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2,296 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 839 increasing their positions, 1,035 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 68

12% more funds holding in top 10

Funds holding in top 10: 1,034 → 1,154 (+120)

10% more capital invested

Capital invested by funds: $360B → $397B (+$36.7B)

8% more funds holding

Funds holding: 2,125 → 2,296 (+171)

19% less repeat investments, than reductions

Existing positions increased: 839 | Existing positions reduced: 1,035

38% less call options, than puts

Call options by funds: $16.6B | Put options by funds: $26.6B

Holders
2,296
Holders Change
+171
Holders Change %
+8.05%
% of All Funds
61.21%
Holding in Top 10
1,154
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.61%
% of All Funds
30.77%
New
263
Increased
839
Reduced
1,035
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$589M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$563M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$541M
4
MTIM
Marathon Trading Investment Management
Pennsylvania
+$485M
5
JP Morgan Chase
JP Morgan Chase
New York
+$485M

Top Sellers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.36B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.46B
4
Goldman Sachs
Goldman Sachs
New York
-$1.25B
5
Invesco
Invesco
Georgia
-$847M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1601
Sterling Ridge Capital Management
New York
$2.93M +$2.89M +106,200 New
WCM
1602
Westend Capital Management
California
$2.91M -$423K -15,532 -13%
VSWA
1603
Vontobel Swiss Wealth Advisors
Switzerland
$2.91M +$2.87M +105,308 New
HPIA
1604
Hamilton Point Investment Advisors
North Carolina
$2.9M +$41K +1,508 +1%
MIM
1605
Midwest Investment Management
Ohio
$2.88M -$645K -23,724 -18%
AI
1606
Accredited Investors
Minnesota
$2.88M -$1.18M -43,220 -29%
GWS
1607
Glassman Wealth Services
Virginia
$2.88M +$2.84M +104,236 New
MCM
1608
McGlinn Capital Management
Pennsylvania
$2.88M -$120K -4,400 -4%
FA
1609
FCG Advisors
New Jersey
$2.85M +$1.3M +47,896 +88%
TCM
1610
Tradewinds Capital Management
Washington
$2.85M -$421K -15,476 -13%
NCM
1611
Nelson Capital Management
California
$2.84M -$320K -11,752 -10%
HIM
1612
Hutchens Investment Management
New Hampshire
$2.83M +$2.79M +102,404 New
MFS
1613
McNamara Financial Services
Massachusetts
$2.83M +$2.79M +102,404 New
ALA
1614
Atherton Lane Advisers
California
$2.82M -$273K -10,020 -9%
LP
1615
LMR Partners
United Kingdom
$2.82M -$249K -9,164 -8%
FBT
1616
First Bankers Trust
Kentucky
$2.82M +$57.2K +2,104 +2%
KIG
1617
Kessler Investment Group
Indiana
$2.82M -$119K -4,392 -4%
REMPR
1618
Roof Eidam Maycock Peralta (REMP)
California
$2.8M +$2.76M +101,516 New
MCWS
1619
McKinley Carter Wealth Services
West Virginia
$2.79M +$675K +24,808 +32%
SOAMC
1620
Spirit of America Management Corp
New York
$2.78M – – –
LSCM
1621
LaSalle Street Capital Management
Illinois
$2.78M +$2.74M +100,788 New
DWT
1622
Dorsey & Whitney Trust
South Dakota
$2.78M +$77.8K +2,860 +3%
AB
1623
Atlas Brown
Kentucky
$2.78M +$40K +1,472 +1%
CC
1624
Cipher Capital
New York
$2.77M -$271K -9,960 -9%
GOCM
1625
Green Owl Capital Management
New York
$2.76M +$2.72M +100,000 New
63 64
65
66 67

AAPL Hedge Fund Activity: Q4 2014 in Review

2,296 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2014, worth a combined $397B — up 10% from $360B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new AAPL positions and 68 closed out — a net gain of 195 holders — while 839 added to existing stakes and 1,035 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $589M. The largest seller was Icahn Carl, exiting entirely with an estimated $5.32B sold.

  • 2,296 institutional investors held Apple (AAPL) as of Q4 2014, up from 2,125 in Q3 2014.
  • Funds reported $397B of Apple stock for Q4 2014, up 10% quarter-over-quarter.
  • 263 funds opened new Apple positions in Q4 2014 and 68 closed out, a net change of +195 holders.
  • The largest Apple buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $589M added.
  • The largest Apple seller in Q4 2014 was Icahn Carl, an estimated $5.32B sold.

Based on aggregated 13F filings for Q4 2014.