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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFB
1326
iAB Financial Bank
Indiana
$5.72M +$673K +21,640 +13%
WRM
1327
Westport Resources Management
Connecticut
$5.72M +$1.03M +33,192 +22%
PPSG
1328
Princeton Portfolio Strategies Group
New Jersey
$5.71M -$184K -5,900 -3%
MWAC
1329
Mariner Wealth Advisors (Cincinnati)
Ohio
$5.71M +$6.97K +224 +0.1%
MHS
1330
M Holdings Securities
Oregon
$5.7M +$13.4K +432 +0.2%
PAM
1331
Paradigm Asset Management
New York
$5.7M +$635K +20,400 +13%
AMM
1332
American Money Management
California
$5.68M +$113K +3,620 +2%
SSI
1333
Scott & Selber Inc
Texas
$5.67M -$328K -10,544 -5%
FIM
1334
Freedom Investment Management
Connecticut
$5.66M +$744K +23,908 +15%
CIA
1335
Capital Investment Advisors
Georgia
$5.63M +$176K +5,664 +3%
HA
1336
Hamel Associates
New Jersey
$5.62M -$261K -8,400 -4%
CCA
1337
Cobblestone Capital Advisors
New York
$5.6M -$6.98M -224,480 -56%
MCM
1338
Moore Capital Management
New York
$5.59M -$6.53M -209,924 -54%
FMWA
1339
Forvis Mazars Wealth Advisors
Missouri
$5.59M +$956K +30,736 +21%
ACM
1340
Advisors Capital Management
New Jersey
$5.54M +$377K +12,128 +7%
UBV
1341
United Bank (Virginia)
Virginia
$5.52M +$541K +17,396 +11%
DSC
1342
Duncker Streett & Co
Missouri
$5.51M +$1.16M +37,244 +27%
TCOT
1343
Trust Company of Toledo
Ohio
$5.51M +$217K +6,984 +4%
SLG
1344
Stanley-Laman Group
Pennsylvania
$5.5M +$593K +19,056 +12%
MCM
1345
Mengis Capital Management
Oregon
$5.5M +$18.2K +584 +0.3%
UF
1346
Univest Financial
Pennsylvania
$5.49M -$888K -28,548 -14%
MSWM
1347
Mader & Shannon Wealth Management
Missouri
$5.48M -$99.2K -3,188 -2%
SCM
1348
Stonebridge Capital Management
California
$5.48M +$2.49K +80 +0%
BLAM
1349
Bourne Lent Asset Management
New York
$5.48M +$5.48M +176,084 New
HKIM
1350
Hayek Kallen Investment Management
Alabama
$5.48M +$80.4K +2,584 +1%
52 53
54
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