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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
STI
1051
Susquehanna Trust & Investment
Pennsylvania
$9.31M -$48.8K -1,568 -0.5%
NCM
1052
Narwhal Capital Management
Georgia
$9.31M +$105K +3,360 +1%
BHWM
1053
Bar Harbor Wealth Management
New Hampshire
$9.31M +$21.8K +700 +0.2%
LOAMU
1054
Lombard Odier Asset Management (USA)
New York
$9.24M -$5.08M -163,336 -35%
LOCB
1055
Lombard Odier & Cie (Bahamas)
Bahamas
$9.21M -$73.4K -2,360 -0.8%
CANC
1056
Culbertson A N & Co
Virginia
$9.21M +$323K +10,380 +4%
ECM
1057
EagleClaw Capital Management
Massachusetts
$9.16M -$91.2K -2,932 -1%
NFG
1058
NewFocus Financial Group
Washington
$9.16M -$108K -3,468 -1%
FTC
1059
Farmers Trust Company
Ohio
$9.14M +$9.13M +293,384 +99,116%
SIC
1060
SFE Investment Counsel
California
$9.13M -$1.28M -41,088 -12%
SCM
1061
Stevens Capital Management
Pennsylvania
$9.12M -$44.8M -1,439,212 -83%
DBT
1062
Dubuque Bank & Trust
Iowa
$9.06M -$2.93M -94,112 -24%
SCA
1063
Salient Capital Advisors
Texas
$9.04M +$9.04M +290,600 New
FSC
1064
Fiduciary Services Corp
Georgia
$9.04M +$482K +15,504 +6%
AIM
1065
Arcadia Investment Management
Michigan
$9M +$1.25M +40,180 +16%
EWA
1066
Exencial Wealth Advisors
Oklahoma
$9M -$137K -4,332 -1%
SAA
1067
Southeast Asset Advisors
Georgia
$8.99M +$5.21M +167,552 +138%
AWA
1068
Arete Wealth Advisors
Illinois
$8.99M +$1.51M +48,684 +20%
WCF
1069
West Coast Financial
California
$8.96M -$819K -26,324 -8%
AGAM
1070
Avalon Global Asset Management
California
$8.95M -$834K -26,800 -9%
CCM
1071
Cadence Capital Management
Massachusetts
$8.95M -$737K -23,684 -8%
WTB
1072
Washington Trust Bank
Washington
$8.93M +$218K +7,012 +3%
OA
1073
Oak Associates
Ohio
$8.92M – – –
SRC
1074
Shufro Rose & Co
New York
$8.92M -$61.8K -1,988 -0.7%
ECM
1075
ETrade Capital Management
Virginia
$8.9M +$253K +8,136 +3%
41 42
43
44 45