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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1451
Boothbay Fund Management
New York
$5.28M -$209K -5,664 -4%
RHFI
1452
Reilly Herbert Faulkner III
$5.27M +$35.8K +968 +0.7%
DM
1453
Delphi Management
Massachusetts
$5.27M +$2.54M +68,616 +88%
QOP
1454
Quinn Opportunity Partners
Virginia
$5.27M
CC
1455
Cognios Capital
Kansas
$5.26M -$3.33M -90,048 -38%
CAM
1456
Covenant Asset Management
New Jersey
$5.25M +$11.8K +320 +0.2%
AFP
1457
Ausdal Financial Partners
Iowa
$5.24M -$188K -5,088 -3%
CANY
1458
Caxton Associates (New York)
New York
$5.24M -$2.93M -79,200 -35%
DWT
1459
Dorsey & Whitney Trust
South Dakota
$5.22M +$221K +5,968 +4%
CIM
1460
Corda Investment Management
Texas
$5.21M +$628K +16,980 +13%
PWSG
1461
Pacific Wealth Strategies Group
California
$5.21M -$354K -9,576 -6%
HVIA
1462
Hudson Valley Investment Advisors
New York
$5.2M -$1.67M -45,256 -24%
NGA
1463
Naples Global Advisors
Florida
$5.2M -$1.63K -44 -0%
SS
1464
Sunbelt Securities
Texas
$5.17M -$1.51M -40,800 -22%
GWM
1465
Graybill Wealth Management
Illinois
$5.16M +$48.9K +1,324 +0.9%
GXMC
1466
Global X Management Company
New York
$5.16M +$230K +6,216 +5%
SSWM
1467
Sheets Smith Wealth Management
North Carolina
$5.14M -$3.55K -96 -0.1%
PMFA
1468
Plante Moran Financial Advisors
Michigan
$5.14M +$117K +3,176 +2%
SGAM
1469
Steinberg Global Asset Management
Florida
$5.13M -$274K -7,420 -5%
MWM
1470
Marietta Wealth Management
Georgia
$5.12M -$14.5K -392 -0.3%
HCA
1471
Horan Capital Advisors
Ohio
$5.1M +$130K +3,512 +3%
DM
1472
Diker Management
New York
$5.08M
DR
1473
Davis Rea
Ontario, Canada
$5.08M +$1.37M +37,020 +36%
HA
1474
Hays Advisory
Tennessee
$5.06M -$585K -15,824 -10%
WCA
1475
Westover Capital Advisors
Delaware
$5.06M -$110K -2,976 -2%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.