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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
1226
Mechanics Bank - Trust Department
California
$5.51M +$128K +5,072 +2%
TRIM
1227
Thompson Rubinstein Investment Management
Oregon
$5.51M -$26.1K -1,036 -0.5%
OSNBOA
1228
Old Second National Bank of Aurora
Illinois
$5.48M -$2.38M -94,400 -30%
LMAM
1229
Legg Mason Asset Management
Japan
$5.46M -$645K -25,600 -11%
Twin Tree Management
1230
Twin Tree Management
Texas
$5.45M -$2.03M -80,424 -27%
GWM
1231
Graybill Wealth Management
Illinois
$5.45M +$11K +436 +0.2%
GCG
1232
Giovine Capital Group
California
$5.45M -$504K -20,000 -8%
WPC
1233
Waters Parkerson & Co
Louisiana
$5.42M -$77.3K -3,068 -1%
OC
1234
Oakworth Capital
Alabama
$5.42M +$61.8K +2,412 +1%
ANRIA
1235
American National Registered Investment Advisor
Texas
$5.42M -$62.2K -2,468 -1%
AHS
1236
Aspiriant Holdings S3
California
$5.41M -$19.2K -764 -0.4%
JG
1237
Jefferies Group
New York
$5.39M -$1.26M -49,920 -19%
MTC
1238
McDaniel Terry & Co
Texas
$5.38M -$25.7K -1,020 -0.5%
CCP
1239
Clarkston Capital Partners
Michigan
$5.38M +$33.2K +1,320 +0.6%
FBC
1240
Fairfield, Bush & Co
Connecticut
$5.36M -$30.2K -1,200 -0.6%
JIR
1241
James Investment Research
Ohio
$5.36M +$4.7M +186,500 +711%
SPC
1242
Stewart & Patten Company
California
$5.33M -$58.3K -2,316 -1%
AIC
1243
Argus Investors Counsel
New York
$5.33M -$447K -17,760 -8%
HC
1244
Hendley & Co
Ohio
$5.31M +$1.01K +40 +0%
RCM
1245
Reynolds Capital Management
Nevada
$5.3M +$735K +29,200 +16%
AAIM
1246
American Assets Investment Management
California
$5.29M – – –
SPM
1247
Symmetry Peak Management
Pennsylvania
$5.29M +$5.29M +210,000 New
SWK
1248
Stephen W. Kidder
$5.28M +$1.62M +64,480 +44%
DCM
1249
Delta Capital Management
New Jersey
$5.27M +$99.7K +3,960 +2%
NCIM
1250
New Century Investment Management
Michigan
$5.27M +$233K +9,240 +5%
48 49
50
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