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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
AIC
1576
Argus Investors Counsel
New York
$4.22M -$435K -11,776 -9%
CWM
1577
CMH Wealth Management
New Hampshire
$4.2M +$17K +460 +0.4%
CC
1578
Capital Counsel
New York
$4.19M +$5.18K +140 +0.1%
PWPCM
1579
Perella Weinberg Partners Capital Management
New York
$4.18M +$7.64M +206,748 +652%
GI
1580
GS Investments
Minnesota
$4.18M +$4.29M +116,096 New
TNBTD
1581
Trustmark National Bank Trust Department
Mississippi
$4.18M +$116K +3,144 +3%
JSL
1582
JT Stratford LLC
Georgia
$4.17M -$16.7K -452 -0.4%
QCG
1583
Quadrant Capital Group
Ohio
$4.16M -$114K -3,088 -2%
BMC
1584
Benin Management Corp
Connecticut
$4.16M -$327K -8,852 -7%
AAS
1585
Annex Advisory Services
Wisconsin
$4.15M +$97.2K +2,628 +2%
CNC
1586
Citizens & Northern Corp
Pennsylvania
$4.15M -$309K -8,360 -7%
SVCP
1587
Silicon Valley Capital Partners
California
$4.13M +$19.8K +536 +0.5%
AI
1588
Accredited Investors
Minnesota
$4.11M -$585K -15,824 -12%
MVA
1589
Mount Vernon Associates
Maryland
$4.1M +$5.92K +160 +0.1%
WCP
1590
Welch Capital Partners
New York
$4.09M +$723K +19,564 +21%
BL
1591
BCWM LLC
Kansas
$4.09M -$38.7K -1,048 -0.9%
EML
1592
Eos Management LP
New York
$4.09M
ITIM
1593
Indiana Trust & Investment Management
Indiana
$4.09M -$120K -3,240 -3%
HW
1594
Hedeker Wealth
Illinois
$4.08M -$88.6K -2,396 -2%
SBWM
1595
Sunflower Bank Wealth Management
Arizona
$4.08M +$52.8K +1,428 +1%
BCM
1596
Bienville Capital Management
New York
$4.07M +$550K +14,864 +15%
EGM
1597
Engineers Gate Manager
New York
$4.05M +$2.19M +59,364 +112%
DI
1598
Diligent Investors
California
$4.05M -$89.6K -2,424 -2%
GIM
1599
Greystone Investment Management
Ohio
$4.05M -$50.9K -1,376 -1%
CCM
1600
Consolidated Capital Management
California
$4.04M -$6.06K -164 -0.1%

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.