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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
PAMU
101
Pictet Asset Management (UK)
United Kingdom
$611M -$15.1M -408,304 -2%
Barclays
102
Barclays
United Kingdom
$610M -$282M -7,619,448 -31%
GC
103
Greenlight Capital
New York
$566M -$6.27M -169,600 -1%
Stifel Financial
104
Stifel Financial
Missouri
$566M -$12.7M -342,744 -2%
National Pension Service
105
National Pension Service
South Korea
$562M +$52.7M +1,425,904 +10%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$562M -$18.5M -501,068 -3%
Ohio Public Employees Retirement System (OPERS)
107
Ohio Public Employees Retirement System (OPERS)
Ohio
$546M -$13.6M -366,644 -2%
US Bancorp
108
US Bancorp
Minnesota
$546M -$11.2M -303,280 -2%
SOMRS
109
State of Michigan Retirement System
Michigan
$543M -$69.5M -1,879,600 -11%
Aviva
110
Aviva
United Kingdom
$542M +$7.47M +202,068 +1%
Axa
111
Axa
France
$540M +$4.77M +128,904 +0.9%
Harris Associates
112
Harris Associates
Illinois
$534M -$29.3M -791,684 -5%
Parnassus Investments
113
Parnassus Investments
California
$520M -$327M -8,846,104 -38%
NFA
114
Nationwide Fund Advisors
Ohio
$508M -$48.9M -1,322,468 -9%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$505M -$5.64M -152,512 -1%
WT
116
Wellcome Trust
United Kingdom
$504M
First Manhattan
117
First Manhattan
New York
$500M -$15.5M -420,188 -3%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$494M -$11.8M -320,424 -2%
BGIM
119
Brandywine Global Investment Management
Pennsylvania
$474M -$76.7M -2,075,508 -14%
Teacher Retirement System of Texas
120
Teacher Retirement System of Texas
Texas
$472M +$3.6M +97,408 +0.7%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$466M -$1.75M -47,324 -0.4%
Citigroup
122
Citigroup
New York
$461M -$11.2M -302,344 -2%
Fidelity International
123
Fidelity International
Bermuda
$457M -$19.2M -519,204 -4%
PP
124
Prudential plc
United Kingdom
$443M -$45.8M -1,237,728 -9%
Brown Advisory
125
Brown Advisory
Maryland
$432M +$109M +2,952,112 +33%

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.