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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 %
WPW
1501
Waldron Private Wealth
Pennsylvania
$3.25M +$233K +9,736 +8%
CGI
1502
Comgest Global Investors
France
$3.25M +$1.43M +60,000 +79%
SWM
1503
Stockman Wealth Management
Montana
$3.25M +$2.27M +94,764 +230%
PCM
1504
Palouse Capital Management
Washington
$3.25M -$57.6K -2,412 -2%
GWM
1505
Graybill Wealth Management
Illinois
$3.25M -$74.1K -3,100 -2%
LC
1506
Lourd Capital
California
$3.23M +$119K +4,996 +4%
PIM
1507
Platinum Investment Management
Australia
$3.22M – – –
OMC
1508
Overbrook Management Corp
New York
$3.22M +$339K +14,184 +12%
BCM
1509
Bourgeon Capital Management
Connecticut
$3.21M +$5.16K +216 +0.2%
RHFI
1510
Reilly Herbert Faulkner III
$3.21M +$113K +4,736 +4%
GBBWRPM
1511
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$3.2M +$447K +18,688 +16%
RIM
1512
Reliant Investment Management
Tennessee
$3.19M +$59.7K +2,500 +2%
TAM
1513
Tiverton Asset Management
Delaware
$3.18M -$33M -4,761,940 -91%
DBIA
1514
Dumont & Blake Investment Advisors
New Jersey
$3.18M -$39.5K -1,652 -1%
MBI
1515
Montrusco Bolton Investments
Quebec, Canada
$3.18M +$40.6K +1,700 +1%
PHS
1516
Pekin Hardy Strauss
Illinois
$3.17M -$66.7K -2,792 -2%
CPA
1517
Capital Planning Advisors
California
$3.17M -$28.2K -1,180 -0.9%
CVM
1518
Cheviot Value Management
California
$3.15M +$206K +8,632 +7%
GAG
1519
GM Advisory Group
New York
$3.14M +$128K +5,340 +4%
CP
1520
Corbenic Partners
Pennsylvania
$3.14M +$112K +4,696 +4%
VC
1521
Vicus Capital
Pennsylvania
$3.13M +$879K +36,784 +39%
MFW
1522
Mosaic Family Wealth
Missouri
$3.13M -$224K -9,364 -7%
WWM
1523
Willingdon Wealth Management
North Carolina
$3.13M +$234K +9,800 +8%
TIA
1524
Tiemann Investment Advisors
California
$3.12M -$116K -4,856 -4%
MS
1525
Marshall & Sullivan
Washington
$3.12M +$5.74K +240 +0.2%
59 60
61
62 63