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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 %
MCWS
1651
McKinley Carter Wealth Services
West Virginia
$1.93M -$705 -28 -0%
EWM
1652
Empirical Wealth Management
Washington
$1.92M +$404K +16,020 +27%
AAS
1653
Annex Advisory Services
Wisconsin
$1.92M +$50.9K +2,020 +3%
TH
1654
Timber Hill
Connecticut
$1.91M -$14.9M -592,808 -89%
FDCC
1655
Foster Dykema Cabot & Co
Massachusetts
$1.91M – – –
LJHT
1656
Laurie J. Hall Trustee
$1.91M -$7.56K -300 -0.4%
BRWM
1657
B. Riley Wealth Management
Tennessee
$1.9M -$451K -17,908 -19%
FUBT
1658
First United Bank & Trust
Maryland
$1.9M +$39.8K +1,580 +2%
OCG
1659
Opus Capital Group
Ohio
$1.9M +$489K +19,412 +35%
BOS
1660
Bank of Stockton
California
$1.9M +$4.13K +164 +0.2%
FIM
1661
Fruth Investment Management
Texas
$1.89M +$595K +23,644 +46%
VC
1662
Vestor Capital
Illinois
$1.88M +$101K +4,024 +6%
ACI
1663
Advance Capital I
Michigan
$1.87M – – –
CL
1664
Choreo LLC
Illinois
$1.87M +$57.5K +2,284 +3%
LNC
1665
Lincoln National Corp
Pennsylvania
$1.87M +$461K +18,292 +33%
CHJWM
1666
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.86M +$101K +4,108 +6%
JWM
1667
Jacobus Wealth Management
Wisconsin
$1.86M +$114K +4,524 +7%
KB
1668
Kimelman & Baird
New York
$1.85M -$330K -13,120 -15%
CFA
1669
Cahill Financial Advisors
Minnesota
$1.85M +$25.2K +1,000 +1%
TDC
1670
Thompson Davis & Co
Virginia
$1.83M +$562K +22,308 +44%
SWM
1671
Segment Wealth Management
Texas
$1.83M +$341K +13,532 +23%
CPC
1672
Cookson Peirce & Co
Pennsylvania
$1.8M +$1.8M +71,600 New
PFSC
1673
Peoples Financial Services Corp
Pennsylvania
$1.8M -$85.3K -3,388 -5%
IWC
1674
Integrated Wealth Counsel
California
$1.8M +$1.31K +52 +0.1%
DVM
1675
Dreman Value Management
Florida
$1.77M -$870K -34,528 -33%
65 66
67
68 69