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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIC
1476
Trees Investment Counsel
Illinois
$3.12M – – –
MDSL
1477
M.D. Sass LLC
New York
$3.1M +$2.4M +95,128 +339%
SM
1478
Senvest Management
New York
$3.05M – – –
BSB
1479
Bangor Savings Bank
Maine
$3.04M -$617K -24,484 -17%
CP
1480
Camelot Portfolios
Ohio
$3.04M -$233K -9,252 -7%
SC
1481
Sculptor Capital
New York
$3.04M -$13.7M -542,136 -82%
SAS
1482
Spectrum Advisory Services
Georgia
$3.04M -$34.3K -1,360 -1%
RGC
1483
Roberts, Glore & Co
Illinois
$3.03M -$64.6K -2,564 -2%
SCM
1484
SOL Capital Management
Maryland
$3.03M -$59.6K -2,368 -2%
FPCP
1485
Fort Point Capital Partners
California
$3.02M +$2.61M +103,652 +636%
Capital Fund Management (CFM)
1486
Capital Fund Management (CFM)
France
$3.02M -$102M -4,030,628 -97%
CFA
1487
Camarda Financial Advisors
Florida
$3.02M +$697K +27,684 +30%
WC
1488
Whitnell & Co
Illinois
$3.01M +$24.6K +976 +0.8%
SSI
1489
Scott & Selber Inc
Texas
$3.01M -$64.8K -2,572 -2%
MHI
1490
Miller Howard Investments
New York
$2.99M +$2.62K +104 +0.1%
TCM
1491
Tradewinds Capital Management
Washington
$2.99M -$119K -4,724 -4%
WRM
1492
Westport Resources Management
Connecticut
$2.98M +$38.7K +1,536 +1%
BGA
1493
Belmont Global Advisors
Texas
$2.96M +$1.45M +57,600 +96%
Dodge & Cox
1494
Dodge & Cox
California
$2.96M +$1.53M +60,760 +107%
IAM
1495
ICM Asset Management
Washington
$2.95M +$174K +6,916 +6%
WCM
1496
Westend Capital Management
California
$2.95M +$2.95M +120,884 New
NEI
1497
Northwest & Ethical Investments
Ontario, Canada
$2.94M -$1.98M -78,472 -40%
RAM
1498
RWC Asset Management
United Kingdom
$2.93M +$1.78M +70,800 +155%
CL
1499
CPWM LLC
Washington
$2.93M +$136K +5,388 +5%
RP
1500
Riverbridge Partners
Minnesota
$2.93M -$221K -8,792 -7%
58 59
60
61 62