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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
CCM
1251
Carderock Capital Management
Maryland
$7.28M -$309K -8,368 -4%
RSVP
1252
Ramsay Stattman Vela & Price
Colorado
$7.25M -$120K -3,236 -2%
SICM
1253
Sustainable Insight Capital Management
New York
$7.24M +$4.3M +116,400 +137%
PFS
1254
Prospera Financial Services
Texas
$7.24M -$809K -21,876 -10%
VWM
1255
Venturi Wealth Management
Texas
$7.22M +$6.1M +164,944 +463%
FMWA
1256
Forvis Mazars Wealth Advisors
Missouri
$7.2M +$300K +8,112 +4%
WPC
1257
Waters Parkerson & Co
Louisiana
$7.18M +$96.3K +2,604 +1%
P
1258
Pitcairn
Pennsylvania
$7.17M +$229K +6,184 +3%
CIS
1259
Capital International Sarl
California
$7.16M -$4.82M -130,400 -40%
CCT
1260
Country Club Trust
Missouri
$7.15M -$893K -24,144 -11%
RCM
1261
RB Capital Management
Nevada
$7.15M +$576K +15,576 +9%
FAM
1262
Foresters Asset Management
Ontario, Canada
$7.14M +$985K +26,640 +21%
RWM
1263
Rench Wealth Management
Texas
$7.13M -$60.9K -1,648 -0.8%
GAM
1264
Griffin Asset Management
New York
$7.13M +$7.32M +197,916 New
SIMM
1265
Stillwater Investment Management (Minnesota)
Minnesota
$7.1M -$194K -5,244 -3%
JCM
1266
Jafra Capital Management
New York
$7.1M -$9.48M -256,412 -57%
WPA
1267
Winning Points Advisors
Florida
$7.09M -$62.1K -1,680 -0.8%
BPCA
1268
Bank Pictet & Cie (Asia)
Singapore
$7.08M -$3.21M -86,888 -31%
CBT
1269
Central Bank & Trust
Kentucky
$7.07M -$353K -9,560 -5%
DDC
1270
Daniel Devine & Co
Florida
$7.07M -$148K -4,000 -2%
PIM
1271
Progressive Investment Management
Oregon
$7.04M +$559K +15,108 +8%
BAMCO Inc
1272
BAMCO Inc
New York
$7.03M
CCM
1273
Condor Capital Management
New Jersey
$7.01M -$40.8K -1,104 -0.6%
WTB
1274
Washington Trust Bank
Washington
$7.01M -$227K -6,144 -3%
MMPW
1275
Mitchell McLeod Pugh & Williams
Alabama
$7.01M -$25.1K -680 -0.3%

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.