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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBNB
1276
Baker Boyer National Bank
Washington
$4.91M +$61K +2,420 +1%
LRPA
1277
L. Roy Papp & Associates
Arizona
$4.89M +$1.44M +56,996 +42%
RFS
1278
Rockefeller Financial Services
New York
$4.88M -$1.09M -43,276 -18%
GC
1279
Garde Capital
Washington
$4.88M +$218K +8,640 +5%
FPA
1280
Fieldpoint Private Advisors
New York
$4.86M -$572K -22,700 -11%
ANB
1281
Amarillo National Bank
Texas
$4.84M -$55.5K -2,204 -1%
NFG
1282
NewFocus Financial Group
Washington
$4.83M +$135K +5,376 +3%
GC
1283
Gruss & Co
Florida
$4.83M – – –
HAIM
1284
Hunter Associates Investment Management
Pennsylvania
$4.83M -$65.7K -2,608 -1%
KFS
1285
Kurt F. Somerville
$4.82M +$1.51K +60 +0%
SIMM
1286
Stillwater Investment Management (Minnesota)
Minnesota
$4.82M -$17.7K -704 -0.4%
PPSG
1287
Princeton Portfolio Strategies Group
New Jersey
$4.78M +$193K +7,672 +4%
BCM
1288
Beck Capital Management
Texas
$4.77M +$597K +23,628 +14%
SCA
1289
STALEY CAPITAL ADVISERS
Pennsylvania
$4.75M +$164K +6,512 +4%
HA
1290
Hamel Associates
New Jersey
$4.75M +$56.4K +2,240 +1%
NAM
1291
NTV Asset Management
West Virginia
$4.75M +$205K +8,120 +5%
RAM
1292
Ramsey Asset Management
Virginia
$4.75M – – –
WPC
1293
White Pine Capital
Minnesota
$4.74M -$2.52K -100 -0.1%
TCOO
1294
Trust Company of Oklahoma
Oklahoma
$4.74M -$460K -18,260 -9%
WFG
1295
Windsor Financial Group
Minnesota
$4.73M -$40K -1,588 -0.8%
MPA
1296
Marvin & Palmer Associates
Delaware
$4.72M -$662K -26,280 -12%
AI
1297
Atria Investments
North Carolina
$4.71M -$546K -21,672 -10%
KAM
1298
Kokusai Asset Management
Japan
$4.71M +$4.71M +186,800 New
RCM
1299
Riverpark Capital Management
New York
$4.69M -$3.91M -155,184 -45%
SCM
1300
Stonebridge Capital Management
California
$4.68M -$96.7K -3,840 -2%
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