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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1301
LVW Advisors
New York
$5.59M +$2.02M +71,632 +57%
BP
1302
Ballentine Partners
Massachusetts
$5.58M +$372K +13,148 +7%
CCM
1303
Cadence Capital Management
Massachusetts
$5.53M -$12.7M -449,544 -70%
GG
1304
Greenwood Gearhart
Arkansas
$5.51M -$58K -2,052 -1%
HKIM
1305
Hayek Kallen Investment Management
Alabama
$5.51M +$18.9K +668 +0.3%
Two Sigma Advisers
1306
Two Sigma Advisers
New York
$5.49M -$23.6M -835,300 -81%
FMWA
1307
Forvis Mazars Wealth Advisors
Missouri
$5.45M +$320K +11,320 +6%
CAM
1308
CMT Asset Management
Illinois
$5.43M +$5.43M +191,988 New
MTIM
1309
Marathon Trading Investment Management
Pennsylvania
$5.42M +$187K +6,628 +4%
OLA
1310
Oliver Luxxe Assets
New Jersey
$5.41M +$420K +14,848 +8%
FSA
1311
Financial Sense Advisors
California
$5.41M +$2.3M +81,348 +74%
DW
1312
Domani Wealth
Pennsylvania
$5.41M +$293K +10,380 +6%
RWM
1313
Rench Wealth Management
Texas
$5.4M -$1.67M -59,128 -24%
CCP
1314
Clarkston Capital Partners
Michigan
$5.39M +$112K +3,968 +2%
WA
1315
Winfield Associates
Ohio
$5.38M -$286K -10,108 -5%
BHB
1316
Bank Hapoalim BM
Israel
$5.37M -$111K -3,932 -2%
SAM
1317
Solaris Asset Management
New York
$5.37M -$63.2K -2,236 -1%
AIIMS
1318
Analyst IMS Investment Management Services
Israel
$5.36M -$174K -6,160 -3%
IPC
1319
Independent Portfolio Consultants
Florida
$5.36M -$277K -9,816 -5%
AMM
1320
American Money Management
California
$5.35M -$215 -8 -0%
PIM
1321
Progressive Investment Management
Oregon
$5.35M +$66.8K +2,364 +1%
SCM
1322
Sitrin Capital Management
California
$5.34M +$5.65K +200 +0.1%
HVIA
1323
Hudson Valley Investment Advisors
New York
$5.34M +$900K +31,832 +20%
RAM
1324
Ramsey Asset Management
Virginia
$5.33M – – –
PCM
1325
Princeton Capital Management
New Jersey
$5.31M -$460K -16,292 -8%
51 52
53
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