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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
SC
1351
Savant Capital
Illinois
$6.14M +$349K +9,440 +6%
LBC
1352
Lawrence B. Cohen
$6.14M -$737K -19,928 -10%
IIC
1353
Ironwood Investment Counsel
Arizona
$6.12M -$133K -3,584 -2%
PMG
1354
ProVise Management Group
Florida
$6.12M +$119K +3,208 +2%
ECM
1355
Evergreen Capital Management
Washington
$6.11M +$1.3M +35,260 +26%
GC
1356
Gruss & Co
Florida
$6.1M -$222K -6,000 -3%
PCP
1357
Proficio Capital Partners
Massachusetts
$6.09M -$4.14K -112 -0.1%
LCM
1358
Lucas Capital Management
New Jersey
$6.08M +$296K +8,004 +5%
HBT
1359
Hills Bank & Trust
Iowa
$6.06M +$119K +3,232 +2%
SFP
1360
Shepherd Financial Partners
Massachusetts
$6.04M -$483K -13,056 -7%
OSNBOA
1361
Old Second National Bank of Aurora
Illinois
$6.01M -$95.2K -2,576 -2%
BO
1362
BRR OpCo
Ohio
$6.01M +$1.77K +48 +0%
RP
1363
Riverbridge Partners
Minnesota
$5.99M -$14.8K -400 -0.2%
MIFH
1364
Migdal Insurance & Financial Holdings
Israel
$5.99M +$1.26M +34,000 +26%
SCM
1365
Schnieders Capital Management
California
$5.99M +$212K +5,740 +4%
CT
1366
Coastline Trust
Rhode Island
$5.96M -$73.9K -2,000 -1%
AP
1367
AHL Partners
United Kingdom
$5.96M -$5.53M -149,504 -47%
WIC
1368
Woodmont Investment Counsel
Tennessee
$5.95M -$2.68M -72,548 -31%
MIC
1369
MU Investments Company
Japan
$5.94M -$97.6K -2,640 -2%
WKWM
1370
Walter & Keenan Wealth Management
Indiana
$5.93M +$73.9K +2,000 +1%
CCMINC
1371
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.92M +$172K +4,640 +3%
IB
1372
Intrust Bank
Kansas
$5.91M -$214K -5,796 -3%
BCM
1373
Bowie Capital Management
Texas
$5.91M -$296K -8,000 -5%
DCM
1374
Delta Capital Management
New Jersey
$5.89M -$48.8K -1,320 -0.8%
B
1375
Bellecapital
Switzerland
$5.89M -$228K -6,180 -4%

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.