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2,336 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 997 increasing their positions, 1,054 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

0% more funds holding

Funds holding: 2,3342,336 (+2)

2% less capital invested

Capital invested by funds: $425B → $417B (-$7.41B)

5% less repeat investments, than reductions

Existing positions increased: 997 | Existing positions reduced: 1,054

2% less funds holding in top 10

Funds holding in top 10: 1,2371,217 (-20)

18% less call options, than puts

Call options by funds: $16.7B | Put options by funds: $20.3B

Holders
2,336
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.91%
Holding in Top 10
1,217
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.78%
New
95
Increased
997
Reduced
1,054
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
126
Westfield Capital Management
Massachusetts
$508M -$58.8M -1,839,452 -10%
Aviva
127
Aviva
United Kingdom
$502M -$5.68M -177,676 -1%
GIA
128
Gateway Investment Advisers
Ohio
$489M -$2M -62,396 -0.4%
Stifel Financial
129
Stifel Financial
Missouri
$487M +$53.3M +1,666,128 +12%
PAMU
130
Pictet Asset Management (UK)
United Kingdom
$477M +$2.44M +76,256 +0.5%
Comerica Bank
131
Comerica Bank
Texas
$474M +$232M +7,242,492 +92%
Canada Life
132
Canada Life
Manitoba, Canada
$472M -$16.3M -508,188 -3%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$440M +$10.8M +336,800 +2%
WT
134
Wellcome Trust
United Kingdom
$439M
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$428M -$4.41M -137,720 -1%
MLICM
136
Metropolitan Life Insurance Company (MetLife)
New York
$428M -$3.54M -110,804 -0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
137
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$416M +$17.2M +538,000 +4%
RJA
138
Raymond James & Associates
Florida
$414M +$31.5M +985,728 +8%
William Blair & Company
139
William Blair & Company
Illinois
$413M +$570K +17,820 +0.1%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$393M -$2.88M -89,976 -0.7%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$390M -$23.5M -735,560 -6%
BGIM
142
Brandywine Global Investment Management
Pennsylvania
$383M +$13.5M +421,092 +4%
AAM
143
Aberdeen Asset Management
United Kingdom
$378M -$9.4M -294,032 -2%
AL
144
AJO LP
Pennsylvania
$376M -$14.2M -443,480 -4%
PP
145
Prudential plc
United Kingdom
$375M +$123M +3,855,916 +48%
ACI
146
AMP Capital Investors
Australia
$375M +$6.98M +218,192 +2%
NI
147
Numeric Investors
Massachusetts
$375M +$11.8M +368,800 +3%
Capital International Investors
148
Capital International Investors
California
$372M -$10.1M -314,304 -3%
JMPWA
149
JP Morgan Private Wealth Advisors
California
$367M +$1.67M +52,124 +0.4%
D.E. Shaw & Co
150
D.E. Shaw & Co
New York
$364M -$216M -6,760,628 -37%

AAPL Hedge Fund Activity: Q2 2015 in Review

2,336 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2015, worth a combined $417B — down 1.7% from $425B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new AAPL positions and 69 closed out — a net gain of 26 holders — while 997 added to existing stakes and 1,054 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $578M. The largest seller was State Street, cutting an estimated $1.87B.

  • 2,336 institutional investors held Apple (AAPL) as of Q2 2015, up from 2,334 in Q1 2015.
  • Funds reported $417B of Apple stock for Q2 2015, down 1.7% quarter-over-quarter.
  • 95 funds opened new Apple positions in Q2 2015 and 69 closed out, a net change of +26 holders.
  • The largest Apple buyer in Q2 2015 was Susquehanna International Group, an estimated $578M added.
  • The largest Apple seller in Q2 2015 was State Street, an estimated $1.87B sold.

Based on aggregated 13F filings for Q2 2015.