AAPL icon

Apple
AAPL

Overview Fund Activity

2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.94B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.6B
3
IC
Icahn Carl
Florida
+$1.51B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38B
5
Goldman Sachs
Goldman Sachs
New York
+$756M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77B
3
State Street
State Street
Massachusetts
-$1.4B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
5
DCM
Discovery Capital Management
Connecticut
-$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
1551
Waldron Private Wealth
Pennsylvania
$1.7M -$386K -20,132 -19%
FFSOTS
1552
Fiduciary Financial Services of The Southwest
Texas
$1.69M +$74.1K +3,864 +5%
LWM
1553
Lenox Wealth Management
Ohio
$1.66M +$22K +1,148 +1%
NME
1554
Notis-McConarty Edward
$1.66M +$26.8K +1,400 +2%
BBPWM
1555
Blue Bell Private Wealth Management
Pennsylvania
$1.66M +$1.4M +72,800 +535%
GAG
1556
GM Advisory Group
New York
$1.65M +$1.65M +87,024 New
Marshall Wace
1557
Marshall Wace
United Kingdom
$1.64M +$1.64M +85,652 New
BL
1558
BCWM LLC
Kansas
$1.64M +$20.9K +1,092 +1%
CNAM
1559
Campbell Newman Asset Management
Wisconsin
$1.63M -$21.5K -1,120 -1%
ACM
1560
Argonaut Capital Management
New York
$1.63M – – –
OA
1561
Outfitter Advisors
Virginia
$1.63M -$112K -5,824 -6%
CL
1562
Choreo LLC
Illinois
$1.63M +$1.63M +85,092 New
PMFA
1563
Plante Moran Financial Advisors
Michigan
$1.63M -$43.5K -2,268 -3%
SIM
1564
SSI Investment Management
California
$1.62M -$3.61M -188,300 -69%
AI
1565
ArchPoint Investors
Florida
$1.62M +$8.05K +420 +0.5%
PRHC
1566
P.R. Herzig & Co
New York
$1.61M -$668K -34,860 -29%
SCM
1567
Steward Capital Management
Michigan
$1.6M -$37.6K -1,960 -2%
CWM
1568
Confluence Wealth Management
Oregon
$1.6M +$1.6M +83,524 New
NIA
1569
Northstar Investment Advisors
Colorado
$1.6M +$64.4K +3,360 +4%
FIM
1570
FourPoints Investment Managers
France
$1.6M – – –
CCM
1571
Check Capital Management
California
$1.6M – – –
PCTC
1572
Perkins Coie Trust Company
Washington
$1.59M -$3.22K -168 -0.2%
WOC
1573
West Oak Capital
California
$1.59M +$8.59K +448 +0.5%
OFS
1574
Orrstown Financial Services
Pennsylvania
$1.58M +$24.1K +1,260 +2%
ECAM
1575
East Coast Asset Management
Massachusetts
$1.58M +$11.3K +588 +0.7%
61 62
63
64 65