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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
1051
First Foundation Advisors
California
$7.71M -$1.22M -48,328 -14%
NEIRG
1052
New England Investment & Retirement Group
Massachusetts
$7.71M -$143K -5,684 -2%
RIG
1053
Renaissance Investment Group
Massachusetts
$7.7M -$101K -4,028 -1%
DR
1054
Davis Rea
Ontario, Canada
$7.69M +$10.1K +400 +0.1%
MC
1055
Mathes Company
New York
$7.67M +$204K +8,080 +3%
DLCIG
1056
D.L. Carlson Investment Group
New Hampshire
$7.66M -$970K -38,520 -11%
LGC
1057
Laurel Grove Capital
California
$7.64M -$69.5K -2,760 -0.9%
FTC
1058
Farmers Trust Company
Ohio
$7.64M -$155K -6,156 -2%
SIA
1059
SeaBridge Investment Advisors
New Jersey
$7.63M -$378K -15,012 -5%
WCM
1060
Wisconsin Capital Management
Wisconsin
$7.62M -$49.3K -1,956 -0.6%
CSS
1061
Cubist Systematic Strategies
Connecticut
$7.61M -$280K -11,112 -4%
SI
1062
Sprott Inc
Ontario, Canada
$7.56M -$8.19M -325,200 -52%
THCM
1063
Tipp Hill Capital Management
New York
$7.56M +$7.56M +300,000 New
AAM
1064
Autus Asset Management
Arizona
$7.55M +$13.9K +552 +0.2%
BHWM
1065
Bar Harbor Wealth Management
New Hampshire
$7.54M -$257K -10,220 -3%
IIM
1066
Ipswich Investment Management
Massachusetts
$7.54M -$123K -4,880 -2%
ACM
1067
Avalon Capital Management
California
$7.54M -$1.15M -45,648 -13%
RNS
1068
Robert N. Shapiro
$7.52M -$486K -19,284 -6%
LSA
1069
L & S Advisors
California
$7.52M -$713K -28,312 -9%
1IA
1070
1834 Investment Advisors
Wisconsin
$7.49M -$43.6K -1,732 -0.6%
NCM
1071
Narwhal Capital Management
Georgia
$7.48M -$4.03K -160 -0.1%
EWA
1072
Exencial Wealth Advisors
Oklahoma
$7.48M -$51.7K -2,052 -0.7%
SIM
1073
Sterling Investment Management
Arizona
$7.47M -$1.65M -65,500 -18%
MCM
1074
MAI Capital Management
Ohio
$7.45M -$17M -674,948 -70%
ICAS
1075
Investors Capital Advisory Services
Massachusetts
$7.4M +$626K +24,864 +9%
41 42
43
44 45