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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
FMC
1626
First Merchants Corp
Indiana
$3.82M +$118K +3,188 +3%
WWM
1627
Willingdon Wealth Management
North Carolina
$3.81M +$203K +5,480 +5%
IFS
1628
Ifrah Financial Services
Arkansas
$3.81M -$15.8K -428 -0.4%
BG
1629
Bollard Group
Massachusetts
$3.8M +$1.63K +44 +0%
RGC
1630
Roberts, Glore & Co
Illinois
$3.79M -$36.2K -980 -0.9%
GS
1631
GAM Systematic
United Kingdom
$3.78M +$805K +21,784 +26%
GGHC
1632
Gilder Gagnon Howe & Co
New York
$3.77M -$69.2K -1,872 -2%
FA
1633
FCG Advisors
New Jersey
$3.76M +$577K +15,608 +18%
NIP
1634
Nicholas Investment Partners
California
$3.76M -$789K -21,328 -17%
MA
1635
Menlo Advisors
California
$3.75M +$44.4K +1,200 +1%
PC
1636
Palo Capital
California
$3.74M +$5.03K +136 +0.1%
SJIM
1637
St. Johns Investment Management
Florida
$3.74M -$38.6K -1,044 -1%
BGC
1638
Blue Granite Capital
South Carolina
$3.73M -$776K -21,000 -17%
IC
1639
Investment Counsel
Michigan
$3.71M -$192K -5,200 -5%
SIM
1640
Sterling Investment Management
Arizona
$3.71M -$6.36K -172 -0.2%
WI
1641
Wintrust Investments
Illinois
$3.71M -$60K -1,624 -2%
AF
1642
Aldebaran Financial
$3.71M +$186K +5,020 +5%
RWA
1643
RGT Wealth Advisors
Texas
$3.69M +$1.03M +27,804 +37%
TCM
1644
Tradition Capital Management
New Jersey
$3.69M -$68.9K -1,864 -2%
TCM
1645
Texan Capital Management
Texas
$3.69M +$58.1K +1,572 +2%
CA
1646
Capital Advantage
California
$3.68M -$89.3K -2,416 -2%
TPWA
1647
TRUE Private Wealth Advisors
Oregon
$3.68M -$64.3K -1,740 -2%
PAS
1648
Partnervest Advisory Services
California
$3.68M +$365K +9,872 +11%
WCA
1649
Waratah Capital Advisors
Ontario, Canada
$3.67M -$4.12M -111,480 -52%
KC
1650
Kingfisher Capital
North Carolina
$3.67M +$602K +16,284 +19%

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.