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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
DM
1451
Diker Management
New York
$5.44M – – –
ZB
1452
Zions Bancorporation
Utah
$5.42M +$1.51M +39,064 +38%
CPA
1453
Capital Planning Advisors
California
$5.42M +$543K +14,084 +11%
SGAM
1454
Steinberg Global Asset Management
Florida
$5.41M -$85.9K -2,228 -2%
CCT
1455
Capital City Trust
Florida
$5.41M – – –
CAG
1456
Csenge Advisory Group
Florida
$5.4M +$5.4M +140,052 New
FNBOMD
1457
First National Bank of Mount Dora
Florida
$5.39M +$426K +11,064 +9%
AB
1458
AT Bancorp
Iowa
$5.39M -$1.37M -35,548 -20%
ODG
1459
O'Dell Group
Ohio
$5.35M +$31.8K +824 +0.6%
LC
1460
Lourd Capital
California
$5.33M +$39K +1,012 +0.7%
CPIG
1461
Chicago Partners Investment Group
Illinois
$5.31M +$124K +3,216 +2%
OIA
1462
OneDigital Investment Advisors
Kansas
$5.3M -$815K -21,144 -13%
WCA
1463
Westover Capital Advisors
Delaware
$5.29M -$126K -3,276 -2%
EP
1464
Edgestream Partners
New Jersey
$5.28M -$27.4M -711,020 -84%
CA
1465
Continuum Advisory
Idaho
$5.26M +$4.62K +120 +0.1%
CCM
1466
Consolidated Capital Management
California
$5.25M +$927K +24,072 +21%
EAM
1467
EULAV Asset Management
Florida
$5.24M -$1.61M -41,768 -23%
RG
1468
Rikoon Group
New Mexico
$5.24M +$7.71K +200 +0.1%
FPS
1469
Fieldpoint Private Securities
Connecticut
$5.24M +$436K +11,320 +9%
UF
1470
Univest Financial
Pennsylvania
$5.23M +$68.3K +1,772 +1%
PHS
1471
Pekin Hardy Strauss
Illinois
$5.21M +$1.23K +32 +0%
LAIC
1472
Lederer & Associates Investment Counsel
California
$5.21M -$548K -14,212 -10%
JWA
1473
JFS Wealth Advisors
Pennsylvania
$5.2M +$546K +14,176 +12%
SCM
1474
SOL Capital Management
Maryland
$5.14M -$69.2K -1,796 -1%
CC
1475
Cognios Capital
Kansas
$5.12M -$504K -13,080 -9%
57 58
59
60 61