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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1326
Penobscot Investment Management
Massachusetts
$6.38M +$302K +8,160 +5%
MWAC
1327
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.36M -$122K -3,308 -2%
MCM
1328
Mengis Capital Management
Oregon
$6.36M +$19.2K +520 +0.3%
DSC
1329
Duncker Streett & Co
Missouri
$6.35M +$3.99K +108 +0.1%
FMW
1330
Farr Miller & Washington
District of Columbia
$6.35M +$19.4K +524 +0.3%
AC
1331
Abbrea Capital
California
$6.33M +$75.7K +2,048 +1%
AB
1332
AT Bancorp
Iowa
$6.32M -$2.86M -77,304 -31%
JWM
1333
Jackson Wealth Management
Florida
$6.31M +$740K +20,028 +14%
EI
1334
EDMP Inc
Florida
$6.3M -$134K -3,616 -2%
CIM
1335
Cambria Investment Management
California
$6.29M +$4.31M +116,636 +200%
AWM
1336
Altavista Wealth Management
North Carolina
$6.29M -$370K -9,996 -5%
ISB
1337
Iowa State Bank
Iowa
$6.28M -$143K -3,872 -2%
AWM
1338
AE Wealth Management
Kansas
$6.26M +$1.83M +49,516 +40%
RIA
1339
RPG Investment Advisory
California
$6.26M +$265K +7,180 +4%
RCAG
1340
Rehmann Capital Advisory Group
Michigan
$6.25M -$770K -20,836 -11%
CCA
1341
Conservest Capital Advisors
Pennsylvania
$6.25M -$125K -3,372 -2%
WA
1342
Winfield Associates
Ohio
$6.25M +$94.9K +2,568 +2%
SAM
1343
Smithbridge Asset Management
Pennsylvania
$6.25M -$129K -3,488 -2%
YWP
1344
YorkBridge Wealth Partners
New York
$6.25M +$80.4K +2,176 +1%
DW
1345
Domani Wealth
Pennsylvania
$6.24M -$32.7K -884 -0.5%
WAM
1346
Wallington Asset Management
Indiana
$6.24M -$5.32K -144 -0.1%
CCP
1347
Corient Capital Partners
California
$6.22M -$163K -4,412 -2%
ATIA
1348
American Trust Investment Advisors
New Hampshire
$6.2M -$51K -1,380 -0.8%
CIP
1349
Convergence Investment Partners
Florida
$6.18M -$2.82M -76,288 -31%
SAM
1350
Solaris Asset Management
New York
$6.17M +$21.3K +576 +0.3%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.