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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJP
1501
Michael J. Puzo
$3.99M +$313K +10,052 +8%
MRCM
1502
M&R Capital Management
New Jersey
$3.99M +$144K +4,628 +4%
WKWM
1503
Walter & Keenan Wealth Management
Indiana
$3.99M +$41.8K +1,344 +1%
ITIM
1504
Indiana Trust & Investment Management
Indiana
$3.98M -$120K -3,872 -3%
PMFA
1505
Plante Moran Financial Advisors
Michigan
$3.98M +$242K +7,772 +6%
QCM
1506
Quadrant Capital Management
New Jersey
$3.97M -$446K -14,324 -10%
WFG
1507
Wills Financial Group
Virginia
$3.97M -$21.8K -700 -0.5%
TIA
1508
Tiemann Investment Advisors
California
$3.96M -$458K -14,712 -10%
KC
1509
Kingfisher Capital
North Carolina
$3.96M +$498 +16 +0%
TI
1510
Truepoint Inc
Ohio
$3.95M -$851K -27,372 -18%
VAM
1511
Visium Asset Management
New York
$3.94M +$1.76M +56,744 +81%
CHCM
1512
Columbus Hill Capital Management
New Jersey
$3.92M -$21.6M -694,392 -85%
BCM
1513
Bourgeon Capital Management
Connecticut
$3.92M -$183K -5,868 -4%
KCM
1514
Karp Capital Management
California
$3.91M -$747 -24 -0%
SCM
1515
SOL Capital Management
Maryland
$3.91M +$133K +4,268 +4%
OCM
1516
One Capital Management
California
$3.9M +$394K +12,672 +11%
MF
1517
Magnetar Financial
Illinois
$3.88M -$8.59M -276,224 -69%
MA
1518
Menlo Advisors
California
$3.87M -$37.5K -1,204 -1%
SBWM
1519
Sunflower Bank Wealth Management
Arizona
$3.86M -$115K -3,700 -3%
IC
1520
Intersect Capital
California
$3.85M +$332K +10,620 +9%
SAMT
1521
Select Asset Management & Trust
Pennsylvania
$3.84M -$3.18M -102,144 -45%
DCMM
1522
DG Capital Management (Massachusetts)
Massachusetts
$3.84M -$846K -27,200 -18%
RRAM
1523
River Road Asset Management
Kentucky
$3.83M +$3.83M +123,164 New
AUB
1524
Atlantic Union Bankshares
Virginia
$3.82M -$77.9K -2,504 -2%
CRC
1525
Curi RMB Capital
Illinois
$3.82M -$1M -32,204 -21%
59 60
61
62 63