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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
SICM
1601
Sustainable Insight Capital Management
New York
$3.26M +$3.26M +112,400 New
GWS
1602
Glassman Wealth Services
Virginia
$3.25M +$157K +5,412 +5%
TNBTD
1603
Trustmark National Bank Trust Department
Mississippi
$3.25M +$122K +4,212 +4%
SBWM
1604
Sunflower Bank Wealth Management
Arizona
$3.25M – – –
NSB
1605
Norway Savings Bank
Maine
$3.24M +$3.24M +111,700 New
AAS
1606
Annex Advisory Services
Wisconsin
$3.23M +$231K +7,980 +8%
MCWS
1607
McKinley Carter Wealth Services
West Virginia
$3.23M -$70.5K -2,436 -2%
PWAG
1608
Polaris Wealth Advisory Group
California
$3.23M +$40.8K +1,408 +1%
RGC
1609
Roberts, Glore & Co
Illinois
$3.22M -$5.44K -188 -0.2%
OSAM
1610
O'Shaughnessy Asset Management
Connecticut
$3.22M -$870K -30,028 -21%
PFO
1611
Pathstone Family Office
New Jersey
$3.22M +$650K +22,444 +25%
CA
1612
Capital Advantage
California
$3.19M -$42K -1,452 -1%
HCM
1613
Hollencrest Capital Management
California
$3.19M -$173K -5,960 -5%
CCM
1614
Cribstone Capital Management
Maine
$3.18M -$846K -28,208 -21%
ANB
1615
Amarillo National Bank
Texas
$3.18M – – –
NEPWA
1616
New England Private Wealth Advisors
Massachusetts
$3.18M -$143K -4,932 -4%
PCTC
1617
Perkins Coie Trust Company
Washington
$3.18M -$1.74K -60 -0.1%
NA
1618
NewEdge Advisors
Louisiana
$3.18M +$317K +10,568 +11%
WPIC
1619
White Pine Investment Company
Michigan
$3.16M +$60.8K +2,100 +2%
ATC
1620
Adirondack Trust Company
New York
$3.15M +$226K +7,800 +8%
BIMC
1621
Benson Investment Management Company
Virginia
$3.13M +$3.13M +107,988 New
AJ
1622
Ashburton (Jersey)
Jersey
$3.13M – – –
NG
1623
Northstar Group
New York
$3.12M +$14.5K +500 +0.5%
WA
1624
Wealth Architects
California
$3.12M +$22.9K +792 +0.7%
FC
1625
Financial Consulate
Maryland
$3.12M +$1.74K +60 +0.1%
63 64
65
66 67