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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 %
CCA
1301
Checchi Capital Advisers
California
$4.67M +$1.33M +52,912 +40%
YP
1302
Yellowstone Partners
Idaho
$4.64M -$465K -18,468 -9%
RAM
1303
Roumell Asset Management
Maryland
$4.64M -$10.2M -403,236 -69%
ACM
1304
Alpha Capital Management
Texas
$4.64M -$95.8K -3,804 -2%
AC
1305
Andromeda Capital
New York
$4.63M +$4.63M +183,980 New
WCAM
1306
West Coast Asset Management
California
$4.63M -$110K -4,348 -2%
FANJ
1307
Financial Architects (New Jersey)
New Jersey
$4.63M -$276K -10,956 -6%
IIM
1308
Intact Investment Management
Quebec, Canada
$4.62M – – –
CCP
1309
Clough Capital Partners
Massachusetts
$4.61M +$4.61M +183,200 New
AAM
1310
Azzad Asset Management
Virginia
$4.61M +$161K +6,380 +4%
SM
1311
Stratton Management
Pennsylvania
$4.6M -$2.09M -82,984 -31%
PHS
1312
Pekin Hardy Strauss
Illinois
$4.59M +$259K +10,264 +6%
TCM
1313
Tanaka Capital Management
New York
$4.59M +$223K +8,852 +5%
PTC
1314
Private Trust Company
Ohio
$4.58M -$387K -15,352 -8%
HCM
1315
Hollencrest Capital Management
California
$4.58M +$284K +11,276 +7%
RCAG
1316
Rehmann Capital Advisory Group
Michigan
$4.56M -$7.05K -280 -0.2%
MWAC
1317
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.56M +$1.08M +42,900 +31%
SFA
1318
Sequoia Financial Advisors
Ohio
$4.55M -$162K -6,440 -3%
MSWM
1319
Mader & Shannon Wealth Management
Missouri
$4.55M -$12.9K -512 -0.3%
TYCC
1320
Texas Yale Capital Corp
Florida
$4.54M +$1.83M +72,856 +68%
HB
1321
Homrich & Berg
Georgia
$4.54M +$1.34M +53,396 +42%
FMW
1322
Farr Miller & Washington
District of Columbia
$4.54M +$528K +20,968 +13%
PAAMCP
1323
Pacific Alternative Asset Management Company (PAAMCO)
California
$4.52M +$4.52M +179,600 New
WCA
1324
Westover Capital Advisors
Delaware
$4.49M -$123K -4,876 -3%
WIC
1325
Woodmont Investment Counsel
Tennessee
$4.48M -$483K -19,176 -10%
51 52
53
54 55