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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
1051
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.6M – – –
PFA
1052
Paradigm Financial Advisors
Missouri
$7.59M +$255K +10,984 +3%
LSA
1053
L & S Advisors
California
$7.59M +$1.95M +84,068 +35%
LCP
1054
Legacy Capital Partners
Wisconsin
$7.58M +$211K +9,072 +3%
WCMN
1055
Westchester Capital Management (Nebraska)
Nebraska
$7.56M +$122K +5,264 +2%
FAM
1056
Formidable Asset Management
Ohio
$7.51M +$142K +6,100 +2%
WBG
1057
Wharton Business Group
Pennsylvania
$7.49M -$34.6M -1,489,040 -82%
OWD
1058
Osborn Williams & Donohoe
Ohio
$7.49M -$47.9K -2,012 -0.6%
NEIRG
1059
New England Investment & Retirement Group
Massachusetts
$7.45M -$715K -29,928 -9%
EP
1060
Edgestream Partners
New Jersey
$7.42M -$5.55M -239,004 -43%
JA
1061
JLB & Associates
Michigan
$7.41M +$327K +14,088 +5%
SIA
1062
SeaBridge Investment Advisors
New Jersey
$7.39M +$14.8K +636 +0.2%
KFC
1063
Klingenstein Fields & Co
New York
$7.39M -$135K -5,804 -2%
RNS
1064
Robert N. Shapiro
$7.38M -$343K -14,768 -4%
RMA
1065
Roffman Miller Associates
Pennsylvania
$7.35M +$189K +8,132 +3%
SHA
1066
Smith Hayes Advisers
Nebraska
$7.32M -$80.9K -3,484 -1%
HHMI
1067
Howard Hughes Medical Institute
Maryland
$7.31M -$4.42M -190,220 -38%
PCA
1068
Private Capital Advisors
Connecticut
$7.31M -$13K -560 -0.2%
ST
1069
Stifel Trust
Missouri
$7.29M +$173K +7,448 +2%
CK
1070
Cohen Klingenstein
New York
$7.29M – – –
WMSA
1071
Weiss Multi-Strategy Advisers
New York
$7.29M +$6.58M +282,960 +927%
1SB
1072
1ST Source Bank
Indiana
$7.29M -$330K -14,208 -4%
RC
1073
RBO & Co
California
$7.28M -$93 -4 -0%
CSS
1074
Cubist Systematic Strategies
Connecticut
$7.28M +$7.28M +313,168 New
AT
1075
Arden Trust
Delaware
$7.27M +$12.5K +536 +0.2%
41 42
43
44 45