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Apple
AAPL

Overview Fund Activity

2,048 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 905 increasing their positions, 862 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,048
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.19%
Holding in Top 10
855
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.66%
% of All Funds
24.71%
New
105
Increased
905
Reduced
862
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.94B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.6B
3
IC
Icahn Carl
Florida
+$1.51B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.38B
5
Goldman Sachs
Goldman Sachs
New York
+$756M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.24B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.77B
3
State Street
State Street
Massachusetts
-$1.4B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
5
DCM
Discovery Capital Management
Connecticut
-$870M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1676
Needelman Asset Management
California
$1.12M +$16.1K +840 +1%
TSW
1677
Thompson Siegel & Walmsley
Virginia
$1.11M +$343K +17,864 +44%
TFF
1678
Timothy F. Fidgeon
$1.11M +$537 +28 +0%
MCM
1679
Matarin Capital Management
New York
$1.1M +$1.1M +57,624 New
FIM
1680
Fernwood Investment Management
Massachusetts
$1.1M -$1.07M -55,580 -49%
ADMI
1681
Albert D. Mason Inc
Massachusetts
$1.1M +$607K +31,640 +123%
EHWM
1682
Eads & Heald Wealth Management
Georgia
$1.09M -$2.15K -112 -0.2%
OCG
1683
Opus Capital Group
Ohio
$1.09M +$1.09M +57,064 New
ZCI
1684
Zevenbergen Capital Investments
Washington
$1.09M -$48.3K -2,520 -4%
Dodge & Cox
1685
Dodge & Cox
California
$1.09M +$4.83K +252 +0.4%
GHAM
1686
Gilman Hill Asset Management
Connecticut
$1.09M +$72.5K +3,780 +7%
BCM
1687
Birmingham Capital Management
Alabama
$1.09M +$150K +7,840 +16%
EWM
1688
Empirical Wealth Management
Washington
$1.08M +$1.08M +56,560 New
SFG
1689
SNS Financial Group
Minnesota
$1.08M -$3.16M -164,976 -75%
VC
1690
Vicus Capital
Pennsylvania
$1.08M -$36K -1,876 -3%
HHAA
1691
Henry H. Armstrong Associates
Pennsylvania
$1.08M +$11.3K +588 +1%
SWM
1692
Segment Wealth Management
Texas
$1.08M +$43.5K +2,268 +4%
SM
1693
Scoggin Management
New York
$1.07M -$7.63M -398,300 -88%
FWM
1694
Focused Wealth Management
New York
$1.06M -$226K -11,788 -18%
RMC
1695
Regis Management Company
California
$1.06M -$17.7K -924 -2%
BFPW
1696
BOK Financial Private Wealth
Colorado
$1.06M – – –
GIA
1697
GHP Investment Advisors
Colorado
$1.06M +$38.1K +1,988 +4%
AR
1698
Advisory Research
Illinois
$1.06M +$8.05K +420 +0.8%
RAM
1699
Riggs Asset Management
Pennsylvania
$1.06M +$83.8K +4,368 +9%
AIC
1700
Atlantic Investment Company
Georgia
$1.05M +$1.05M +54,600 New
66 67
68
69 70