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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 %
ITIM
1401
Indiana Trust & Investment Management
Indiana
$3.7M -$114K -4,520 -3%
BSWMG
1402
Barrington Strategic Wealth Management Group
Illinois
$3.69M +$587K +23,292 +19%
NAMA
1403
Nikko Asset Management Americas
New York
$3.68M +$180K +7,200 +5%
MCM
1404
Matterhorn Capital Management
Texas
$3.67M +$84.7K +3,360 +2%
QCM
1405
Quadrant Capital Management
New Jersey
$3.64M -$118K -4,700 -3%
AMM
1406
American Money Management
California
$3.64M -$569K -22,572 -14%
CDH
1407
Charles D. Hyman
$3.63M +$1.13M +45,056 +45%
CW
1408
Cabot-Wellington
Massachusetts
$3.63M +$2.52K +100 +0.1%
Alyeska Investment Group
1409
Alyeska Investment Group
Illinois
$3.6M +$3.6M +143,080 New
SLG
1410
Stanley-Laman Group
Pennsylvania
$3.6M +$47.3K +1,880 +1%
COI
1411
Connable Office Inc
Michigan
$3.6M -$2.27M -90,180 -39%
OMCS
1412
Old Mutual Customised Solutions
South Africa
$3.58M -$1.77M -70,400 -33%
BS
1413
Bessemer Securities
New York
$3.56M +$353K +14,000 +11%
BCMO
1414
Buckingham Capital Management (Ohio)
Ohio
$3.54M +$249K +9,900 +8%
MS
1415
Marshall & Sullivan
Washington
$3.54M +$305K +12,120 +9%
PWM
1416
ParenteBeard Wealth Management
Pennsylvania
$3.53M +$203K +8,064 +6%
FIM
1417
Freedom Investment Management
Connecticut
$3.53M +$150K +5,964 +4%
BFEC
1418
Benjamin F. Edwards & Company
Missouri
$3.53M +$281K +11,144 +9%
GMCM
1419
Gruber & McBaine Capital Management
California
$3.53M -$494K -19,600 -12%
EGA
1420
E&G Advisors
Texas
$3.52M +$46K +1,828 +1%
AWP
1421
Ascent Wealth Partners
New York
$3.52M +$23.3K +924 +0.7%
CIG
1422
Consolidated Investment Group
Colorado
$3.51M – – –
DSC
1423
Duncker Streett & Co
Missouri
$3.51M -$13.5K -536 -0.4%
RIM
1424
Reliant Investment Management
Tennessee
$3.5M +$254K +10,084 +8%
HCP
1425
Holt Capital Partners
Texas
$3.5M +$3.3M +131,012 +1,642%
55 56
57
58 59