AAPL icon

Apple
AAPL

Overview Fund Activity

2,302 hedge funds and large institutions have $360B invested in Apple in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 1,137 increasing their positions, 932 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-30
Holders Change %
-1.29%
% of All Funds
64.34%
Holding in Top 10
1,154
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-4.94%
% of All Funds
32.25%
New
84
Increased
1,137
Reduced
932
Closed
91
Calls
$15B
Puts
$17.4B
Net Calls
-$2.33B
Net Calls Change
+$1.29B

Top Buyers

1
IC
Icahn Carl
Florida
+$5.82B
2
SG Americas Securities
SG Americas Securities
New York
+$941M
3
Bank of America
Bank of America
North Carolina
+$885M
4
GC
Greenlight Capital
New York
+$424M
5
BA
BlackRock Advisors
Delaware
+$398M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.65B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.47B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$882M
4
Deutsche Bank
Deutsche Bank
Germany
-$871M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1201
Braver Wealth Management
Massachusetts
$6.15M +$1.43M +51,724 +30%
WRM
1202
Westport Resources Management
Connecticut
$6.15M +$204K +7,416 +3%
RJA
1203
Robshaw & Julian Associates
New York
$6.15M +$32.4K +1,180 +0.5%
FPCP
1204
Fort Point Capital Partners
California
$6.14M +$1.08M +39,056 +21%
MCM
1205
McMillion Capital Management
North Carolina
$6.12M -$625K -22,672 -9%
CC
1206
Capital Counsel
New York
$6.11M +$139K +5,048 +2%
RSVP
1207
Ramsay Stattman Vela & Price
Colorado
$6.11M +$136K +4,916 +2%
SWK
1208
Stephen W. Kidder
$6.11M +$217K +7,860 +4%
AFWA
1209
Ancora Family Wealth Advisors
Ohio
$6.09M +$6.09M +220,788 New
BJL
1210
Brighton Jones LLC
Washington
$6.08M -$161K -5,852 -3%
NFG
1211
Nadler Financial Group
Illinois
$6.08M -$152K -5,520 -2%
SC
1212
Saybrook Capital
North Carolina
$6.05M – – –
ECM
1213
Element Capital Management
New York
$6.03M +$6.03M +218,688 New
ICOM
1214
Investment Counselors of Maryland
Maryland
$5.98M -$124K -4,480 -2%
EA
1215
Evanston Advisors
Illinois
$5.97M +$540K +19,572 +10%
FNBTCON
1216
First National Bank & Trust Co of Newtown
Pennsylvania
$5.94M +$58.5K +2,120 +1%
SAM
1217
SignalPoint Asset Management
Missouri
$5.92M -$196K -7,124 -3%
WFG
1218
Windsor Financial Group
Minnesota
$5.92M +$136K +4,932 +2%
CCP
1219
Clarkston Capital Partners
Michigan
$5.92M +$3.43M +124,312 +137%
HCMT
1220
Highland Capital Management (Texas)
Texas
$5.92M -$40.2M -1,458,640 -87%
PIM
1221
Penobscot Investment Management
Massachusetts
$5.88M +$124K +4,500 +2%
PCMI
1222
Princeton Capital Management Inc
New Jersey
$5.87M -$87.8K -3,184 -1%
BAAM
1223
Baker Avenue Asset Management
California
$5.87M +$1.51M +54,648 +35%
MTC
1224
McDaniel Terry & Co
Texas
$5.86M -$11K -400 -0.2%
CCM
1225
Cutler Capital Management
Massachusetts
$5.85M -$175K -6,340 -3%
47 48
49
50 51