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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1201
Oakworth Capital
Alabama
$5.55M -$3.2M -128,244 -37%
RJA
1202
Robshaw & Julian Associates
New York
$5.55M – – –
FI
1203
FCM Investments
Texas
$5.55M -$83.7K -3,500 -1%
UBV
1204
United Bank (Virginia)
Virginia
$5.54M +$981K +41,064 +22%
PC
1205
Pecaut & Co
Iowa
$5.53M +$758K +31,700 +16%
TC
1206
Trust Company
Kansas
$5.52M +$238K +9,960 +5%
BAMCO Inc
1207
BAMCO Inc
New York
$5.51M -$1.12M -46,820 -17%
HIS
1208
Horizon Investment Services
Indiana
$5.5M -$952K -39,856 -15%
WTB
1209
Washington Trust Bank
Washington
$5.5M +$28.5K +1,192 +0.5%
HA
1210
Hays Advisory
Tennessee
$5.5M -$901K -37,696 -14%
DWM
1211
Dorchester Wealth Management
Quebec, Canada
$5.49M +$422K +17,668 +8%
SNT
1212
Security National Trust
West Virginia
$5.48M -$60.3K -2,524 -1%
HA
1213
Hamel Associates
New Jersey
$5.47M +$50.7K +2,120 +0.9%
RDM
1214
Retirement Design & Management
Connecticut
$5.45M +$169K +7,052 +3%
SAM
1215
SignalPoint Asset Management
Missouri
$5.45M +$57.2K +2,392 +1%
MFAM
1216
Motley Fool Asset Management
Virginia
$5.45M – – –
CNAM
1217
Campbell Newman Asset Management
Wisconsin
$5.44M +$3.7M +155,020 +214%
IIM
1218
Ipswich Investment Management
Massachusetts
$5.44M +$5.44M +227,580 New
NSIM
1219
North Star Investment Management
Illinois
$5.42M +$315K +13,196 +6%
CCM
1220
Carderock Capital Management
Maryland
$5.39M -$575K -24,048 -10%
SFG
1221
SevenBridge Financial Group
Pennsylvania
$5.39M -$3.82M -159,772 -41%
TCM
1222
Tradition Capital Management
New Jersey
$5.39M -$202K -8,432 -4%
FNBTCON
1223
First National Bank & Trust Co of Newtown
Pennsylvania
$5.38M -$8.39K -336 -0.2%
CCT
1224
Country Club Trust
Missouri
$5.37M +$342K +14,320 +7%
BCM
1225
Buckhead Capital Management
Georgia
$5.36M +$724K +30,292 +16%
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