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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
1226
Lido Advisors
California
$6.35M +$1.01M +35,000 +19%
IIM
1227
Ipswich Investment Management
Massachusetts
$6.34M -$160K -5,516 -2%
MTC
1228
McDaniel Terry & Co
Texas
$6.33M -$130K -4,484 -2%
RCP
1229
Rothschild Capital Partners
New York
$6.32M +$259K +8,940 +4%
PTB
1230
Pioneer Trust Bank
Oregon
$6.3M +$240K +8,280 +4%
NFG
1231
Nadler Financial Group
Illinois
$6.3M +$167K +5,752 +3%
SIA
1232
SeaBridge Investment Advisors
New Jersey
$6.29M -$139K -4,816 -2%
IIM
1233
Intact Investment Management
Quebec, Canada
$6.28M -$1.25M -43,200 -17%
TCOT
1234
Trust Company of Toledo
Ohio
$6.28M +$110K +3,784 +2%
VWA
1235
V Wealth Advisors
Kansas
$6.27M +$3.13K +108 +0%
NCGI
1236
Next Century Growth Investors
Minnesota
$6.26M -$5.81M -200,704 -48%
MC
1237
Martin & Co
Tennessee
$6.25M -$100K -3,460 -2%
FNBTCON
1238
First National Bank & Trust Co of Newtown
Pennsylvania
$6.23M -$28.4K -980 -0.5%
PC
1239
Pecaut & Co
Iowa
$6.22M -$46.3K -1,600 -0.7%
HIS
1240
Horizon Investment Services
Indiana
$6.2M -$259K -8,932 -4%
JPMIA
1241
J.P. Marvel Investment Advisors
Massachusetts
$6.18M -$9.27K -320 -0.1%
WIS
1242
Wright Investors Service
Connecticut
$6.17M +$355K +12,260 +6%
PP
1243
Pegasus Partners
Wisconsin
$6.16M +$258K +8,924 +4%
WRHAM
1244
W.R. Huff Asset Management
Florida
$6.16M +$274K +9,480 +5%
MCM
1245
McMillion Capital Management
North Carolina
$6.16M -$39.1K -1,352 -0.6%
MIS
1246
Morningstar Investment Services
Illinois
$6.15M +$789K +27,252 +15%
CCM
1247
Condor Capital Management
New Jersey
$6.14M -$147K -5,088 -2%
OCM
1248
Olstein Capital Management
New York
$6.14M – – –
IAM
1249
Integre Asset Management
New York
$6.14M +$211K +7,284 +4%
BCM
1250
Buckhead Capital Management
Georgia
$6.13M -$136K -4,708 -2%
48 49
50
51 52