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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 %
SWA
1451
SFMG Wealth Advisors
Texas
$3.27M -$33.5K -1,332 -1%
SFG
1452
SNS Financial Group
Minnesota
$3.27M +$350K +13,888 +12%
ARMC
1453
American Research & Management Company
Massachusetts
$3.26M -$12.6K -500 -0.4%
CAIMH
1454
Central Asset Investments & Management Holdings
Hong Kong
$3.24M -$6.03M -239,324 -65%
TNBTD
1455
Trustmark National Bank Trust Department
Mississippi
$3.24M +$34.7K +1,376 +1%
MA
1456
Menlo Advisors
California
$3.24M – – –
BOS
1457
Bingham Osborn & Scarborough
California
$3.24M +$449K +17,812 +16%
MIM
1458
Midwest Investment Management
Ohio
$3.23M -$81.5K -3,236 -2%
GD
1459
Grandfield & Dodd
New York
$3.22M -$21.1K -836 -0.6%
CCM
1460
CrestPoint Capital Management
Missouri
$3.22M +$400K +15,880 +14%
SAA
1461
Southeast Asset Advisors
Georgia
$3.2M – – –
MVA
1462
Mount Vernon Associates
Maryland
$3.2M -$6.55K -260 -0.2%
WKWM
1463
Walter & Keenan Wealth Management
Indiana
$3.2M -$1.2M -47,596 -27%
HC
1464
HHG & Company
Connecticut
$3.19M +$88K +3,492 +3%
HCM
1465
Howland Capital Management
Massachusetts
$3.18M +$137K +5,440 +4%
SEM
1466
Suncoast Equity Management
Florida
$3.18M -$35.3K -1,400 -1%
HJA
1467
Hugh Johnson Advisors
New York
$3.18M +$192K +7,632 +6%
BBA
1468
BLB&B Advisors
Pennsylvania
$3.17M +$38.6K +1,532 +1%
KCPG
1469
Kavar Capital Partners Group
Kansas
$3.15M +$57.6K +2,288 +2%
BRM
1470
Boston Research & Management
Massachusetts
$3.15M -$114K -4,520 -3%
NIMC
1471
NWQ Investment Management Company
California
$3.15M +$3.15M +124,948 New
CA
1472
Capital Advantage
California
$3.14M +$1.41K +56 +0%
JIP
1473
Jaffetilchin Investment Partners
Florida
$3.13M +$31.3K +1,244 +1%
PHIMC
1474
Private Harbour Investment Management & Counsel
Ohio
$3.12M -$29.7K -1,180 -0.9%
FMLI
1475
Fukoku Mutual Life Insurance
Japan
$3.12M -$4.45M -176,800 -59%
57 58
59
60 61