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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
1226
Smithbridge Asset Management
Pennsylvania
$6.05M -$85.9K -3,112 -1%
AHS
1227
Aspiriant Holdings S3
California
$6.04M +$116K +4,212 +2%
TRIM
1228
Thompson Rubinstein Investment Management
Oregon
$6.04M – – –
SAM
1229
SignalPoint Asset Management
Missouri
$6.03M -$18.3K -664 -0.3%
MC
1230
MRJ Capital
New York
$6.02M -$55.2K -2,000 -0.9%
GA
1231
GFS Advisors
Texas
$6M -$756K -27,400 -11%
GIM
1232
Guild Investment Management
California
$5.96M +$5.96M +215,896 New
RWM
1233
RKL Wealth Management
Pennsylvania
$5.95M +$1.48M +53,560 +33%
SPC
1234
Stewart & Patten Company
California
$5.95M +$107K +3,872 +2%
IC
1235
InterOcean Capital
Illinois
$5.94M -$2.63M -95,176 -31%
OSNBOA
1236
Old Second National Bank of Aurora
Illinois
$5.94M -$57.8K -2,096 -1%
FNBTCON
1237
First National Bank & Trust Co of Newtown
Pennsylvania
$5.92M -$119K -4,328 -2%
SI
1238
Sentry Investments
Ontario, Canada
$5.91M +$5.91M +214,000 New
ANRIA
1239
American National Registered Investment Advisor
Texas
$5.9M -$38.6K -1,400 -0.7%
SWK
1240
Stephen W. Kidder
$5.89M +$105K +3,800 +2%
WPC
1241
Waters Parkerson & Co
Louisiana
$5.89M -$54.2K -1,964 -0.9%
FBC
1242
Fairfield, Bush & Co
Connecticut
$5.86M -$19.9K -720 -0.3%
CC
1243
Capital Counsel
New York
$5.85M +$164K +5,940 +3%
EPM
1244
Equitec Proprietary Markets
Illinois
$5.84M +$5.84M +211,784 New
CCP
1245
Clarkston Capital Partners
Michigan
$5.84M -$57.4K -2,080 -1%
BS
1246
Bessemer Securities
New York
$5.83M +$1.93M +69,900 +49%
RBC
1247
Ronald Blue & Co
Georgia
$5.83M +$119K +4,324 +2%
SFM
1248
Sphera Funds Management
Israel
$5.83M +$304K +11,032 +6%
PCM
1249
Princeton Capital Management
New Jersey
$5.82M -$714K -25,856 -11%
GGPS
1250
Gary Goldberg Planning Services
New York
$5.82M -$259K -9,396 -4%
48 49
50
51 52