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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
WA
1551
Waverly Advisors
Alabama
$4.37M +$538K +14,540 +14%
RFS
1552
Rockefeller Financial Services
New York
$4.36M -$270K -7,312 -6%
AIA
1553
AIMZ Investment Advisors
California
$4.35M -$114K -3,092 -2%
KTC
1554
Kistler-Tiffany Companies
Pennsylvania
$4.35M +$35.9K +972 +0.8%
JWA
1555
JFS Wealth Advisors
Pennsylvania
$4.35M -$86.1K -2,328 -2%
JAM
1556
Jolley Asset Management
North Carolina
$4.35M +$86.7K +2,344 +2%
RIM
1557
Rainier Investment Management
Washington
$4.34M -$4.34M -117,320 -49%
BKA
1558
Brick & Kyle Associates
Pennsylvania
$4.34M -$1.23M -33,152 -22%
WC
1559
Whitnell & Co
Illinois
$4.33M -$65.2K -1,764 -1%
AHC
1560
Anderson Hoagland & Co
Missouri
$4.32M -$814K -22,020 -15%
TCM
1561
Tegean Capital Management
New York
$4.32M +$4.44M +120,000 New
LWM
1562
Lyell Wealth Management
California
$4.31M +$318K +8,600 +8%
MM
1563
Meridian Management
Arkansas
$4.29M +$79.6K +2,152 +2%
CCM
1564
CrestPoint Capital Management
Missouri
$4.29M -$518K -14,000 -11%
BGDI
1565
BW Gestao de Investimentos
Brazil
$4.28M +$4.39M +118,876 New
WP
1566
WealthSource Partners
California
$4.28M -$112K -3,036 -2%
JIC
1567
JRM Investment Counsel
Nebraska
$4.27M -$730K -19,736 -14%
ABP
1568
Arthur B. Page
$4.26M -$99.8K -2,700 -2%
MCP
1569
Mirador Capital Partners
California
$4.26M +$53.8K +1,456 +1%
BRM
1570
Boston Research & Management
Massachusetts
$4.25M -$146K -3,960 -3%
AB
1571
Atlas Brown
Kentucky
$4.25M -$199K -5,380 -4%
NIM
1572
Needham Investment Management
New York
$4.25M
NPT
1573
Nixon Peabody Trust
Massachusetts
$4.24M -$60.3K -1,632 -1%
PWAG
1574
Polaris Wealth Advisory Group
California
$4.24M +$685K +18,516 +19%
CS
1575
Comerica Securities
Michigan
$4.24M +$192K +5,200 +5%

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.