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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
SAM
1126
SignalPoint Asset Management
Missouri
$8.71M +$230K +6,220 +3%
SG
1127
Swarthmore Group
Pennsylvania
$8.71M +$8.94M +241,800 New
OCM
1128
Oakwood Capital Management
California
$8.67M -$264K -7,140 -3%
JAM
1129
JCIC Asset Management
Ontario, Canada
$8.66M -$31.1K -840 -0.3%
SDJVC
1130
St. Denis J. Villere & Co
Louisiana
$8.66M -$103K -2,780 -1%
CL
1131
Choreo LLC
Illinois
$8.63M -$30.6M -828,852 -78%
HH
1132
Hilltop Holdings
Texas
$8.63M -$167K -4,504 -2%
SA
1133
Strategic Advisors
New York
$8.61M -$150K -4,064 -2%
TCOT
1134
Trust Company of Toledo
Ohio
$8.6M +$593K +16,032 +7%
MC
1135
MRJ Capital
New York
$8.6M
CMG
1136
Cavalry Management Group
California
$8.6M -$20.5M -554,564 -70%
ERIM
1137
Eagle Ridge Investment Management
Connecticut
$8.57M +$341K +9,212 +4%
WIS
1138
Wright Investors Service
Connecticut
$8.56M +$433K +11,700 +5%
MIAN
1139
Mariner Independent Advisor Network
Kansas
$8.55M -$6.48M -175,164 -42%
CBU
1140
CIBC Bank USA
Illinois
$8.53M +$2.3M +62,112 +36%
GA
1141
GFS Advisors
Texas
$8.51M -$617K -16,700 -7%
HMS
1142
Hanseatic Management Services
New Mexico
$8.5M +$2.74M +73,980 +46%
SFS
1143
Strategic Financial Services
New York
$8.48M -$1.53M -41,464 -15%
SIAP
1144
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8.47M -$146K -3,940 -2%
RIG
1145
Renaissance Investment Group
Massachusetts
$8.47M -$63.4K -1,716 -0.7%
GCA
1146
Greenwood Capital Associates
South Carolina
$8.47M -$615K -16,628 -7%
CCC
1147
Chelsea Counsel Company
California
$8.44M +$417K +11,288 +5%
SNT
1148
Security National Trust
West Virginia
$8.41M +$15.1K +408 +0.2%
AA
1149
Apriem Advisors
California
$8.41M +$206K +5,580 +2%
NMIFOAC
1150
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$8.41M -$503K -13,600 -6%

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.