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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
SHCM
1276
Stokes & Hubbell Capital Management
Louisiana
$7M +$164K +4,444 +2%
RS
1277
Robeco Schweiz
Switzerland
$7M -$241K -6,508 -3%
CCM
1278
Copeland Capital Management
Pennsylvania
$6.98M -$728K -19,692 -9%
SGA
1279
Strategic Global Advisors
California
$6.97M -$1.3M -35,184 -15%
Cetera Investment Advisers
1280
Cetera Investment Advisers
Illinois
$6.96M +$1.01M +27,292 +16%
WAS
1281
WESPAC Advisors SoCal
California
$6.96M +$54.7K +1,480 +0.8%
AMM
1282
American Money Management
California
$6.96M -$179K -4,836 -2%
CG
1283
Caprock Group
Idaho
$6.95M -$747K -20,204 -9%
MCA
1284
Morris Capital Advisors
Pennsylvania
$6.91M -$233K -6,308 -3%
WAS
1285
Winch Advisory Services
Wisconsin
$6.9M +$394K +10,660 +6%
SIA
1286
SeaBridge Investment Advisors
New Jersey
$6.86M -$523K -14,136 -7%
Koshinski Asset Management
1287
Koshinski Asset Management
Illinois
$6.86M +$692K +18,716 +11%
HKIM
1288
Hayek Kallen Investment Management
Alabama
$6.85M -$79.9K -2,160 -1%
SIC
1289
Sigma Investment Counselors
Michigan
$6.84M +$62K +1,676 +0.9%
CCM
1290
Cadence Capital Management
Massachusetts
$6.83M -$92.4K -2,500 -1%
S
1291
SignatureFD
Georgia
$6.82M +$519K +14,044 +8%
Tudor Investment Corp
1292
Tudor Investment Corp
Connecticut
$6.82M +$7M +189,308 New
NCMW
1293
Northern Capital Management (Wisconsin)
Wisconsin
$6.8M -$94.9K -2,568 -1%
CWM
1294
Concert Wealth Management
California
$6.79M -$13.2M -357,060 -65%
TWM
1295
Torch Wealth Management
Ohio
$6.78M -$65.1K -1,760 -0.9%
MFS
1296
Monetta Financial Services
Illinois
$6.77M
TC
1297
Trust Company
Kansas
$6.77M +$1.72M +46,480 +33%
SCM
1298
Sitrin Capital Management
California
$6.74M +$89.6K +2,424 +1%
ST
1299
Spinnaker Trust
Maine
$6.71M +$45.7K +1,236 +0.7%
AL
1300
Airain Ltd
Guernsey
$6.69M +$6.87M +185,728 New

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.