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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
NB
1651
Nicolet Bankshares
Wisconsin
$3.67M -$329K -8,904 -8%
ZB
1652
Zions Bancorporation
Utah
$3.66M +$990K +26,772 +36%
LMAM
1653
Legg Mason Asset Management
Japan
$3.66M -$251K -6,800 -6%
PP
1654
PDT Partners
New York
$3.66M -$28.7K -776 -0.8%
DAC
1655
Dividend Assets Capital
South Carolina
$3.66M -$12.4K -336 -0.3%
ECML
1656
Eagle Capital Management (Louisiana)
Louisiana
$3.64M -$36.7K -992 -1%
EM
1657
Excalibur Management
Massachusetts
$3.64M -$324K -8,768 -8%
MFW
1658
Mosaic Family Wealth
Missouri
$3.62M -$160K -4,340 -4%
DMK
1659
David M. Knott
$3.61M
FFSOTS
1660
Fiduciary Financial Services of The Southwest
Texas
$3.6M +$164K +4,428 +5%
FWP
1661
FAS Wealth Partners
Kansas
$3.59M +$85.8K +2,320 +2%
CCM
1662
Canal Capital Management
Virginia
$3.59M +$319K +8,640 +9%
CFMC
1663
Curbstone Financial Management Corp
New Hampshire
$3.59M -$389K -10,512 -10%
RCA
1664
Rowland Carmichael Advisors
Arizona
$3.56M +$6.21K +168 +0.2%
BCP
1665
Blue Chip Partners
Michigan
$3.56M +$114K +3,080 +3%
PFO
1666
Pathstone Family Office
New Jersey
$3.53M -$168K -4,556 -4%
MPAM
1667
Murphy Pohlad Asset Management
Minnesota
$3.53M -$29.6K -800 -0.8%
CHJWM
1668
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.52M +$60K +1,624 +2%
HS
1669
HighVista Strategies
Massachusetts
$3.51M -$1.2M -32,400 -25%
LPT
1670
Legacy Private Trust
Wisconsin
$3.51M -$183K -4,960 -5%
WA
1671
Wealth Architects
California
$3.51M -$162K -4,384 -4%
OCM
1672
Orleans Capital Management
Louisiana
$3.5M +$22.2K +600 +0.6%
OAM
1673
Occidental Asset Management
California
$3.48M +$295K +7,984 +9%
MM
1674
Midas Management
New York
$3.47M
MGIA
1675
Moneta Group Investment Advisors
Missouri
$3.47M +$1.96M +53,068 +123%

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.