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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
HKIM
1301
Hayek Kallen Investment Management
Alabama
$7.49M -$253K -6,020 -3%
OMC
1302
Overbrook Management Corp
New York
$7.47M -$1.62M -38,636 -18%
MBTD
1303
Mechanics Bank - Trust Department
California
$7.47M -$538K -12,820 -7%
MCM
1304
Mengis Capital Management
Oregon
$7.46M +$199K +4,744 +3%
MMPW
1305
Mitchell McLeod Pugh & Williams
Alabama
$7.46M -$76K -1,812 -1%
AF
1306
Advisornet Financial
Minnesota
$7.46M +$394K +9,404 +6%
DWM
1307
Dorchester Wealth Management
Quebec, Canada
$7.45M -$1.05M -24,944 -12%
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$7.45M -$43.6K -1,040 -0.6%
ST
1309
Smithfield Trust
Pennsylvania
$7.41M -$24.5K -584 -0.3%
ATFA
1310
All Terrain Financial Advisors
Minnesota
$7.37M +$396K +9,436 +6%
AAM
1311
Azzad Asset Management
Virginia
$7.34M +$169K +4,028 +2%
PP
1312
Pegasus Partners
Wisconsin
$7.33M -$1.37M -32,712 -16%
RWM
1313
Rench Wealth Management
Texas
$7.32M -$348K -8,296 -5%
FPF
1314
FNY Partners Fund
New York
$7.31M +$7.31M +174,200 New
GCM
1315
Grisanti Capital Management
New York
$7.29M -$3.94M -93,916 -35%
IB
1316
Intrust Bank
Kansas
$7.27M -$96.5K -2,300 -1%
CBT
1317
Central Bank & Trust
Kentucky
$7.26M -$475K -11,324 -6%
PMG
1318
ProVise Management Group
Florida
$7.24M +$53.5K +1,276 +0.7%
CFMC
1319
Curbstone Financial Management Corp
New Hampshire
$7.22M +$3.39M +80,728 +88%
WAM
1320
Wallington Asset Management
Indiana
$7.21M -$35.2K -840 -0.5%
KAS
1321
Kemnay Advisory Services
New York
$7.21M +$145K +3,452 +2%
HCM
1322
Howland Capital Management
Massachusetts
$7.21M +$858K +20,464 +14%
BP
1323
Broadleaf Partners
Ohio
$7.2M -$122K -2,920 -2%
RP
1324
Riverbridge Partners
Minnesota
$7.19M -$33.6K -800 -0.5%
AWM
1325
Altavista Wealth Management
North Carolina
$7.19M -$58.6K -1,396 -0.8%
51 52
53
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