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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 %
FCM
1101
Frontier Capital Management
Massachusetts
$7.12M -$641K -25,440 -8%
CL
1102
CFS LLC
Oklahoma
$7.12M +$602K +23,888 +9%
GAM
1103
Griffin Asset Management
New York
$7.11M +$1.56M +61,776 +28%
HHMI
1104
Howard Hughes Medical Institute
Maryland
$7.07M -$852K -33,832 -11%
IA
1105
Icon Advisers
Colorado
$7.06M -$1.63M -64,800 -19%
FTI
1106
Fiduciary Trust International
Massachusetts
$7.06M +$97.4K +3,868 +1%
FPCM
1107
Financial Partners Capital Management
New York
$7.05M -$31K -1,232 -0.4%
CCA
1108
Catalyst Capital Advisors
New York
$7.03M +$969K +38,476 +16%
NLGIA
1109
Nippon Life Global Investors Americas
New York
$6.97M – – –
NCGI
1110
Next Century Growth Investors
Minnesota
$6.96M +$3.35M +132,936 +93%
IMOV
1111
Investment Management of Virginia
Virginia
$6.96M -$270K -10,740 -4%
FA
1112
Fagan Associates
New York
$6.93M +$447K +17,764 +7%
PAI
1113
Pittenger & Anderson Inc
Nebraska
$6.91M -$277K -11,016 -4%
ATC
1114
Argent Trust Company
Louisiana
$6.91M -$715K -28,380 -9%
WAM
1115
Wood Asset Management
Florida
$6.9M -$534K -21,204 -7%
MBE
1116
Michael B. Elefante
$6.89M -$154K -6,120 -2%
MIP
1117
Marietta Investment Partners
Wisconsin
$6.89M -$90.8K -3,604 -1%
GIM
1118
Grassi Investment Management
California
$6.89M +$101K +4,004 +1%
LMIM
1119
Lockheed Martin Investment Management
Maryland
$6.88M -$10.4M -413,000 -60%
CNBT
1120
Canandaigua National Bank & Trust
New York
$6.87M +$239K +9,492 +4%
ANBT
1121
American National Bank & Trust
Texas
$6.85M -$69.9K -2,776 -1%
CPS
1122
Counsel Portfolio Services
Ontario, Canada
$6.81M +$5.19M +206,036 +321%
RWM
1123
Rench Wealth Management
Texas
$6.8M +$157K +6,248 +2%
WC
1124
Woodstock Corp
Massachusetts
$6.79M -$3.07M -121,824 -31%
FI
1125
FCM Investments
Texas
$6.75M +$526K +20,880 +8%
43 44
45
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