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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 %
LMAM
1301
Legg Mason Asset Management
Japan
$5.32M -$662K -24,000 -11%
FPA
1302
Fieldpoint Private Advisors
New York
$5.31M -$10.5K -380 -0.2%
HH
1303
HWG Holdings
Texas
$5.31M -$3.33M -120,676 -39%
HAIM
1304
Hunter Associates Investment Management
Pennsylvania
$5.3M +$11K +400 +0.2%
GC
1305
Gruss & Co
Florida
$5.29M – – –
LAIC
1306
Lederer & Associates Investment Counsel
California
$5.29M +$5.29M +191,636 New
PPSG
1307
Princeton Portfolio Strategies Group
New Jersey
$5.23M -$8.28K -300 -0.2%
AIC
1308
Argus Investors Counsel
New York
$5.23M -$608K -22,020 -10%
JIC
1309
JRM Investment Counsel
Nebraska
$5.23M +$5.23M +189,372 New
YP
1310
Yellowstone Partners
Idaho
$5.22M +$130K +4,724 +3%
DT
1311
Diversified Trust
Tennessee
$5.22M +$5.22M +189,076 New
HA
1312
Hamel Associates
New Jersey
$5.22M +$11K +400 +0.2%
SCA
1313
STALEY CAPITAL ADVISERS
Pennsylvania
$5.21M – – –
RAM
1314
Ramsey Asset Management
Virginia
$5.2M – – –
CIC
1315
Chase Investment Counsel
Virginia
$5.2M +$4.88M +176,992 +1,542%
SIMM
1316
Stillwater Investment Management (Minnesota)
Minnesota
$5.2M -$80.2K -2,908 -2%
TCOO
1317
Trust Company of Oklahoma
Oklahoma
$5.18M -$7.29K -264 -0.1%
FMW
1318
Farr Miller & Washington
District of Columbia
$5.18M +$209K +7,560 +4%
FTI
1319
Fiduciary Trust International
Massachusetts
$5.17M -$2.56M -92,872 -33%
MPA
1320
Marvin & Palmer Associates
Delaware
$5.16M -$8.17K -296 -0.2%
ADMI
1321
Albert D. Mason Inc
Massachusetts
$5.16M +$407K +14,760 +9%
BCMO
1322
Buckingham Capital Management (Ohio)
Ohio
$5.15M +$1.26M +45,788 +33%
PG
1323
Patten Group
Tennessee
$5.14M +$5.14M +186,368 New
WCA
1324
Waratah Capital Advisors
Ontario, Canada
$5.14M +$966K +35,000 +23%
WFG
1325
Windsor Financial Group
Minnesota
$5.12M -$60.4K -2,188 -1%
51 52
53
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