AAPL icon

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 %
PVH
1076
Psagot Value Holdings
Israel
$7.38M -$1.11M -44,016 -13%
LCM
1077
Lucas Capital Management
New Jersey
$7.38M -$204K -8,108 -3%
CIM
1078
CIM Investment Management
Pennsylvania
$7.37M -$331K -13,160 -4%
RJA
1079
Robshaw & Julian Associates
New York
$7.36M +$281K +11,160 +4%
CCM
1080
Coldstream Capital Management
Washington
$7.34M -$1.05M -41,688 -13%
AT
1081
Arden Trust
Delaware
$7.33M -$544K -21,616 -7%
ACI
1082
Alpha Cubed Investments
California
$7.31M -$361K -14,320 -5%
PG
1083
Portola Group
California
$7.3M -$25.1K -996 -0.3%
CO
1084
Caldwell & Orkin
Georgia
$7.29M +$4.34M +172,400 +147%
SGK
1085
Steigerwald Gordon & Koch
Virginia
$7.28M -$482K -19,684 -6%
WAS
1086
Winch Advisory Services
Wisconsin
$7.28M +$1.21M +48,100 +20%
SRC
1087
Shufro Rose & Co
New York
$7.28M -$1.29M -51,276 -15%
CCM
1088
Carderock Capital Management
Maryland
$7.27M +$167K +6,624 +2%
SLF
1089
Sun Life Financial
Ontario, Canada
$7.25M +$172K +6,832 +2%
OCM
1090
Olstein Capital Management
New York
$7.25M +$806K +32,000 +13%
OA
1091
Oak Associates
Ohio
$7.23M – – –
FSC
1092
Fiduciary Services Corp
Georgia
$7.22M -$1.4M -55,596 -16%
STI
1093
Susquehanna Trust & Investment
Pennsylvania
$7.21M +$2.32K +92 +0%
DS
1094
DRW Securities
Illinois
$7.2M -$61.9K -2,456 -0.9%
NMIFOAC
1095
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$7.19M – – –
CANC
1096
Culbertson A N & Co
Virginia
$7.19M +$153K +6,064 +2%
AWA
1097
Arete Wealth Advisors
Illinois
$7.18M -$1.27M -50,460 -15%
PFA
1098
Paradigm Financial Advisors
Missouri
$7.15M -$1.09M -43,188 -13%
CCG
1099
Cypress Capital Group
Florida
$7.13M -$337K -13,384 -5%
SHA
1100
Smith Hayes Advisers
Nebraska
$7.13M -$811K -32,184 -10%
42 43
44
45 46