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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 %
AAIM
1251
American Assets Investment Management
California
$5.8M – – –
MFWM
1252
Motley Fool Wealth Management
Virginia
$5.79M +$5.79M +209,948 New
MTC
1253
McDaniel Terry & Co
Texas
$5.79M -$113K -4,092 -2%
MBTD
1254
Mechanics Bank - Trust Department
California
$5.78M -$254K -9,192 -4%
SAM
1255
Selway Asset Management
$5.76M -$391K -14,160 -6%
MBI
1256
Montrusco Bolton Investments
Quebec, Canada
$5.74M +$4.74M +171,940 +479%
FWCM
1257
First Western Capital Management
California
$5.73M -$710K -25,712 -11%
DCM
1258
Delta Capital Management
New Jersey
$5.71M -$64K -2,320 -1%
CCM
1259
Crossvault Capital Management
Texas
$5.7M +$43.6K +1,580 +0.8%
AAMU
1260
AEGON Asset Management (UK)
United Kingdom
$5.7M -$642K -23,248 -10%
NCMW
1261
Northern Capital Management (Wisconsin)
Wisconsin
$5.69M +$83.6K +3,028 +1%
ACM
1262
Avalon Capital Management
California
$5.69M -$2.57M -93,236 -31%
CWP
1263
Capital Wealth Planning
Florida
$5.68M -$1.71M -61,904 -23%
SCM
1264
Stanley Capital Management
Texas
$5.66M +$5.66M +205,224 New
KFP
1265
Keystone Financial Planning
Ohio
$5.66M -$21.6K -784 -0.4%
UF
1266
Univest Financial
Pennsylvania
$5.66M +$67.9K +2,460 +1%
WEC
1267
Winslow Evans & Crocker
Massachusetts
$5.66M -$55.6K -2,016 -1%
TC
1268
Telemus Capital
Michigan
$5.65M -$17.2K -624 -0.3%
LVP
1269
Limestone Value Partners
Texas
$5.63M +$5.63M +204,000 New
UFF
1270
USA Financial Formulas
Michigan
$5.62M +$5.62M +203,804 New
ACA
1271
Apis Capital Advisors
New York
$5.61M +$5.61M +203,308 New
EI
1272
EDMP Inc
Florida
$5.61M -$156K -5,644 -3%
SGC
1273
South Georgia Capital
Illinois
$5.61M -$861K -31,200 -13%
LW
1274
Linscomb Wealth
Texas
$5.6M +$8.06K +292 +0.1%
SFM
1275
Signet Financial Management
New Jersey
$5.6M +$5.6M +202,736 New
49 50
51
52 53