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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 %
CCM
1601
Check Capital Management
California
$2.19M +$272K +10,800 +14%
NGA
1602
Naples Global Advisors
Florida
$2.19M +$446K +17,724 +26%
CP
1603
Cinque Partners
California
$2.19M -$3.72M -147,752 -63%
BBI
1604
Baxter Bros Inc
Connecticut
$2.19M -$77.8K -3,088 -3%
SAMC
1605
Shinko Asset Management Company
Japan
$2.17M -$400K -15,876 -16%
EHWM
1606
Eads & Heald Wealth Management
Georgia
$2.17M +$843K +33,468 +64%
BAM
1607
Brave Asset Management
New Jersey
$2.17M – – –
PCTC
1608
Perkins Coie Trust Company
Washington
$2.15M +$59.2K +2,352 +3%
ACM
1609
Argonaut Capital Management
New York
$2.15M – – –
FA
1610
FCG Advisors
New Jersey
$2.14M -$35.3K -904 -2%
GAG
1611
GM Advisory Group
New York
$2.14M +$11K +436 +0.5%
OA
1612
Outfitter Advisors
Virginia
$2.13M -$79.6K -3,160 -4%
NIP
1613
Nicholas Investment Partners
California
$2.13M -$187K -7,412 -8%
T
1614
Thomaspartners
Massachusetts
$2.12M +$742K +29,448 +54%
IMAS
1615
ID Management A/S
Denmark
$2.11M +$2.11M +83,720 New
AMG
1616
Asset Management Group
Connecticut
$2.11M +$7.25K +288 +0.3%
TSW
1617
Thompson Siegel & Walmsley
Virginia
$2.09M +$275K +10,900 +15%
NCM
1618
Noesis Capital Mangement
Florida
$2.09M -$123K -4,888 -6%
KTC
1619
Kistler-Tiffany Companies
Pennsylvania
$2.08M +$55.5K +2,204 +3%
PFO
1620
Pathstone Family Office
New Jersey
$2.07M +$1.52M +60,236 +273%
SFSG
1621
Stearns Financial Services Group
North Carolina
$2.07M +$91.6K +3,636 +5%
HVIA
1622
Hudson Valley Investment Advisors
New York
$2.06M +$125K +4,976 +6%
PFM
1623
PacWest Financial Management
Arizona
$2.05M +$189K +7,500 +10%
OFS
1624
Orrstown Financial Services
Pennsylvania
$2.04M -$105K -4,156 -5%
CS
1625
Credential Securities
$2.04M -$75.7K -3,024 -4%
63 64
65
66 67