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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 %
BRM
1526
Boston Research & Management
Massachusetts
$3.43M -$25.4K -920 -0.7%
MRCM
1527
M&R Capital Management
New Jersey
$3.41M -$253K -9,156 -7%
TIC
1528
Trees Investment Counsel
Illinois
$3.41M -$11K -400 -0.3%
DGI
1529
Disciplined Growth Investors
Minnesota
$3.4M -$3.57M -129,412 -51%
SWM
1530
SVA Wealth Management
Wisconsin
$3.39M +$428K +15,508 +14%
BOS
1531
Bingham Osborn & Scarborough
California
$3.39M -$156K -5,660 -4%
BRWM
1532
B. Riley Wealth Management
Tennessee
$3.39M +$1.31M +47,308 +63%
RGC
1533
Roberts, Glore & Co
Illinois
$3.38M +$56K +2,028 +2%
CCT
1534
Country Club Trust
Missouri
$3.37M +$229K +8,304 +7%
JPTCCM
1535
J.P. Turner & Co Capital Management
Georgia
$3.36M +$3.36M +121,144 New
SAA
1536
Southeast Asset Advisors
Georgia
$3.36M -$155K -5,600 -4%
HAI
1537
Hennessy Advisors Inc
California
$3.35M +$212K +7,680 +7%
SCM
1538
SOL Capital Management
Maryland
$3.35M +$32.9K +1,192 +1%
MDSL
1539
M.D. Sass LLC
New York
$3.31M -$88.1K -3,192 -3%
PMFA
1540
Plante Moran Financial Advisors
Michigan
$3.31M +$401K +14,516 +14%
FBB
1541
Fulton Breakefield Broenniman
Maryland
$3.31M +$165K +5,984 +5%
AIA
1542
AIMZ Investment Advisors
California
$3.3M +$3.3M +119,572 New
CA
1543
Capital Advantage
California
$3.29M -$149K -5,388 -4%
SAS
1544
Spectrum Advisory Services
Georgia
$3.29M -$43K -1,560 -1%
PMG
1545
ProVise Management Group
Florida
$3.29M +$195K +7,052 +6%
Point72 Asset Management
1546
Point72 Asset Management
Connecticut
$3.28M -$43.8M -1,586,800 -93%
HCM
1547
Howland Capital Management
Massachusetts
$3.27M -$215K -7,800 -6%
CP
1548
Camelot Portfolios
Ohio
$3.27M -$62.9K -2,280 -2%
IAM
1549
ICM Asset Management
Washington
$3.27M +$30.8K +1,116 +1%
MJP
1550
Michael J. Puzo
$3.26M +$57.9K +2,100 +2%
60 61
62
63 64