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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1626
KLCM Advisors
Wisconsin
$1.84M +$5.2K +224 +0.3%
SFSG
1627
Stearns Financial Services Group
North Carolina
$1.82M -$4.55K -196 -0.2%
FC
1628
FIC Capital
New York
$1.82M -$405K -17,444 -18%
SIM
1629
SSI Investment Management
California
$1.82M -$153K -6,568 -8%
BHBT
1630
Burke & Herbert Bank & Trust
Virginia
$1.81M +$8.36K +360 +0.5%
MFW
1631
Meristem Family Wealth
Minnesota
$1.81M -$61.8K -2,660 -3%
OMC
1632
Overbrook Management Corp
New York
$1.81M -$1.17M -50,400 -39%
NIC
1633
Northwest Investment Counselors
Oregon
$1.8M -$55.3K -2,380 -3%
PWW
1634
Pettyjohn Wood & White
Virginia
$1.79M -$55.3K -2,380 -3%
HVIA
1635
Hudson Valley Investment Advisors
New York
$1.78M +$16.6K +716 +0.9%
BFA
1636
Beaumont Financial Advisors
Massachusetts
$1.78M -$1.35M -58,292 -43%
FWP
1637
FAS Wealth Partners
Kansas
$1.78M -$51.7K -2,224 -3%
CC
1638
Cornerstone Capital
California
$1.78M +$27.7K +1,192 +2%
MCWS
1639
McKinley Carter Wealth Services
West Virginia
$1.78M -$930 -40 -0.1%
PAM
1640
Palisade Asset Management
Minnesota
$1.78M – – –
I
1641
IberiaBank
Louisiana
$1.77M -$103K -4,440 -5%
CCM
1642
Check Capital Management
California
$1.77M -$160K -6,896 -8%
LJHT
1643
Laurie J. Hall Trustee
$1.77M – – –
FDCC
1644
Foster Dykema Cabot & Co
Massachusetts
$1.76M +$319K +13,720 +22%
NVIM
1645
New Vernon Investment Management
Illinois
$1.76M +$1.76M +75,600 New
SIC
1646
Shoker Investment Counsel
Ohio
$1.75M +$1.58K +68 +0.1%
MCM
1647
Moon Capital Management
New York
$1.75M +$1.75M +75,172 New
BOS
1648
Bank of Stockton
California
$1.75M +$50.8K +2,184 +3%
PFSC
1649
Peoples Financial Services Corp
Pennsylvania
$1.74M +$13.9K +600 +0.8%
ACI
1650
Advance Capital I
Michigan
$1.73M +$1.73M +74,400 New
64 65
66
67 68