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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 %
NAP
1376
New Amsterdam Partners
New York
$3.99M -$5.04K -200 -0.1%
SCM
1377
Southport Capital Management
Tennessee
$3.96M +$76.6K +3,040 +2%
BG
1378
Bollard Group
Massachusetts
$3.96M +$81.6K +3,240 +2%
CRC
1379
Curi RMB Capital
Illinois
$3.95M -$191K -7,572 -5%
TIA
1380
Trust Investment Advisors
Indiana
$3.94M +$22K +872 +0.6%
PFS
1381
Prospera Financial Services
Texas
$3.9M +$637K +29,300 +20%
MIS
1382
Morningstar Investment Services
Illinois
$3.9M -$1.04M -41,240 -21%
ISB
1383
Iowa State Bank
Iowa
$3.89M +$41.8K +1,660 +1%
IPC
1384
Independent Portfolio Consultants
Florida
$3.87M +$1.01M +40,192 +35%
SFM
1385
Signature Financial Management
Virginia
$3.87M -$97.1K -3,856 -2%
WCA
1386
Waratah Capital Advisors
Ontario, Canada
$3.81M +$2.56M +101,600 +205%
FNFDCM
1387
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.79M +$128K +5,100 +4%
SSWM
1388
Sheets Smith Wealth Management
North Carolina
$3.79M -$23.4K -928 -0.6%
RHFI
1389
Reilly Herbert Faulkner III
$3.78M +$7.15K +284 +0.2%
MHS
1390
M Holdings Securities
Oregon
$3.78M -$839K -33,404 -18%
NIM
1391
Needham Investment Management
New York
$3.77M – – –
TIA
1392
Tiemann Investment Advisors
California
$3.76M -$45.5K -1,808 -1%
ECM
1393
Exchange Capital Management
Michigan
$3.76M +$3.11M +123,320 +476%
LC
1394
Lourd Capital
California
$3.76M +$124K +4,908 +3%
IAM
1395
Integre Asset Management
New York
$3.75M +$32.8K +1,304 +0.9%
BIM
1396
Beach Investment Management
Pennsylvania
$3.75M +$734K +29,160 +24%
BPCA
1397
Bank Pictet & Cie (Asia)
Singapore
$3.73M +$2.89M +114,720 +343%
MIAN
1398
Mariner Independent Advisor Network
Kansas
$3.72M +$953K +37,832 +34%
AI
1399
Accredited Investors
Minnesota
$3.72M +$766K +30,444 +26%
IIC
1400
Ironwood Investment Counsel
Arizona
$3.72M -$143K -5,664 -4%
54 55
56
57 58