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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
VW
1151
Vantage Wealth
California
$8.4M -$200K -5,420 -2%
BAAM
1152
Baker Avenue Asset Management
California
$8.4M -$335K -9,068 -4%
CC
1153
Cadinha & Co
Hawaii
$8.39M -$72K -1,948 -0.8%
BJL
1154
Brighton Jones LLC
Washington
$8.39M -$324K -8,760 -4%
TCM
1155
Telos Capital Management
California
$8.38M -$246K -6,644 -3%
GP
1156
GLG Partners
United Kingdom
$8.37M -$221K -5,968 -3%
KJHP
1157
K.J. Harrison & Partners
Ontario, Canada
$8.36M -$387K -10,460 -4%
PJSIMP
1158
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.36M -$138K -3,732 -2%
UBWV
1159
United Bank (West Virginia)
West Virginia
$8.35M -$182K -4,932 -2%
HT
1160
Heritage Trust
Oklahoma
$8.33M -$294K -7,940 -3%
LOAME
1161
Lombard Odier Asset Management (Europe)
United Kingdom
$8.3M
SC
1162
Saybrook Capital
North Carolina
$8.24M +$311K +8,400 +4%
EA
1163
Evanston Advisors
Illinois
$8.21M +$98.5K +2,664 +1%
NFG
1164
Nadler Financial Group
Illinois
$8.21M +$46.9K +1,268 +0.6%
IFB
1165
iAB Financial Bank
Indiana
$8.2M +$1.18K +32 +0%
SFFS
1166
Stonehage Fleming Financial Services
Jersey
$8.19M -$2.02M -54,600 -19%
PVH
1167
Psagot Value Holdings
Israel
$8.18M +$123K +3,336 +1%
AWA
1168
ARS Wealth Advisors
Florida
$8.17M +$233K +6,300 +3%
AIM
1169
Arcadia Investment Management
Michigan
$8.11M -$477K -12,904 -5%
SBL
1170
Sargent Bickham Lagudis
Colorado
$8.1M -$139K -3,756 -2%
BCB
1171
Brian C. Broderick
$8.1M -$99.8K -2,700 -1%
FHA
1172
Flagship Harbor Advisors
Massachusetts
$8.09M +$265K +7,156 +3%
MIP
1173
Marietta Investment Partners
Wisconsin
$8.08M -$64.9K -1,756 -0.8%
GC
1174
Grace Capital
Massachusetts
$8.07M +$76.5K +2,068 +0.9%
VV
1175
Verity & Verity
South Carolina
$8.07M -$525K -14,208 -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.