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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1526
Holt Capital Partners
Texas
$4.53M -$33.3K -900 -0.7%
BA
1527
BKS Advisors
Michigan
$4.53M -$93.8K -2,536 -2%
HCA
1528
Harbour Capital Advisors
Virginia
$4.51M -$89.2K -2,412 -2%
RFWA
1529
RPg Family Wealth Advisory
Massachusetts
$4.51M -$67.1K -1,816 -1%
VIA
1530
Vident Investment Advisory
Georgia
$4.51M +$87.8K +2,376 +2%
RIM
1531
Reliant Investment Management
Tennessee
$4.5M -$197K -5,340 -4%
GIM
1532
Guardian Investment Management
California
$4.5M -$188K -5,072 -4%
BL
1533
BFSG LLC
California
$4.5M -$75.6K -2,044 -2%
PA
1534
Perennial Advisors
New York
$4.5M +$119K +3,228 +3%
SMC
1535
Smith, Moore & Co
Missouri
$4.49M +$45.5K +1,232 +1%
FPS
1536
Fieldpoint Private Securities
Connecticut
$4.49M +$551K +14,892 +14%
BBNB
1537
Baker Boyer National Bank
Washington
$4.48M -$399K -10,800 -8%
LJAC
1538
L.J. Altfest & Co
New York
$4.48M -$917K -24,804 -17%
TIA
1539
Tiemann Investment Advisors
California
$4.47M +$215K +5,808 +5%
ARMT
1540
Amica Retiree Medical Trust
Rhode Island
$4.45M
TI
1541
Truepoint Inc
Ohio
$4.45M +$7.99K +216 +0.2%
AWA
1542
Arete Wealth Advisors
Illinois
$4.44M +$693K +18,756 +18%
FTI
1543
Fiduciary Trust International
Massachusetts
$4.43M +$1.39M +37,720 +44%
HIC
1544
Holderness Investments Company
North Carolina
$4.41M -$206K -5,568 -4%
NME
1545
Notis-McConarty Edward
$4.41M -$103K -2,780 -2%
MLIC
1546
Mandatum Life Insurance Company
Finland
$4.4M -$799K -21,600 -15%
DBIA
1547
Dumont & Blake Investment Advisors
New Jersey
$4.39M -$47.2K -1,276 -1%
GBBWRPM
1548
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4.39M -$176K -4,764 -4%
GCM
1549
Glaxis Capital Management
Florida
$4.38M +$4.5M +121,600 New
CPIG
1550
Chicago Partners Investment Group
Illinois
$4.38M +$2.5M +67,728 +101%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.