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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 %
NIS
1551
National Investment Services
Wisconsin
$2.59M – – –
BC
1552
Banced Corp
Illinois
$2.57M +$92.6K +3,676 +4%
BHTS
1553
Bar Harbor Trust Services
Maine
$2.56M +$1.84M +73,000 +255%
SA
1554
Strategic Advisors
New York
$2.56M -$90.4K -3,588 -3%
LI
1555
Longer Investments
Arkansas
$2.55M -$1.63M -64,536 -39%
MFIMFI
1556
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.54M -$379K -15,036 -13%
AF
1557
Aldebaran Financial
$2.54M -$289K -12,040 -10%
SOAMC
1558
Spirit of America Management Corp
New York
$2.54M – – –
ST
1559
Smithfield Trust
Pennsylvania
$2.53M -$1.22M -48,272 -32%
FBT
1560
First Bankers Trust
Kentucky
$2.52M +$197K +7,836 +8%
WPIC
1561
White Pine Investment Company
Michigan
$2.5M – – –
AB
1562
Atlas Brown
Kentucky
$2.5M -$120K -4,756 -5%
DWT
1563
Dorsey & Whitney Trust
South Dakota
$2.48M +$27.4K +1,088 +1%
BO
1564
Bank OZK
Arkansas
$2.48M +$115K +4,560 +5%
DCM
1565
Donaldson Capital Management
Indiana
$2.47M +$1.57M +62,232 +173%
TWA
1566
Tillar-Wenstrup Advisors
Ohio
$2.47M -$1.84M -73,096 -43%
BCM
1567
Barometer Capital Management
Ontario, Canada
$2.47M +$635K +25,200 +35%
UBV
1568
United Bank (Virginia)
Virginia
$2.46M +$363K +14,400 +17%
CC
1569
Columbia Capital
California
$2.42M -$960K -38,100 -28%
ICM
1570
Intrepid Capital Management
Florida
$2.42M -$17.6K -700 -0.7%
TTWM
1571
TCV Trust & Wealth Management
Virginia
$2.42M +$21.2K +840 +0.9%
EWM
1572
Edge Wealth Management
New York
$2.42M +$213K +8,440 +10%
CWM
1573
Confluence Wealth Management
Oregon
$2.4M -$232K -9,196 -9%
RIA
1574
Regal Investment Advisors
Michigan
$2.4M +$641K +25,456 +37%
ATC
1575
Adirondack Trust Company
New York
$2.39M -$33.8K -1,340 -1%
61 62
63
64 65