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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 %
LP
1526
LMR Partners
United Kingdom
$2.81M +$1.93M +76,632 +220%
CVM
1527
Cheviot Value Management
California
$2.79M -$70K -2,780 -2%
MBT
1528
Monroe Bank & Trust
Michigan
$2.79M -$199K -7,904 -7%
MCM
1529
Matarin Capital Management
New York
$2.78M – – –
CC
1530
Cipher Capital
New York
$2.78M +$1.46M +57,948 +111%
CHC
1531
City Holding Co
West Virginia
$2.77M +$92.5K +3,672 +3%
ABP
1532
Arthur B. Page
$2.75M +$57.3K +2,276 +2%
EP
1533
Edgestream Partners
New Jersey
$2.74M -$5.3M -210,476 -66%
UAS
1534
United Asset Strategies
New York
$2.74M +$79.7K +3,164 +3%
MCM
1535
McGlinn Capital Management
Pennsylvania
$2.74M -$191K -7,600 -7%
EA
1536
Emerald Advisers
Pennsylvania
$2.73M -$983K -39,028 -26%
CFMC
1537
Curbstone Financial Management Corp
New Hampshire
$2.71M +$148K +5,860 +6%
BIM
1538
Baldwin Investment Management
Pennsylvania
$2.71M +$189K +7,500 +8%
SWM
1539
SVA Wealth Management
Wisconsin
$2.71M +$6.55K +260 +0.2%
WFG
1540
Wills Financial Group
Virginia
$2.69M +$38.8K +1,540 +1%
CP
1541
Corbenic Partners
Pennsylvania
$2.69M -$25.9K -1,028 -1%
KIG
1542
Kessler Investment Group
Indiana
$2.69M -$21.3K -844 -0.8%
HSA
1543
HBK Sorce Advisory
Pennsylvania
$2.68M +$10.9K +432 +0.4%
PMFA
1544
Plante Moran Financial Advisors
Michigan
$2.66M +$37K +1,468 +1%
MSP
1545
Madison Street Partners
Colorado
$2.65M +$885K +35,120 +50%
WIS
1546
Wright Investors Service
Connecticut
$2.65M +$153K +6,072 +6%
HIM
1547
Herald Investment Management
United Kingdom
$2.64M -$270K -10,000 -9%
NDSI
1548
Newman Dignan & Sheerar Inc
Rhode Island
$2.63M -$90.5K -3,592 -3%
AUB
1549
Atlantic Union Bankshares
Virginia
$2.61M -$548K -21,772 -17%
HPIA
1550
Hamilton Point Investment Advisors
North Carolina
$2.61M +$8.57K +340 +0.3%
60 61
62
63 64