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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
1501
Indiana Trust & Investment Management
Indiana
$3.64M -$413K -14,952 -10%
GD
1502
Grandfield & Dodd
New York
$3.63M +$101K +3,660 +3%
CCM
1503
Chautauqua Capital Management
Colorado
$3.63M -$1.24M -45,084 -26%
FPCP
1504
Fort Point Capital Partners
California
$3.63M +$319K +11,568 +10%
EGA
1505
E&G Advisors
Texas
$3.63M -$232K -8,400 -6%
TSW
1506
Thompson Siegel & Walmsley
Virginia
$3.6M +$1.31M +47,592 +57%
MCA
1507
Mercer Capital Advisers
New Jersey
$3.57M +$3.57M +129,364 New
QCMC
1508
Quantum Capital Management (California)
California
$3.55M -$2.58M -93,356 -42%
SCM
1509
Schnieders Capital Management
California
$3.55M +$409K +14,836 +13%
WFG
1510
Wills Financial Group
Virginia
$3.54M +$594K +21,512 +20%
Koshinski Asset Management
1511
Koshinski Asset Management
Illinois
$3.54M +$3.54M +128,236 New
GCP
1512
GSA Capital Partners
United Kingdom
$3.54M +$3.54M +128,224 New
TSBJ
1513
Trevor, Stewart, Burton & Jacobsen
New York
$3.54M -$4.37M -121,080 -55%
SBWM
1514
Sunflower Bank Wealth Management
Arizona
$3.53M -$221K -8,024 -6%
GC
1515
Garde Capital
Washington
$3.51M -$1.83M -66,304 -34%
KC
1516
Kingfisher Capital
North Carolina
$3.51M -$1M -36,292 -22%
CPC
1517
Cookson Peirce & Co
Pennsylvania
$3.5M +$1.53M +55,260 +77%
WKWM
1518
Walter & Keenan Wealth Management
Indiana
$3.5M +$110 +4 +0%
OMCS
1519
Old Mutual Customised Solutions
South Africa
$3.48M -$442K -16,000 -11%
KCM
1520
Karp Capital Management
California
$3.47M +$3.47M +125,836 New
MA
1521
Menlo Advisors
California
$3.47M -$79.7K -2,888 -2%
AUB
1522
Atlantic Union Bankshares
Virginia
$3.46M +$600K +21,744 +21%
MCM
1523
McRae Capital Management
New Jersey
$3.46M +$265K +9,612 +8%
MVA
1524
Mount Vernon Associates
Maryland
$3.45M -$51.3K -1,860 -1%
DCM
1525
Donaldson Capital Management
Indiana
$3.44M +$729K +26,404 +27%
59 60
61
62 63