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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
WFG
1201
Windsor Financial Group
Minnesota
$7.74M -$34.8K -940 -0.4%
LGC
1202
Laurel Grove Capital
California
$7.74M -$605K -16,368 -7%
CNBT
1203
Canandaigua National Bank & Trust
New York
$7.73M -$221K -5,980 -3%
JFA
1204
Johanson Financial Advisors
California
$7.72M +$269K +7,288 +4%
Lido Advisors
1205
Lido Advisors
California
$7.69M -$320K -8,668 -4%
SSI
1206
Scott & Selber Inc
Texas
$7.69M -$138K -3,744 -2%
IIM
1207
Ipswich Investment Management
Massachusetts
$7.67M -$295K -7,972 -4%
AGAM
1208
Avalon Global Asset Management
California
$7.66M
GLAM
1209
Gardner Lewis Asset Management
Pennsylvania
$7.65M -$1.47M -39,856 -16%
MAM
1210
Majedie Asset Management
United Kingdom
$7.65M -$926K -25,056 -11%
MTC
1211
McDaniel Terry & Co
Texas
$7.64M
WPP
1212
Whalerock Point Partners
Rhode Island
$7.63M -$849K -22,952 -10%
BONST
1213
Bank of Nova Scotia Trust
Ontario, Canada
$7.62M -$429K -11,608 -5%
OLA
1214
Oliver Luxxe Assets
New Jersey
$7.61M +$288K +7,780 +4%
SCM
1215
Stanley Capital Management
Texas
$7.61M
MCM
1216
McMillion Capital Management
North Carolina
$7.59M -$56.9K -1,540 -0.7%
SCM
1217
Southport Capital Management
Tennessee
$7.58M +$1.37M +37,168 +21%
FI
1218
FCM Investments
Texas
$7.57M
AAIM
1219
American Assets Investment Management
California
$7.56M
Twin Tree Management
1220
Twin Tree Management
Texas
$7.56M -$4.24M -114,712 -35%
JPMIA
1221
J.P. Marvel Investment Advisors
Massachusetts
$7.54M -$24.8K -672 -0.3%
PP
1222
Pegasus Partners
Wisconsin
$7.54M -$40.2K -1,088 -0.5%
NEI
1223
Northwest & Ethical Investments
Ontario, Canada
$7.53M +$1.06M +28,800 +16%
SAM
1224
Selway Asset Management
$7.52M -$398K -10,760 -5%
EA
1225
Edge Advisors
Georgia
$7.5M -$1.13M -30,600 -13%

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.