AAPL icon

Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
1401
North Star Investment Management
Illinois
$4.99M +$14.2K +456 +0.3%
IIM
1402
Intact Investment Management
Quebec, Canada
$4.98M -$199K -6,400 -4%
DCM
1403
Donaldson Capital Management
Indiana
$4.98M +$1.11M +35,644 +29%
HPA
1404
Hilltop Park Associates
New York
$4.98M +$4.98M +160,000 New
ST
1405
Sentinel Trust
Texas
$4.97M -$441K -14,168 -8%
HRC
1406
Hoertkorn Richard Charles
$4.96M -$492K -15,820 -9%
SCM
1407
Southport Capital Management
Tennessee
$4.95M -$157K -5,032 -3%
MCM
1408
Matarin Capital Management
New York
$4.94M +$1.37M +43,992 +38%
W
1409
Wealthfront
California
$4.94M +$607K +19,516 +14%
NAP
1410
New Amsterdam Partners
New York
$4.94M +$11.2K +360 +0.2%
MHIM
1411
MacNealy Hoover Investment Management
Ohio
$4.93M -$4.98K -160 -0.1%
JPC
1412
Jackson Park Capital
Utah
$4.92M – – –
BFA
1413
Bragg Financial Advisors
North Carolina
$4.92M +$529K +17,004 +12%
ISB
1414
Iowa State Bank
Iowa
$4.87M +$21.2K +680 +0.4%
BFG
1415
Bouchey Financial Group
New York
$4.87M +$72.9K +2,344 +2%
BW
1416
Bison Wealth
Georgia
$4.87M +$359K +11,536 +8%
CL
1417
CPWM LLC
Washington
$4.85M +$181K +5,804 +4%
KP
1418
Keel Point
Alabama
$4.84M +$4.84M +155,524 New
BAAM
1419
Baker Avenue Asset Management
California
$4.84M +$293K +9,408 +6%
TNBTD
1420
Trustmark National Bank Trust Department
Mississippi
$4.81M +$2.09M +67,276 +77%
ANB
1421
Amarillo National Bank
Texas
$4.81M -$883K -28,392 -16%
LA
1422
LVW Advisors
New York
$4.78M -$107K -3,452 -2%
SCM
1423
Schnieders Capital Management
California
$4.78M +$780K +25,060 +20%
SWM
1424
Segment Wealth Management
Texas
$4.77M +$324K +10,416 +7%
CCMINC
1425
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.77M -$26.4K -848 -0.6%
55 56
57
58 59