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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAM
1201
Highstreet Asset Management
Ontario, Canada
$10.8M +$499K +8,916 +5%
VWA
1202
V Wealth Advisors
Kansas
$10.8M +$1.37M +24,420 +15%
SC
1203
Slow Capital
California
$10.7M +$1.71M +30,604 +19%
V
1204
ValueWorks
New York
$10.7M -$872K -15,568 -8%
RIG
1205
Renaissance Investment Group
Massachusetts
$10.7M -$367K -6,548 -3%
WPW
1206
Waldron Private Wealth
Pennsylvania
$10.7M +$1.89M +33,824 +21%
AA
1207
ALPS Advisors
Colorado
$10.7M -$1.46M -26,164 -12%
KJHP
1208
K.J. Harrison & Partners
Ontario, Canada
$10.7M -$755K -13,480 -7%
AOWM
1209
Alpha Omega Wealth Management
Virginia
$10.7M +$2.53M +38,972 +31%
SCM
1210
Sterneck Capital Management
Missouri
$10.6M -$164K -2,936 -2%
RCP
1211
Rothschild Capital Partners
New York
$10.6M -$251K -4,484 -2%
VAS
1212
Valicenti Advisory Services
New York
$10.6M -$1.79M -31,908 -14%
FMWA
1213
Forvis Mazars Wealth Advisors
Missouri
$10.6M -$44.6K -796 -0.4%
IIM
1214
Ipswich Investment Management
Massachusetts
$10.6M -$43.7K -780 -0.4%
SCA
1215
Sage Capital Advisors
South Dakota
$10.6M +$17.5K +312 +0.2%
Koshinski Asset Management
1216
Koshinski Asset Management
Illinois
$10.5M +$1.43M +25,596 +16%
PT
1217
Plimoth Trust
Massachusetts
$10.5M -$398K -7,104 -4%
FANJ
1218
Financial Architects (New Jersey)
New Jersey
$10.5M -$271K -4,844 -3%
CG
1219
Caprock Group
Idaho
$10.5M -$598K -10,672 -5%
MWA
1220
Meridian Wealth Advisors
Texas
$10.5M +$7.41M +132,268 +241%
NFG
1221
Nadler Financial Group
Illinois
$10.5M -$162K -2,888 -2%
MWM
1222
Meridian Wealth Management
Kentucky
$10.5M +$308K +5,504 +3%
BBNA
1223
Bremer Bank National Association
Minnesota
$10.5M -$1.29M -23,124 -11%
BCMNY
1224
Buckingham Capital Management (New York)
New York
$10.4M – – –
CBT
1225
Central Bank & Trust
Kentucky
$10.4M +$137K +2,440 +1%
47 48
49
50 51