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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
BCM
1226
Buckhead Capital Management
Georgia
$7.5M -$90.4K -2,444 -1%
CCA
1227
Checchi Capital Advisers
California
$7.5M -$1.03M -27,908 -12%
MNBTD
1228
Moody National Bank Trust Division
Texas
$7.49M
WEC
1229
Winslow Evans & Crocker
Massachusetts
$7.49M +$378K +10,232 +5%
AT
1230
Arden Trust
Delaware
$7.49M -$389K -10,528 -5%
VWA
1231
V Wealth Advisors
Kansas
$7.49M -$369K -9,980 -5%
LW
1232
Linscomb Wealth
Texas
$7.47M +$231K +6,248 +3%
ACM
1233
Avalon Capital Management
California
$7.45M -$114K -3,072 -1%
PS
1234
Pensionfund Sabic
Netherlands
$7.45M -$444K -12,000 -5%
WA
1235
WFG Advisors
Texas
$7.44M +$2.48M +67,060 +48%
B
1236
BancorpSouth
Mississippi
$7.43M +$175K +4,736 +2%
DPIM
1237
Duff & Phelps Investment Management
Illinois
$7.41M -$654K -17,700 -8%
BSW
1238
Buckingham Strategic Wealth
Missouri
$7.41M +$223K +6,024 +3%
FTC
1239
Farmers Trust Company
Ohio
$7.4M -$230K -6,220 -3%
DWM
1240
Dorchester Wealth Management
Quebec, Canada
$7.4M -$134K -3,616 -2%
PC
1241
Pecaut & Co
Iowa
$7.39M -$29.6K -800 -0.4%
HIS
1242
Horizon Investment Services
Indiana
$7.39M +$53.7K +1,452 +0.7%
ANRIA
1243
American National Registered Investment Advisor
Texas
$7.38M
TYCC
1244
Texas Yale Capital Corp
Florida
$7.37M +$207K +5,592 +3%
FPCP
1245
Fort Point Capital Partners
California
$7.36M -$5.31M -143,556 -41%
BI
1246
Boulegeris Investments
Georgia
$7.34M -$374K -10,120 -5%
GG
1247
Greenwood Gearhart
Arkansas
$7.34M +$78.4K +2,120 +1%
MBTD
1248
Mechanics Bank - Trust Department
California
$7.34M +$131K +3,548 +2%
ANBT
1249
American National Bank & Trust
Texas
$7.3M -$13.6K -368 -0.2%
HA
1250
Hamel Associates
New Jersey
$7.29M -$126K -3,408 -2%

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.