstone Capital Management
New York
$13.6M -$8.01M -143,040 -37%
UAM
1036
UAS Asset Management
New York
$13.5M -$1.75M -31,200 -11%
LCP
1037
Legacy Capital Partners
Wisconsin
$13.5M -$128K -2,288 -0.9%
WA
1038
WP Advisors
California
$13.5M -$23.5K -420 -0.2%
ECM
1039
EagleClaw Capital Management
Massachusetts
$13.5M -$306K -5,460 -2%
PJSIMP
1040
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.4M -$160K -2,856 -1%
PPSG
1041
Princeton Portfolio Strategies Group
New Jersey
$13.4M -$268K -4,780 -2%
AC
1042
Abbrea Capital
California
$13.4M +$159K +2,840 +1%
VV
1043
Verity & Verity
South Carolina
$13.3M +$1.14M +20,060 +9%
UR
1044
USCA RIA
Texas
$13.3M +$6.5K +116 +0%
FHA
1045
Flagship Harbor Advisors
Massachusetts
$13.3M -$497K -8,880 -4%
BCM
1046
Barometer Capital Management
Ontario, Canada
$13.3M +$13.3M +237,600 New
CNBT
1047
Canandaigua National Bank & Trust
New York
$13.2M +$541K +9,656 +4%
OCM
1048
Oribel Capital Management
New York
$13.2M +$13.2M +236,000 New
BFIC
1049
Bedell Frazier Investment Counselling
California
$13.2M -$5.56M -99,248 -30%
RPA
1050
Rock Point Advisors
Vermont
$13.2M -$59.8K -1,068 -0.5%
40 41
42
43 44