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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
1451
Bison Wealth
Georgia
$4M +$4M +144,868 New
CC
1452
Cognios Capital
Kansas
$3.98M -$2.2M -79,880 -36%
CW
1453
Cabot-Wellington
Massachusetts
$3.97M – – –
BSW
1454
Buckingham Strategic Wealth
Missouri
$3.97M +$790K +28,612 +25%
IIC
1455
Ironwood Investment Counsel
Arizona
$3.97M -$105K -3,804 -3%
AIM
1456
Advantage Investment Management
Iowa
$3.96M +$3.96M +143,600 New
SWM
1457
Segment Wealth Management
Texas
$3.95M +$1.94M +70,424 +97%
NIM
1458
Needham Investment Management
New York
$3.95M -$188K -6,800 -5%
AWA
1459
AmeriServ Wealth Advisors
Pennsylvania
$3.95M +$157K +5,676 +4%
LC
1460
Lourd Capital
California
$3.94M -$178K -6,468 -4%
VIP
1461
Vantage Investment Partners
Missouri
$3.93M +$239K +8,672 +6%
QCM
1462
Quadrant Capital Management
New Jersey
$3.92M -$69.9K -2,532 -2%
TIA
1463
Tiemann Investment Advisors
California
$3.91M -$204K -7,376 -5%
B
1464
BancorpSouth
Mississippi
$3.91M +$122K +4,420 +3%
BFA
1465
Bragg Financial Advisors
North Carolina
$3.89M +$67.4K +2,444 +2%
PFBT
1466
Parkside Financial Bank & Trust
Missouri
$3.88M +$174K +6,296 +5%
DSC
1467
Duncker Streett & Co
Missouri
$3.87M +$20.4K +740 +0.5%
BFA
1468
Benedict Financial Advisors
Georgia
$3.86M +$3.86M +129,960 New
GMCM
1469
Gruber & McBaine Capital Management
California
$3.86M – – –
CIG
1470
Consolidated Investment Group
Colorado
$3.85M – – –
W
1471
Wealthfront
California
$3.84M +$747K +27,064 +24%
JIP
1472
Jaffetilchin Investment Partners
Florida
$3.84M +$415K +15,052 +12%
LOT
1473
Lombard Odier Transatlantic
Quebec, Canada
$3.83M +$3.83M +138,684 New
GWM
1474
Graybill Wealth Management
Illinois
$3.82M -$2.15M -77,972 -36%
BPCA
1475
Bank Pictet & Cie (Asia)
Singapore
$3.8M -$291K -10,560 -7%
57 58
59
60 61