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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 %
MJP
1501
Michael J. Puzo
$2.93M +$141K +5,588 +5%
OCM
1502
One Capital Management
California
$2.92M -$6.65K -264 -0.2%
SJIM
1503
St. Johns Investment Management
Florida
$2.92M +$16.1K +640 +0.6%
QT
1504
Quantbot Technologies
New York
$2.92M +$2.92M +115,864 New
MCM
1505
McRae Capital Management
New Jersey
$2.91M +$242K +9,600 +9%
BSW
1506
Buckingham Strategic Wealth
Missouri
$2.9M -$790K -31,372 -21%
RMAM
1507
Raab & Moskowitz Asset Management
New Jersey
$2.89M -$457K -18,164 -14%
NCM
1508
Nelson Capital Management
California
$2.89M +$46.5K +1,848 +2%
HAI
1509
Hennessy Advisors Inc
California
$2.87M -$60.4K -2,400 -2%
FBB
1510
Fulton Breakefield Broenniman
Maryland
$2.87M +$57.8K +2,296 +2%
CCT
1511
Country Club Trust
Missouri
$2.86M +$201K +7,996 +8%
SCM
1512
Schnieders Capital Management
California
$2.86M +$242K +9,620 +9%
EML
1513
Eos Management LP
New York
$2.86M – – –
HCA
1514
Harbour Capital Advisors
Virginia
$2.86M +$43.8K +1,740 +2%
OC
1515
Oarsman Capital
Wisconsin
$2.85M -$89.4K -3,548 -3%
AC
1516
Alley Company
Illinois
$2.85M +$127K +5,048 +5%
AF
1517
Allworth Financial
California
$2.85M +$39.2K +1,556 +1%
FCFC
1518
First Commonwealth Financial Corp
Pennsylvania
$2.84M -$127K -5,040 -4%
ALA
1519
Atherton Lane Advisers
California
$2.83M +$140K +5,540 +5%
W
1520
Wealthfront
California
$2.83M +$731K +29,036 +35%
EWM
1521
Elite Wealth Management
Washington
$2.82M +$633K +25,148 +29%
PMG
1522
ProVise Management Group
Florida
$2.82M +$731K +29,012 +35%
AHC
1523
Anderson Hoagland & Co
Missouri
$2.82M – – –
PIA
1524
Peachtree Investment Advisors
Georgia
$2.82M +$27.7K +1,100 +1%
FFBTD
1525
First Financial Bank - Trust Division
Ohio
$2.81M -$3.23K -128 -0.1%
59 60
61
62 63