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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1501
Sutton Wealth Advisors
Florida
$8.21M +$61K +960 +0.7%
IWA
1502
IBEX Wealth Advisors
New Jersey
$8.2M -$66.9K -1,052 -0.8%
CFG
1503
Cooper Financial Group
California
$8.19M +$1.62M +25,428 +25%
LCM
1504
Liberty Capital Management
Michigan
$8.19M -$69.9K -1,100 -0.8%
HIM
1505
Hotaling Investment Management
Pennsylvania
$8.16M -$205K -3,220 -2%
VW
1506
Vantage Wealth
California
$8.16M -$2.98M -46,844 -27%
QPWM
1507
Quadrant Private Wealth Management
Pennsylvania
$8.14M +$1.84M +28,912 +29%
SIM
1508
Sprucegrove Investment Management
Ontario, Canada
$8.14M -$4.32M -68,000 -35%
MCP
1509
Mirador Capital Partners
California
$8.11M -$459K -6,112 -5%
ANRIA
1510
American National Registered Investment Advisor
Texas
$8.1M -$141K -2,224 -2%
GRP
1511
Global Retirement Partners
California
$8.09M +$752K +11,832 +10%
PP
1512
Pegasus Partners
Wisconsin
$8.09M +$231K +3,640 +3%
HC
1513
Hendley & Co
Ohio
$8.08M -$122K -1,920 -1%
NPT
1514
Nixon Peabody Trust
Massachusetts
$8.08M -$441K -6,940 -5%
NFG
1515
Nations Financial Group
Iowa
$8.08M -$74.3K -1,168 -0.9%
SCP
1516
Stamos Capital Partners
California
$8.06M +$4.57M +71,920 +131%
RGC
1517
Roberts, Glore & Co
Illinois
$8.05M -$905K -14,240 -10%
BCM
1518
Breiter Capital Management
Florida
$8.05M +$851K +13,380 +12%
DPIM
1519
Duff & Phelps Investment Management
Illinois
$8.04M -$661K -10,400 -8%
MCWS
1520
McKinley Carter Wealth Services
West Virginia
$8.03M -$226K -3,560 -3%
CFG
1521
Capstone Financial Group
Oklahoma
$7.98M -$1.45M -22,784 -15%
G
1522
GenTrust
Florida
$7.98M -$1.01M -15,896 -11%
GFPC
1523
Global Financial Private Capital
Florida
$7.97M -$579K -9,108 -7%
BP
1524
Broadleaf Partners
Ohio
$7.95M -$690K -10,860 -8%
SGCA
1525
Steel Grove Capital Advisors
Tennessee
$7.94M -$536K -8,428 -6%
59 60
61
62 63