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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 %
TCOT
1326
Trust Company of Toledo
Ohio
$4.47M -$34.6K -1,372 -0.8%
PJSIMP
1327
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.47M +$676K +26,824 +18%
CCM
1328
Chautauqua Capital Management
Colorado
$4.45M +$717K +28,452 +19%
TF
1329
Tompkins Financial
New York
$4.45M -$23.9K -948 -0.5%
PCM
1330
Prelude Capital Management
New York
$4.45M +$1.86M +73,776 +72%
NES
1331
New England Securities
New York
$4.43M +$286K +11,368 +7%
AA
1332
AlphaMark Advisors
Kentucky
$4.43M -$510K -20,252 -10%
PAM
1333
Paradigm Asset Management
New York
$4.42M +$4.42M +175,600 New
AWM
1334
Altavista Wealth Management
North Carolina
$4.42M -$399K -15,836 -8%
HKIM
1335
Hayek Kallen Investment Management
Alabama
$4.42M -$198K -7,860 -4%
BFG
1336
Beacon Financial Group
Texas
$4.38M -$868K -34,668 -17%
HRC
1337
Hoertkorn Richard Charles
$4.36M -$186K -7,400 -4%
CIA
1338
Capital Investment Advisors
Georgia
$4.36M -$30K -1,192 -0.7%
PAA
1339
Peregrine Asset Advisers
Oregon
$4.35M +$15K +596 +0.3%
PCMI
1340
Princeton Capital Management Inc
New Jersey
$4.34M +$1.2M +47,752 +38%
ADMI
1341
Albert D. Mason Inc
Massachusetts
$4.34M +$567K +22,520 +15%
PIM
1342
Penobscot Investment Management
Massachusetts
$4.33M +$111K +4,424 +3%
TB
1343
Terril Brothers
Missouri
$4.32M +$4.32M +160,680 New
BCB
1344
Brian C. Broderick
$4.32M +$29.1K +1,156 +0.7%
CD
1345
Carl Domino
Florida
$4.31M -$726K -28,820 -14%
GIS
1346
Guardian Investor Services
New York
$4.28M -$400K -15,884 -9%
LCM
1347
Liberty Capital Management
Michigan
$4.26M -$64K -2,540 -1%
PM
1348
Platinum Management
New York
$4.24M -$2.81M -111,600 -40%
ST
1349
Somerset Trust
Pennsylvania
$4.24M -$38.8K -1,540 -0.9%
SGCA
1350
Steel Grove Capital Advisors
Tennessee
$4.2M +$261K +10,352 +7%
52 53
54
55 56