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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
1626
Morningstar Investment Services
Illinois
$2.75M -$1.52M -55,064 -36%
TDC
1627
Thompson Davis & Co
Virginia
$2.73M +$722K +26,172 +36%
SIA
1628
Stancorp Investment Advisers
Oregon
$2.72M +$2.72M +98,604 New
TWA
1629
Tillar-Wenstrup Advisors
Ohio
$2.72M +$9.27K +336 +0.3%
QCI
1630
Quaker Capital Investments
Pennsylvania
$2.7M +$2.7M +98,000 New
HIM
1631
Herald Investment Management
United Kingdom
$2.7M – – –
AP
1632
AHL Partners
United Kingdom
$2.68M -$998K -36,188 -27%
TTWM
1633
TCV Trust & Wealth Management
Virginia
$2.68M +$32K +1,160 +1%
NG
1634
Northstar Group
New York
$2.68M +$2.68M +97,016 New
CPA
1635
Columbia Pacific Advisors
Washington
$2.67M +$2.67M +96,788 New
WIS
1636
Wright Investors Service
Connecticut
$2.67M -$235K -8,520 -8%
CFA
1637
Camarda Financial Advisors
Florida
$2.66M -$653K -23,664 -20%
EWM
1638
Edge Wealth Management
New York
$2.65M -$1.66K -60 -0.1%
AF
1639
Aldebaran Financial
$2.65M -$137K -5,200 -5%
GIA
1640
GHP Investment Advisors
Colorado
$2.64M +$843K +30,560 +47%
BC
1641
Banced Corp
Illinois
$2.64M -$169K -6,120 -6%
CIM
1642
Cambria Investment Management
California
$2.64M +$2.64M +95,600 New
CWM
1643
Catamount Wealth Management
Connecticut
$2.64M +$2.64M +95,516 New
FWC
1644
First Washington Corp
Washington
$2.62M – – –
ECAM
1645
East Coast Asset Management
Massachusetts
$2.62M +$149K +5,388 +6%
MBT
1646
Montecito Bank & Trust
California
$2.61M +$137K +4,972 +6%
LJAC
1647
L.J. Altfest & Co
New York
$2.61M +$70.2K +2,544 +3%
MBE
1648
Michael B. Elefante
$2.6M -$4.95M -179,352 -66%
CWM
1649
Confluence Wealth Management
Oregon
$2.6M -$37.1K -1,344 -1%
ATC
1650
Adirondack Trust Company
New York
$2.58M -$37.5K -1,360 -1%
64 65
66
67 68