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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
1601
Field & Main Bank
Kentucky
$5.02M +$5.02M +118,580 New
PC
1602
Palo Capital
California
$5.01M +$364K +8,612 +8%
WP
1603
WealthSource Partners
California
$5.01M +$21.2K +500 +0.4%
SXL
1604
Summit X LLC
Missouri
$5.01M +$175K +4,140 +4%
KWM
1605
Kingsview Wealth Management
Oregon
$5.01M +$282K +6,672 +6%
JAM
1606
Jolley Asset Management
North Carolina
$5M -$7.45K -176 -0.1%
AWM
1607
Aries Wealth Management
Maine
$4.98M +$4.98M +111,600 New
ST
1608
Somerset Trust
Pennsylvania
$4.97M -$412K -9,736 -8%
RAG
1609
Roof Advisory Group
Pennsylvania
$4.97M +$4.97M +117,568 New
GD
1610
Grandfield & Dodd
New York
$4.94M -$466K -11,012 -9%
VCWA
1611
Vanguard Capital Wealth Advisors
Colorado
$4.94M +$4.94M +116,716 New
S
1612
SimplyRich
California
$4.93M +$4.93M +116,480 New
CC
1613
Capital Counsel
New York
$4.93M – – –
FFSOTS
1614
Fiduciary Financial Services of The Southwest
Texas
$4.92M -$16.2K -384 -0.3%
TMAM
1615
Tokio Marine Asset Management
Japan
$4.92M -$5.96M -140,952 -55%
TIA
1616
Trust Investment Advisors
Indiana
$4.91M -$243K -5,736 -5%
GWS
1617
Glassman Wealth Services
Virginia
$4.91M +$286K +6,760 +6%
GI
1618
GS Investments
Minnesota
$4.89M +$9.48K +224 +0.2%
PL
1619
Parthenon LLC
Kentucky
$4.86M -$20.3K -480 -0.4%
EWM
1620
Evermay Wealth Management
Virginia
$4.85M +$989K +23,380 +26%
RMAM
1621
Raab & Moskowitz Asset Management
New Jersey
$4.83M -$212K -5,008 -4%
JIC
1622
JRM Investment Counsel
Nebraska
$4.83M +$79.9K +1,888 +2%
NCM
1623
Neumann Capital Management
California
$4.83M -$1.29M -30,480 -21%
BI
1624
Bredin Investment
Delaware
$4.82M +$4.82M +112,000 New
BW
1625
Bison Wealth
Georgia
$4.81M -$4.74K -112 -0.1%
63 64
65
66 67