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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
1051
Roundview Capital
New Jersey
$8.31M -$7.41K -256 -0.1%
WCA
1052
Waratah Capital Advisors
Ontario, Canada
$8.3M +$8.3M +286,796 New
KPCM
1053
Kings Point Capital Management
New York
$8.29M -$34.2K -1,180 -0.4%
SBSB
1054
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.27M +$278K +9,596 +3%
MMG
1055
Monetary Management Group
Missouri
$8.26M -$1.07M -36,980 -11%
CAMG
1056
CWA Asset Management Group
Florida
$8.24M +$794K +27,408 +11%
SRC
1057
Shufro Rose & Co
New York
$8.23M +$14.2K +492 +0.2%
Marshall Wace
1058
Marshall Wace
United Kingdom
$8.23M -$43.2M -1,490,580 -84%
AP
1059
AHL Partners
United Kingdom
$8.22M -$1.63M -56,332 -17%
OIA
1060
Optimum Investment Advisors
Illinois
$8.21M -$204K -7,048 -2%
GI
1061
GAMCO Investors
Connecticut
$8.19M -$352K -12,144 -4%
CL
1062
Choreo LLC
Illinois
$8.16M +$4.92M +407,964 +152%
WF
1063
WealthTrust Fairport
Ohio
$8.15M -$145K -5,012 -2%
FEG
1064
Financial Enhancement Group
Indiana
$8.14M +$303K +10,460 +4%
NAMP
1065
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.12M -$666K -23,000 -8%
ECM
1066
EagleClaw Capital Management
Massachusetts
$8.1M -$125K -4,300 -2%
BC
1067
Blackhill Capital
New Jersey
$8.1M – – –
BAM
1068
Bruderman Asset Management
New York
$8.06M -$500K -17,256 -6%
RA
1069
RFG Advisory
Alabama
$8.04M – – –
PTC
1070
Private Trust Company
Ohio
$8.03M -$384K -13,252 -5%
CCM
1071
Copeland Capital Management
Pennsylvania
$8.01M -$1.53M -52,792 -16%
CCT
1072
Chemung Canal Trust
New York
$8M +$17.6K +608 +0.2%
GCM
1073
Gibraltar Capital Management
Oklahoma
$8M +$28.6K +988 +0.4%
SFSIG
1074
San Francisco Sentry Investment Group
California
$7.99M -$305K -10,536 -4%
FA
1075
Fagan Associates
New York
$7.99M +$227K +7,844 +3%
41 42
43
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