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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 %
TCM
1151
Tradition Capital Management
New Jersey
$6.33M -$1.25M -49,564 -16%
LOCC
1152
Lombard Odier & Cie (Canada)
Quebec, Canada
$6.32M +$109K +4,320 +2%
LBC
1153
Lawrence B. Cohen
$6.29M -$43.8K -1,740 -0.7%
CCM
1154
Channing Capital Management
Illinois
$6.25M – – –
AAA
1155
Adams Asset Advisors
Texas
$6.23M +$334K +13,280 +6%
CBT
1156
Central Bank & Trust
Kentucky
$6.22M +$5.49M +217,984 +757%
HPCM
1157
High Pointe Capital Management
Illinois
$6.19M -$3.05M -121,200 -33%
SIC
1158
Sigma Investment Counselors
Michigan
$6.18M +$423K +16,780 +7%
GA
1159
GFS Advisors
Texas
$6.17M -$2.36M -93,856 -28%
TF
1160
Trutina Financial
Washington
$6.11M -$193K -7,660 -3%
EVM
1161
Evelyn V. Moreno
$6.11M -$529K -21,004 -8%
VWM
1162
Vector Wealth Management
Minnesota
$6.08M -$4.13K -164 -0.1%
FHC
1163
First Heartland Consultants
Missouri
$6.06M -$128K -5,100 -2%
HPA
1164
Hilltop Park Associates
New York
$6.05M +$3.02M +120,000 +100%
ST
1165
Sentinel Trust
Texas
$6.03M -$43.8K -1,740 -0.7%
SCA
1166
Salient Capital Advisors
Texas
$6.03M +$1.37M +54,456 +29%
RIM
1167
Regent Investment Management
Kentucky
$6.01M -$234K -9,300 -4%
LA
1168
Lau Associates
Delaware
$6M – – –
ECM
1169
Empire Capital Management
Connecticut
$6M -$17.2M -682,000 -74%
MA
1170
Montag & Associates
Georgia
$5.99M -$86.1K -3,420 -1%
EIM
1171
Essex Investment Management
Massachusetts
$5.96M -$9.27M -368,172 -61%
PCM
1172
Princeton Capital Management
New Jersey
$5.96M -$512K -20,332 -8%
TNB
1173
Thomasville National Bank
Georgia
$5.93M -$2.95M -117,028 -33%
SGC
1174
South Georgia Capital
Illinois
$5.9M -$7.46M -296,280 -56%
AA
1175
Ancora Advisors
Ohio
$5.9M +$106K +4,228 +2%
45 46
47
48 49