AAPL icon

Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1501
McGlinn Capital Management
Pennsylvania
$2.7M -$65.1K -2,800 -2%
HAI
1502
Hennessy Advisors Inc
California
$2.7M +$195K +8,400 +8%
OCM
1503
One Capital Management
California
$2.7M -$112K -4,840 -4%
MFIMFI
1504
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.7M -$220K -9,460 -8%
SFG
1505
SNS Financial Group
Minnesota
$2.69M +$1.38M +59,484 +106%
ARTA
1506
A.R.T. Advisors
New York
$2.68M -$9.14M -393,320 -77%
SJIM
1507
St. Johns Investment Management
Florida
$2.68M +$19.4K +836 +0.7%
MP
1508
Manifold Partners
California
$2.67M – – –
RWM
1509
RKL Wealth Management
Pennsylvania
$2.66M -$42.3K -1,820 -2%
CVM
1510
Cheviot Value Management
California
$2.64M -$16.1K -692 -0.6%
IPC
1511
Independent Portfolio Consultants
Florida
$2.64M +$52.5K +2,260 +2%
EML
1512
Eos Management LP
New York
$2.64M – – –
NCM
1513
Nelson Capital Management
California
$2.62M +$972K +41,832 +59%
LFCM
1514
Lane Five Capital Management
Maryland
$2.6M -$1.3M -56,000 -33%
CCM
1515
CrestPoint Capital Management
Missouri
$2.6M -$65.1K -2,800 -2%
HCA
1516
Harbour Capital Advisors
Virginia
$2.6M +$453K +19,488 +21%
FFBTD
1517
First Financial Bank - Trust Division
Ohio
$2.59M -$150K -6,456 -5%
FBB
1518
Fulton Breakefield Broenniman
Maryland
$2.59M +$2.59M +111,484 New
AF
1519
Allworth Financial
California
$2.59M +$231K +9,948 +10%
CL
1520
CPWM LLC
Washington
$2.58M -$558K -24,040 -18%
IF
1521
IRON Financial
Illinois
$2.58M +$30K +1,292 +1%
PIA
1522
Peachtree Investment Advisors
Georgia
$2.57M -$42.3K -1,820 -2%
BOS
1523
Bingham Osborn & Scarborough
California
$2.57M +$461K +19,856 +22%
MJP
1524
Michael J. Puzo
$2.57M +$47.1K +2,028 +2%
NC
1525
Nokomis Capital
Texas
$2.57M -$3.4M -146,468 -57%
59 60
61
62 63