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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1201
Cubic Asset Management
Massachusetts
$6.55M +$486K +16,800 +8%
WIA
1202
Westbourne Investment Advisors
Maryland
$6.55M +$63.9K +2,208 +1%
CG
1203
Caprock Group
Idaho
$6.52M -$880K -30,404 -12%
BI
1204
Boulegeris Investments
Georgia
$6.5M -$206K -7,100 -3%
RIM
1205
Regent Investment Management
Kentucky
$6.49M -$26.6K -920 -0.4%
CFA
1206
Capstone Financial Advisors
Illinois
$6.49M +$104K +3,596 +2%
IFB
1207
iAB Financial Bank
Indiana
$6.48M +$232K +8,028 +4%
WCP
1208
Welch Capital Partners
New York
$6.47M +$4.87M +168,264 +304%
CCA
1209
Checchi Capital Advisers
California
$6.46M +$55.6K +1,920 +0.9%
RWA
1210
Ropes Wealth Advisors
Massachusetts
$6.46M +$462K +15,948 +8%
MCA
1211
Morris Capital Advisors
Pennsylvania
$6.46M -$1.03M -35,628 -14%
AAM
1212
AO Asset Management
New York
$6.45M -$5.03M -173,600 -44%
VanEck Associates
1213
VanEck Associates
New York
$6.45M -$254K -8,772 -4%
EA
1214
Edge Advisors
Georgia
$6.44M +$6.44M +222,332 New
MCM
1215
Manchester Capital Management
Vermont
$6.43M -$58.3K -2,012 -0.9%
SC
1216
Saybrook Capital
North Carolina
$6.43M -$252K -8,700 -4%
LA
1217
Lau Associates
Delaware
$6.42M -$3.13K -108 -0%
TF
1218
Tompkins Financial
New York
$6.42M +$80.6K +2,784 +1%
CCM
1219
Carderock Capital Management
Maryland
$6.41M -$74K -2,556 -1%
WEC
1220
Winslow Evans & Crocker
Massachusetts
$6.41M -$897K -30,984 -12%
CBT
1221
Central Bank & Trust
Kentucky
$6.41M +$35.4K +1,224 +0.6%
DWM
1222
Dorchester Wealth Management
Quebec, Canada
$6.39M -$57.3K -1,980 -0.9%
SAM
1223
Selway Asset Management
$6.39M +$181K +6,240 +3%
SACTSONJ
1224
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.37M – – –
BONST
1225
Bank of Nova Scotia Trust
Ontario, Canada
$6.36M +$213K +7,356 +3%
47 48
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