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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
SGI
1601
Summit Global Investments
Utah
$4.03M -$3.54M -95,856 -46%
OAMG
1602
Odey Asset Management Group
United Kingdom
$4.03M +$1.11M +30,000 +37%
CP
1603
Camelot Portfolios
Ohio
$4.03M -$189K -5,124 -4%
PCM
1604
Palouse Capital Management
Washington
$4.02M -$100K -2,712 -2%
EGA
1605
E&G Advisors
Texas
$4.01M +$475K +12,856 +13%
CAL
1606
Capital Analysts LLC
Pennsylvania
$3.99M +$4.1M +110,832 New
AWM
1607
Arbor Wealth Management
Florida
$3.99M -$86.5K -2,340 -2%
FC
1608
Financial Consulate
Maryland
$3.98M +$99.8K +2,700 +3%
BIMC
1609
Benson Investment Management Company
Virginia
$3.97M +$58.1K +1,572 +1%
ANB
1610
Amarillo National Bank
Texas
$3.96M
PL
1611
Parthenon LLC
Kentucky
$3.95M +$241K +6,524 +6%
UONDDL
1612
University of Notre Dame du Lac
Indiana
$3.94M -$2.57M -69,464 -39%
GWS
1613
Glassman Wealth Services
Virginia
$3.94M -$43.3K -1,172 -1%
PWW
1614
Pettyjohn Wood & White
Virginia
$3.93M -$274K -7,408 -6%
FWM
1615
Focused Wealth Management
New York
$3.93M -$12.3K -332 -0.3%
IT
1616
Independence Trust
Tennessee
$3.92M +$373K +10,092 +10%
WPIC
1617
White Pine Investment Company
Michigan
$3.92M +$3.25K +88 +0.1%
SFSG
1618
Stearns Financial Services Group
North Carolina
$3.9M -$219K -5,912 -5%
NG
1619
Northstar Group
New York
$3.9M +$38.2K +1,032 +1%
MCWS
1620
McKinley Carter Wealth Services
West Virginia
$3.89M +$27.1K +732 +0.7%
NJBEST
1621
New Jersey Better Educational Savings Trust
New Jersey
$3.89M
PCTC
1622
Perkins Coie Trust Company
Washington
$3.88M +$37.9K +1,024 +1%
MCM
1623
McRae Capital Management
New Jersey
$3.85M -$536K -14,496 -12%
PI
1624
Parkside Investments
Illinois
$3.85M -$75.4K -2,040 -2%
HCM
1625
Hollencrest Capital Management
California
$3.83M -$50.3K -1,360 -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.