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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 %
BFA
1426
Bragg Financial Advisors
North Carolina
$3.49M +$920K +36,528 +36%
UR
1427
USCA RIA
Texas
$3.48M +$138K +5,492 +4%
AWA
1428
AmeriServ Wealth Advisors
Pennsylvania
$3.46M +$78.6K +3,120 +2%
B
1429
BancorpSouth
Mississippi
$3.45M +$139K +5,528 +4%
GLI
1430
Guardian Life Insurance
New York
$3.43M -$138K -5,476 -4%
MM
1431
Meridian Management
Arkansas
$3.43M +$189K +7,500 +6%
SBWM
1432
Sunflower Bank Wealth Management
Arizona
$3.42M +$152K +6,020 +5%
LIC
1433
Lodestar Investment Counsel
Illinois
$3.41M +$15.1K +600 +0.4%
MF
1434
Magnetar Financial
Illinois
$3.4M +$3.4M +135,152 New
CT
1435
Coastline Trust
Rhode Island
$3.4M +$177K +7,020 +5%
BCM
1436
Bourgeon Capital Management
Connecticut
$3.39M -$229K -9,108 -6%
CIA
1437
Covington Investment Advisors
Pennsylvania
$3.39M -$36.1K -1,432 -1%
PFBT
1438
Parkside Financial Bank & Trust
Missouri
$3.39M +$604 +24 +0%
BO
1439
BRR OpCo
Ohio
$3.38M +$308K +12,236 +10%
DBIA
1440
Dumont & Blake Investment Advisors
New Jersey
$3.38M +$56.5K +2,244 +2%
VIP
1441
Vantage Investment Partners
Missouri
$3.37M +$2.98M +118,100 +753%
OCM
1442
Orleans Capital Management
Louisiana
$3.37M +$807K +32,032 +32%
AP
1443
AHL Partners
United Kingdom
$3.36M +$3.36M +133,468 New
FMWA
1444
Forvis Mazars Wealth Advisors
Missouri
$3.36M -$23.9K -948 -0.7%
MRCM
1445
M&R Capital Management
New Jersey
$3.35M +$80.8K +3,208 +2%
SC
1446
Savant Capital
Illinois
$3.34M +$134K +5,332 +4%
IB
1447
Intrust Bank
Kansas
$3.33M -$287K -11,392 -8%
TI
1448
Truepoint Inc
Ohio
$3.33M +$3.33M +132,180 New
GCA
1449
Guardian Capital Advisors
Ontario, Canada
$3.32M -$72.3K -2,592 -2%
USGIU
1450
U.S. Global Investors (USGI)
Texas
$3.28M +$1.06M +42,000 +48%
56 57
58
59 60