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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
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$428M +$202M +5,457,024 +85%
AG
127
Aperio Group
California
$418M +$33.9M +917,128 +9%
Coatue Management
128
Coatue Management
New York
$417M -$6.81M -184,240 -2%
AAM
129
Aberdeen Asset Management
United Kingdom
$414M +$6.01M +162,644 +1%
Calamos Advisors
130
Calamos Advisors
Illinois
$414M +$24.7M +668,776 +6%
GIA
131
Gateway Investment Advisers
Ohio
$414M -$4.09M -110,504 -1%
William Blair & Company
132
William Blair & Company
Illinois
$401M +$2.92M +79,080 +0.7%
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
$393M -$9.01M -243,596 -2%
ACI
134
AMP Capital Investors
Australia
$393M -$487K -13,184 -0.1%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$385M -$3.18M -86,088 -0.8%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$373M +$5.49M +148,472 +1%
GCM
137
Glenview Capital Management
New York
$364M -$90.7M -2,454,248 -20%
Toronto Dominion Bank
138
Toronto Dominion Bank
Ontario, Canada
$362M +$59.1M +1,599,852 +19%
Creative Planning
139
Creative Planning
Kansas
$351M +$11.8M +319,760 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
140
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$349M -$2.29M -62,000 -0.6%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$348M -$19.4M -525,340 -5%
JMPWA
142
JP Morgan Private Wealth Advisors
California
$345M +$3.31M +89,400 +0.9%
Diamond Hill Capital Management
143
Diamond Hill Capital Management
Ohio
$345M -$7.59M -205,248 -2%
Acadian Asset Management
144
Acadian Asset Management
Massachusetts
$343M -$25.1M -678,512 -7%
GT
145
Glenmede Trust
Pennsylvania
$343M
DZ Bank
146
DZ Bank
Germany
$341M -$4.23M -114,504 -1%
Lord, Abbett & Co
147
Lord, Abbett & Co
New Jersey
$333M -$58.9M -1,594,160 -15%
H
148
Hexavest
Quebec, Canada
$328M -$26.7M -723,208 -7%
KeyBank National Association
149
KeyBank National Association
Ohio
$328M -$8.36M -226,008 -2%
GC
150
Guggenheim Capital
Illinois
$328M +$26.4M +713,104 +8%

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.