Apple
AAPL
2,345 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,048 increasing their positions, 1,060 reducing their positions, and 128 closing their positions.
5% more call options, than puts
Call options by funds: $12.5B | Put options by funds: $11.9B
1% less repeat investments, than reductions
Existing positions increased: 1,048 | Existing positions reduced: 1,060
2% less funds holding
Funds holding: 2,402 → 2,345 (-57)
13% less capital invested
Capital invested by funds: $341B → $296B (-$45.2B)
16% less funds holding in top 10
Funds holding in top 10: 1,154 → 973 (-181)
26% less first-time investments, than exits
New positions opened: 95 | Existing positions closed: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$940M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$720M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$551M |
| 4 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$538M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$473M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$14.5B |
| 2 |
Invesco
Atlanta,
Georgia
|
-$947M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$916M |
| 4 |
JP Morgan Chase
New York
|
-$916M |
| 5 |
Bank of New York Mellon
New York
|
-$839M |
AAPL Hedge Fund Activity: Q2 2016 in Review
2,345 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2016, worth a combined $296B — down 13% from $341B a quarter earlier.
Sellers outnumbered buyers: 128 funds closed out of AAPL and 95 opened new positions — a net loss of 33 holders — while 1,060 trimmed existing stakes and 1,048 added.
The largest buyer was Susquehanna International Group, adding an estimated $940M. The largest seller was Royal London Asset Management, cutting an estimated $14.5B.
- 2,345 institutional investors held Apple (AAPL) as of Q2 2016, down from 2,402 in Q1 2016.
- Funds reported $296B of Apple stock for Q2 2016, down 13% quarter-over-quarter.
- 95 funds opened new Apple positions in Q2 2016 and 128 closed out, a net change of -33 holders.
- The largest Apple buyer in Q2 2016 was Susquehanna International Group, an estimated $940M added.
- The largest Apple seller in Q2 2016 was Royal London Asset Management, an estimated $14.5B sold.
Based on aggregated 13F filings for Q2 2016.