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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.66B
2
Deutsche Bank
Deutsche Bank
Germany
+$584M
3
WRF
Waddell & Reed Financial
Kansas
+$523M
4
MCM
Marsico Capital Management
Colorado
+$425M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$399M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.51B
2
Capital World Investors
Capital World Investors
California
-$3.27B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.85B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$706M
5
Invesco
Invesco
Georgia
-$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
1626
West Oak Capital
California
$2.03M -$54.2K -2,152 -3%
CC
1627
Cadinha & Co
Hawaii
$2.03M – – –
CAM
1628
CMT Asset Management
Illinois
$2.03M -$1.53M -60,592 -43%
LWM
1629
LBA Wealth Management
Florida
$2.02M -$14.7K -584 -0.7%
BHBT
1630
Burke & Herbert Bank & Trust
Virginia
$2.02M +$53.9K +2,140 +3%
GPCM
1631
Granite Point Capital Management
Massachusetts
$2.02M -$1.51M -60,000 -43%
PRHC
1632
P.R. Herzig & Co
New York
$2M -$105K -4,180 -5%
BEC
1633
Blue Edge Capital
Virginia
$2M -$67.7K -2,688 -3%
OMC
1634
Overbrook Management Corp
New York
$1.99M +$30.2K +1,200 +2%
HH
1635
Hilltop Holdings
Texas
$1.99M +$626K +24,832 +46%
FWP
1636
FAS Wealth Partners
Kansas
$1.99M +$57K +2,264 +3%
PWW
1637
Pettyjohn Wood & White
Virginia
$1.97M +$36.3K +1,440 +2%
MFW
1638
Meristem Family Wealth
Minnesota
$1.97M +$12.6K +500 +0.6%
NIC
1639
Northwest Investment Counselors
Oregon
$1.96M +$12.7K +504 +0.7%
HL
1640
HeadInvest LLC
Maine
$1.96M +$17.8K +660 +0.9%
PAM
1641
Palisade Asset Management
Minnesota
$1.95M +$29.7K +1,180 +2%
PL
1642
Plancorp LLC
Missouri
$1.95M +$890K +35,296 +84%
SIM
1643
SSI Investment Management
California
$1.95M -$19.7K -780 -1%
FC
1644
FIC Capital
New York
$1.95M -$24.6K -976 -1%
PCA
1645
Personal Capital Advisors
California
$1.94M +$552K +21,900 +40%
NIA
1646
Northstar Investment Advisors
Colorado
$1.94M -$120K -4,760 -6%
CC
1647
Cornerstone Capital
California
$1.94M +$11.1K +440 +0.6%
DMC
1648
Drexel Morgan & Co
Pennsylvania
$1.93M -$95.4K -3,788 -5%
BFA
1649
Beaumont Financial Advisors
Massachusetts
$1.93M +$1.61K +64 +0.1%
CNAM
1650
Campbell Newman Asset Management
Wisconsin
$1.93M -$163K -6,488 -8%
64 65
66
67 68