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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1476
Beck Capital Management
Texas
$3.37M -$422K -17,652 -11%
FFWA
1477
FRG Family Wealth Advisors
Washington
$3.37M +$226K +9,464 +7%
SCM
1478
SOL Capital Management
Maryland
$3.37M +$334K +13,984 +11%
SWM
1479
Segment Wealth Management
Texas
$3.36M -$285K -11,916 -8%
Koshinski Asset Management
1480
Koshinski Asset Management
Illinois
$3.36M +$379K +15,844 +13%
PAIA
1481
Park Avenue Institutional Advisers
New York
$3.34M -$15.3K -640 -0.5%
HCA
1482
Horan Capital Advisors
Ohio
$3.33M +$75.8K +3,172 +2%
AIM
1483
Advantage Investment Management
Iowa
$3.33M +$68K +2,844 +2%
PMFA
1484
Plante Moran Financial Advisors
Michigan
$3.33M -$43.8K -1,832 -1%
CHC
1485
City Holding Co
West Virginia
$3.33M +$280K +11,712 +9%
AWM
1486
Arbor Wealth Management
Florida
$3.32M +$52.2K +1,972 +2%
GIM
1487
Guardian Investment Management
California
$3.32M +$59.5K +2,492 +2%
JIP
1488
Jaffetilchin Investment Partners
Florida
$3.32M -$172K -7,180 -5%
GIA
1489
GHP Investment Advisors
Colorado
$3.32M +$165K +6,900 +5%
ARMT
1490
Amica Retiree Medical Trust
Rhode Island
$3.3M – – –
FCM
1491
Firsthand Capital Management
California
$3.3M -$956K -40,000 -22%
PIA
1492
Peachtree Investment Advisors
Georgia
$3.3M -$561K -23,460 -15%
NGA
1493
Naples Global Advisors
Florida
$3.29M -$146K -6,100 -4%
LMAM
1494
Legg Mason Asset Management
Japan
$3.29M -$86K -3,600 -3%
QCM
1495
Quadrant Capital Management
New Jersey
$3.29M -$33.6K -1,408 -1%
RMAM
1496
Raab & Moskowitz Asset Management
New Jersey
$3.29M +$144K +6,020 +5%
RAM
1497
Roumell Asset Management
Maryland
$3.29M -$100K -4,188 -3%
BL
1498
BCWM LLC
Kansas
$3.27M +$100K +4,196 +3%
HCP
1499
Holt Capital Partners
Texas
$3.26M +$83.2K +3,480 +3%
Squarepoint
1500
Squarepoint
New York
$3.25M -$3.29M -137,668 -50%
58 59
60
61 62