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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
1426
E&G Advisors
Texas
$3.21M +$615K +26,488 +24%
LRPA
1427
L. Roy Papp & Associates
Arizona
$3.19M +$2.38M +102,540 +296%
CIA
1428
Covington Investment Advisors
Pennsylvania
$3.16M -$94K -4,044 -3%
LIC
1429
Lodestar Investment Counsel
Illinois
$3.14M – – –
PFBT
1430
Parkside Financial Bank & Trust
Missouri
$3.12M +$258K +11,096 +9%
FMWA
1431
Forvis Mazars Wealth Advisors
Missouri
$3.12M -$373K -16,052 -11%
FIM
1432
Freedom Investment Management
Connecticut
$3.12M +$342K +14,712 +12%
CC
1433
Columbia Capital
California
$3.12M -$109K -4,708 -3%
AWA
1434
AmeriServ Wealth Advisors
Pennsylvania
$3.12M +$44.8K +1,928 +1%
DAS
1435
Dynamic Advisor Solutions
Arizona
$3.1M +$1.54M +66,276 +99%
RMAM
1436
Raab & Moskowitz Asset Management
New Jersey
$3.09M -$19.1K -820 -0.6%
UR
1437
USCA RIA
Texas
$3.08M +$168K +7,240 +6%
CCA
1438
Checchi Capital Advisers
California
$3.08M +$383K +16,484 +14%
PWM
1439
ParenteBeard Wealth Management
Pennsylvania
$3.07M -$38.1K -1,640 -1%
DBIA
1440
Dumont & Blake Investment Advisors
New Jersey
$3.07M -$1.86K -80 -0.1%
B
1441
BancorpSouth
Mississippi
$3.06M +$272K +11,700 +10%
MIM
1442
Midwest Investment Management
Ohio
$3.06M -$55.3K -2,380 -2%
SWA
1443
SFMG Wealth Advisors
Texas
$3.05M -$23.1K -996 -0.8%
MC
1444
MSF Capital
New York
$3.04M – – –
BCMO
1445
Buckingham Capital Management (Ohio)
Ohio
$3.04M +$165K +7,108 +6%
CP
1446
Camelot Portfolios
Ohio
$3.02M -$618K -26,612 -17%
SBWM
1447
Sunflower Bank Wealth Management
Arizona
$3.02M +$2.21M +95,200 +275%
ARMC
1448
American Research & Management Company
Massachusetts
$3.02M +$178K +7,648 +6%
MRCM
1449
M&R Capital Management
New Jersey
$3.01M -$362K -15,592 -11%
BRM
1450
Boston Research & Management
Massachusetts
$3.01M -$4.93K -212 -0.2%
56 57
58
59 60