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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 %
GVT
1676
Genesee Valley Trust
New York
$1.77M -$56.9K -2,260 -3%
PCM
1677
Perkins Capital Management
Minnesota
$1.76M -$17.6K -700 -1%
CFS
1678
Community Financial System
New York
$1.76M -$96.4K -3,828 -5%
PHAM
1679
Palisades Hudson Asset Management
Florida
$1.75M – – –
MPI
1680
Mairs & Power Inc
Minnesota
$1.74M +$118K +4,676 +7%
LWA
1681
Lenox Wealth Advisors
New York
$1.74M +$1.31K +52 +0.1%
CASB
1682
Cape Ann Savings Bank
Massachusetts
$1.74M -$4.43K -176 -0.3%
NEPWA
1683
New England Private Wealth Advisors
Massachusetts
$1.72M +$171K +6,772 +11%
SIC
1684
Schwartz Investment Counsel
Michigan
$1.72M -$685K -27,200 -28%
SCM
1685
Steward Capital Management
Michigan
$1.72M -$330K -13,120 -16%
MWVC
1686
Morgens Waterfall Vintiadis & Co
New York
$1.71M +$1.71M +68,000 New
MWM
1687
Merriman Wealth Management
Washington
$1.71M +$183K +6,732 +12%
GS
1688
Gagnon Securities
New York
$1.71M -$312K -12,396 -15%
FPCG
1689
Fort Pitt Capital Group
Pennsylvania
$1.7M +$1.7M +67,316 +112,193%
K
1690
Kemper
Illinois
$1.69M – – –
PA
1691
Planning Alternatives
Michigan
$1.69M +$74.3K +2,948 +5%
LWM
1692
Lenox Wealth Management
Ohio
$1.67M -$128K -5,096 -7%
SMG
1693
Spectrum Management Group
Indiana
$1.67M +$14.7K +584 +0.9%
CG
1694
Colony Group
Massachusetts
$1.67M +$1.28M +50,792 +332%
HIM
1695
Harbour Investment Management
Washington
$1.66M -$12.4K -492 -0.7%
IAS
1696
IMA Advisory Services
Colorado
$1.66M – – –
IMS
1697
Index Management Solutions
Pennsylvania
$1.65M -$615K -24,404 -27%
PG
1698
Proffitt & Goodson
Tennessee
$1.65M -$47.5K -1,884 -3%
MCA
1699
Metropolitan Capital Advisors
New York
$1.65M -$136K -5,400 -8%
BAM
1700
Berkshire Asset Management
Pennsylvania
$1.64M -$21.2K -840 -1%
66 67
68
69 70