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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEIRG
1676
New England Investment & Retirement Group
Massachusetts
$2.78M +$68.6K +2,368 +3%
LPIC
1677
LeJeune Puetz Investment Counsel
Michigan
$2.77M +$2.77M +95,664 New
SCG
1678
Sonata Capital Group
Washington
$2.77M +$14.8K +512 +0.5%
SB
1679
Simmons Bank
Arkansas
$2.76M +$113K +3,908 +4%
AMG
1680
Asset Management Group
Connecticut
$2.76M +$49.7K +1,716 +2%
NCIM
1681
New Century Investment Management
Michigan
$2.75M -$2.07M -71,408 -43%
QCI
1682
Quaker Capital Investments
Pennsylvania
$2.75M – – –
CPO
1683
Cerity Partners OCIO
New York
$2.75M +$422K +14,596 +18%
CBN
1684
Cadence Bank NA
Texas
$2.75M +$61.2K +2,112 +2%
FA
1685
FCG Advisors
New Jersey
$2.74M -$510K -17,612 -16%
BCP
1686
Blue Chip Partners
Michigan
$2.73M +$163K +5,616 +6%
BG
1687
Bollard Group
Massachusetts
$2.72M +$1.62K +56 +0.1%
AI
1688
Accredited Investors
Minnesota
$2.72M -$118K -4,076 -4%
CCM
1689
Canal Capital Management
Virginia
$2.72M +$20.8K +720 +0.8%
NIC
1690
Northwest Investment Counselors
Oregon
$2.71M +$59.1K +2,040 +2%
WA
1691
WBH Advisory
Maryland
$2.7M +$208K +7,200 +8%
DAS
1692
Dynamic Advisor Solutions
Arizona
$2.7M +$411K +14,196 +18%
NC
1693
NewSquare Capital
Pennsylvania
$2.7M -$93.6K -3,232 -3%
SOAMC
1694
Spirit of America Management Corp
New York
$2.69M – – –
LJHT
1695
Laurie J. Hall Trustee
$2.68M +$2.68M +91,056 New
BCM
1696
Boltwood Capital Management
California
$2.68M +$11.6K +400 +0.4%
AIM
1697
Anchor Investment Management
South Carolina
$2.68M +$9.96K +344 +0.4%
MFW
1698
Meristem Family Wealth
Minnesota
$2.65M -$36.4K -1,256 -1%
MIM
1699
Midwest Investment Management
Ohio
$2.64M +$624K +21,544 +31%
WI
1700
WBI Investments
New Jersey
$2.63M +$2.63M +90,804 New
66 67
68
69 70