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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
CFA
1176
Capstone Financial Advisors
Illinois
$8.06M +$108K +2,924 +1%
RJA
1177
Robshaw & Julian Associates
New York
$8.04M -$172K -4,660 -2%
CL
1178
Croft-Leominster
Maryland
$8.04M -$8.64M -233,632 -51%
GF
1179
Goodman Financial
Texas
$8.02M -$189K -5,100 -2%
BLAM
1180
Bourne Lent Asset Management
New York
$8M -$80.9K -2,188 -1%
HJA
1181
Hugh Johnson Advisors
New York
$8M -$152K -4,100 -2%
TWMP
1182
Taylor Wealth Management Partners
Massachusetts
$7.99M -$121K -3,260 -1%
ECM
1183
Exchange Capital Management
Michigan
$7.96M -$3.33M -90,140 -29%
FSA
1184
Financial Sense Advisors
California
$7.95M +$347K +9,384 +4%
TF
1185
Tompkins Financial
New York
$7.94M -$40.2K -1,088 -0.5%
BFA
1186
Bragg Financial Advisors
North Carolina
$7.93M +$257K +6,960 +3%
FIM
1187
Freedom Investment Management
Connecticut
$7.92M -$529K -14,304 -6%
PTB
1188
Pioneer Trust Bank
Oregon
$7.92M +$85.8K +2,320 +1%
WIA
1189
Westbourne Investment Advisors
Maryland
$7.9M -$202K -5,456 -2%
SFG
1190
SevenBridge Financial Group
Pennsylvania
$7.89M +$30.2K +816 +0.4%
RCP
1191
Rothschild Capital Partners
New York
$7.88M
SAM
1192
Symphony Asset Management
California
$7.88M -$881K -23,828 -10%
VNA
1193
Valley National Advisers
Pennsylvania
$7.84M -$38.7K -1,048 -0.5%
MCM
1194
Manchester Capital Management
Vermont
$7.84M +$22.3K +604 +0.3%
IFWM
1195
Institute for Wealth Management
Colorado
$7.8M +$8.03M +217,248 New
OMC
1196
Overbrook Management Corp
New York
$7.8M +$59.3K +1,604 +0.7%
UAS
1197
United Asset Strategies
New York
$7.79M -$4.36M -117,984 -35%
FNBTCON
1198
First National Bank & Trust Co of Newtown
Pennsylvania
$7.79M -$41.6K -1,124 -0.5%
MC
1199
Martin & Co
Tennessee
$7.79M +$25.9K +700 +0.3%
SACTSONJ
1200
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$7.78M -$148K -4,000 -2%

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.