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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1076
Moors & Cabot
Massachusetts
$9.59M -$225K -6,084 -2%
MHS
1077
M Holdings Securities
Oregon
$9.54M -$323K -8,740 -3%
BFIM
1078
Beese Fulmer Investment Management
Ohio
$9.54M -$52.2K -1,412 -0.5%
EWA
1079
Exencial Wealth Advisors
Oklahoma
$9.53M -$223K -6,020 -2%
CCT
1080
Chemung Canal Trust
New York
$9.52M -$238K -6,428 -2%
SCM
1081
Stonebridge Capital Management
California
$9.52M -$423K -11,440 -4%
SWA
1082
SFMG Wealth Advisors
Texas
$9.52M +$58K +1,568 +0.6%
NCM
1083
Narwhal Capital Management
Georgia
$9.5M -$73.9K -2,000 -0.8%
ECM
1084
EagleClaw Capital Management
Massachusetts
$9.49M -$129K -3,480 -1%
WI
1085
Wafra Inc
New York
$9.49M -$895K -24,208 -8%
FEG
1086
Financial Enhancement Group
Indiana
$9.48M -$430K -11,628 -4%
BC
1087
Blackhill Capital
New Jersey
$9.47M
WA
1088
WP Advisors
California
$9.46M -$433K -11,712 -4%
CCM
1089
Crossvault Capital Management
Texas
$9.42M -$378K -10,236 -4%
UFF
1090
USA Financial Formulas
Michigan
$9.37M -$2.67M -72,272 -22%
AF
1091
Ally Financial
Michigan
$9.36M +$7.39M +200,000 +333%
HSA
1092
HBK Sorce Advisory
Pennsylvania
$9.35M +$9.6M +259,544 New
1IA
1093
1834 Investment Advisors
Wisconsin
$9.28M -$470K -12,700 -5%
KCMRT
1094
Kemper Corp Master Retirement Trust
Illinois
$9.28M
FFBTD
1095
First Financial Bank - Trust Division
Ohio
$9.23M +$180K +4,860 +2%
SFM
1096
Signet Financial Management
New Jersey
$9.2M -$883K -23,892 -9%
APP
1097
Avantax Planning Partners
Iowa
$9.18M +$706K +19,108 +8%
CCM
1098
Channing Capital Management
Illinois
$9.15M -$331K -8,940 -3%
CIM
1099
CenturyLink Investment Management
Colorado
$9.14M -$652K -17,644 -6%
PAI
1100
Pittenger & Anderson Inc
Nebraska
$9.13M +$95.7K +2,588 +1%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.