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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 %
AB
1201
AT Bancorp
Iowa
$5.73M -$1.73M -68,588 -23%
RSVP
1202
Ramsay Stattman Vela & Price
Colorado
$5.73M -$29.7K -1,180 -0.5%
WA
1203
Winfield Associates
Ohio
$5.72M +$64.1K +2,544 +1%
TFA
1204
Transamerica Financial Advisors
Florida
$5.67M +$1.3M +51,440 +30%
JPMIA
1205
J.P. Marvel Investment Advisors
Massachusetts
$5.66M -$60K -2,384 -1%
HIS
1206
Horizon Investment Services
Indiana
$5.64M +$249K +9,872 +5%
DCC
1207
Dow Chemical Company
Michigan
$5.64M +$5.64M +224,000 New
BJL
1208
Brighton Jones LLC
Washington
$5.64M -$629K -24,956 -10%
CC
1209
Cognios Capital
Kansas
$5.64M +$15.9K +632 +0.3%
SAM
1210
Selway Asset Management
$5.61M -$256K -10,160 -4%
BCA
1211
Benchmark Capital Advisors
New York
$5.6M +$758K +30,080 +16%
RA
1212
RiverPark Advisors
New York
$5.6M -$5.5M -218,264 -50%
ERIM
1213
Eagle Ridge Investment Management
Connecticut
$5.6M -$124K -4,928 -2%
SAM
1214
Smithbridge Asset Management
Pennsylvania
$5.6M -$75.7K -3,004 -1%
QCMC
1215
Quantum Capital Management (California)
California
$5.59M -$4.8M -190,416 -46%
NFG
1216
Nadler Financial Group
Illinois
$5.59M +$36.9K +1,464 +0.7%
DCM
1217
Driehaus Capital Management
Illinois
$5.59M +$1.46M +57,852 +35%
MCM
1218
Maple Capital Management
Vermont
$5.58M -$61.8K -2,452 -1%
CCS
1219
Crosspoint Capital Strategies
California
$5.57M -$2.34M -92,820 -30%
MC
1220
MRJ Capital
New York
$5.55M -$453K -18,000 -8%
GGPS
1221
Gary Goldberg Planning Services
New York
$5.54M +$29.8K +1,184 +0.5%
GIG
1222
Goodnow Investment Group
Connecticut
$5.53M -$32.3M -1,281,028 -85%
SAM
1223
SignalPoint Asset Management
Missouri
$5.52M +$11.9K +472 +0.2%
TSBJ
1224
Trevor, Stewart, Burton & Jacobsen
New York
$5.52M -$5.58M -221,720 -50%
FNBTCON
1225
First National Bank & Trust Co of Newtown
Pennsylvania
$5.51M -$189K -7,492 -3%
47 48
49
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