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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
CCMD
1101
Cypress Capital Management (Delaware)
Delaware
$9.07M -$3.5M -94,580 -27%
BBA
1102
BLB&B Advisors
Pennsylvania
$9.07M -$36.2K -980 -0.4%
NL
1103
NWAM LLC
Washington
$9.07M -$291K -7,876 -3%
LNC
1104
Lincoln National Corp
Pennsylvania
$9.05M +$4.58K +124 +0%
SIC
1105
SFE Investment Counsel
California
$9.04M -$2.57M -69,408 -22%
CEI
1106
Clark Estates Inc
New York
$9.02M -$1.77M -48,000 -16%
AAM
1107
AO Asset Management
New York
$9M -$1.85M -50,000 -17%
CBB
1108
Citizens Business Bank
California
$8.99M -$200K -5,416 -2%
LA
1109
Lau Associates
Delaware
$8.98M +$942K +25,488 +11%
RC
1110
RBO & Co
California
$8.97M -$3.61M -97,544 -28%
HBWM
1111
Hollow Brook Wealth Management
New York
$8.97M -$887 -24 -0%
FAT
1112
First American Trust
California
$8.97M -$1.34M -36,176 -13%
ZCA
1113
Zeke Capital Advisors
Pennsylvania
$8.97M +$1.06M +28,780 +13%
RC
1114
Roundview Capital
New Jersey
$8.96M -$887 -24 -0%
MC
1115
Mathes Company
New York
$8.94M +$76.2K +2,060 +0.8%
FANJ
1116
Financial Architects (New Jersey)
New Jersey
$8.9M -$492K -13,300 -5%
RIM
1117
Regent Investment Management
Kentucky
$8.88M +$771K +20,868 +9%
PAM
1118
Peak Asset Management
Colorado
$8.85M -$194K -5,236 -2%
OA
1119
Oxbow Advisors
Texas
$8.84M +$2.09M +56,420 +30%
ESBC
1120
E.S. Barr & Co
Kentucky
$8.82M -$152K -4,100 -2%
IP
1121
Intellectus Partners
California
$8.82M +$79K +2,136 +0.9%
BCMO
1122
Buckingham Capital Management (Ohio)
Ohio
$8.78M -$140K -3,788 -2%
WC
1123
Woodstock Corp
Massachusetts
$8.77M +$197K +5,320 +2%
WIC
1124
Whitegate Investment Counselors
New Hampshire
$8.72M -$119K -3,224 -1%
HC
1125
Hendley & Co
Ohio
$8.71M -$470K -12,716 -5%

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.