AAPL icon

Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
1301
Summit Global Investments
Utah
$5.6M +$5.6M +193,292 New
HKIM
1302
Hayek Kallen Investment Management
Alabama
$5.6M -$46.6K -1,608 -0.8%
CFP
1303
Cornerstone Financial Partners
North Carolina
$5.58M +$171K +5,908 +3%
RWM
1304
Rench Wealth Management
Texas
$5.57M +$41.7K +1,440 +0.8%
SCM
1305
Sitrin Capital Management
California
$5.5M +$29.1K +1,004 +0.5%
LCM
1306
Lucas Capital Management
New Jersey
$5.46M -$444K -15,332 -8%
CCP
1307
Clarkston Capital Partners
Michigan
$5.45M -$69.2K -2,388 -1%
SS
1308
Sunbelt Securities
Texas
$5.44M -$2.48M -85,652 -31%
TWM
1309
Torch Wealth Management
Ohio
$5.43M +$177K +6,104 +3%
HVIA
1310
Hudson Valley Investment Advisors
New York
$5.43M -$35K -1,208 -0.6%
HAIM
1311
Hunter Associates Investment Management
Pennsylvania
$5.42M +$112K +3,860 +2%
HS
1312
HighVista Strategies
Massachusetts
$5.41M -$1.54M -53,200 -22%
SHCM
1313
Stokes & Hubbell Capital Management
Louisiana
$5.41M -$10.3K -356 -0.2%
CAM
1314
Chesapeake Asset Management
New York
$5.41M – – –
CAM
1315
Covenant Asset Management
New Jersey
$5.36M +$5.36M +185,012 New
AMM
1316
American Money Management
California
$5.35M -$171K -6,180 -3%
RCAG
1317
Rehmann Capital Advisory Group
Michigan
$5.34M +$52.1K +1,800 +1%
BCM
1318
Barometer Capital Management
Ontario, Canada
$5.34M -$683K -23,600 -11%
MMA
1319
Miracle Mile Advisors
California
$5.33M +$288K +9,944 +6%
AIIMS
1320
Analyst IMS Investment Management Services
Israel
$5.32M -$170K -5,864 -3%
EI
1321
EDMP Inc
Florida
$5.32M +$21.3K +736 +0.4%
IPC
1322
Independent Portfolio Consultants
Florida
$5.3M -$185K -6,376 -3%
ST
1323
Spinnaker Trust
Maine
$5.29M +$2.92M +100,880 +123%
UBV
1324
United Bank (Virginia)
Virginia
$5.28M -$734K -25,352 -12%
PIM
1325
Progressive Investment Management
Oregon
$5.27M -$205K -7,084 -4%
51 52
53
54 55