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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBSB
1051
Sullivan, Bruyette, Speros & Blaney
Virginia
$11.6M -$106K -2,500 -0.9%
WF
1052
WealthTrust Fairport
Ohio
$11.6M -$35.2K -832 -0.3%
WCF
1053
West Coast Financial
California
$11.6M -$3.07M -72,464 -21%
AAA
1054
Adams Asset Advisors
Texas
$11.6M – – –
BA
1055
Bristlecone Advisors
Washington
$11.5M -$207K -4,892 -2%
CCG
1056
Cypress Capital Group
Florida
$11.5M -$689K -16,276 -6%
WAG
1057
Winthrop Advisory Group
Massachusetts
$11.4M +$11.4M +262,496 New
Marshall Wace
1058
Marshall Wace
United Kingdom
$11.4M +$3.98M +94,104 +53%
1IA
1059
1834 Investment Advisors
Wisconsin
$11.4M +$507K +11,972 +5%
BFIM
1060
Beese Fulmer Investment Management
Ohio
$11.4M -$6.94K -164 -0.1%
CYG
1061
Clean Yield Group
Vermont
$11.4M -$466K -11,008 -4%
BC
1062
Brookfield Corp
Ontario, Canada
$11.3M +$11.3M +268,240 New
B
1063
Brightworth
Georgia
$11.3M +$68.9K +1,628 +0.6%
SWA
1064
SFMG Wealth Advisors
Texas
$11.3M -$2.2K -52 -0%
GCM
1065
Grisanti Capital Management
New York
$11.3M -$5.52M -130,444 -33%
Lido Advisors
1066
Lido Advisors
California
$11.3M +$167K +3,936 +1%
OIA
1067
Optimum Investment Advisors
Illinois
$11.3M -$38.2K -904 -0.3%
BFEC
1068
Benjamin F. Edwards & Company
Missouri
$11.2M +$16.8K +396 +0.1%
NA
1069
NewEdge Advisors
Louisiana
$11.2M +$2.22M +50,868 +25%
FEG
1070
Financial Enhancement Group
Indiana
$11.2M +$256K +6,056 +2%
KFGK
1071
Keystone Financial Group (Kentucky)
Kentucky
$11.2M +$11.2M +256,876 New
LCP
1072
Legacy Capital Partners
Wisconsin
$11.1M -$40.4K -956 -0.4%
BC
1073
Blackhill Capital
New Jersey
$11.1M – – –
WIS
1074
Wright Investors Service
Connecticut
$11.1M +$826K +19,528 +8%
NFG
1075
Next Financial Group
Texas
$11.1M -$4.24M -100,124 -28%
41 42
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