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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
HHMI
1676
Howard Hughes Medical Institute
Maryland
$3.46M -$2.74M -74,112 -44%
SS
1677
Simplicity Solutions
Minnesota
$3.46M -$304K -8,236 -8%
AA
1678
ALPS Advisors
Colorado
$3.46M +$1.12M +30,336 +46%
HC
1679
Hampstead Capital
United Kingdom
$3.46M -$887K -24,000 -20%
RAM
1680
Redmond Asset Management
Virginia
$3.44M -$57.8K -1,564 -2%
Marshall Wace
1681
Marshall Wace
United Kingdom
$3.44M -$14.1M -381,988 -80%
SA
1682
Sicart Associates
New York
$3.43M +$73.9K +2,000 +2%
BCM
1683
Boltwood Capital Management
California
$3.43M -$25.9K -700 -0.7%
BIM
1684
Baldwin Investment Management
Pennsylvania
$3.43M -$357K -9,664 -9%
QCI
1685
Quaker Capital Investments
Pennsylvania
$3.42M
NCM
1686
Nelson Capital Management
California
$3.42M -$40.8K -1,104 -1%
PIM
1687
Platinum Investment Management
Australia
$3.41M -$665K -18,000 -16%
GCAC
1688
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.41M -$161K -4,360 -5%
KWM
1689
Kingsview Wealth Management
Oregon
$3.4M -$118K -3,188 -3%
OIM
1690
Orca Investment Management
Oregon
$3.4M -$214K -5,788 -6%
AMG
1691
Asset Management Group
Connecticut
$3.39M +$15.4K +416 +0.4%
LPIC
1692
LeJeune Puetz Investment Counsel
Michigan
$3.39M -$11.1K -300 -0.3%
NDSI
1693
Newman Dignan & Sheerar Inc
Rhode Island
$3.38M -$130K -3,528 -4%
AIM
1694
Anchor Investment Management
South Carolina
$3.38M -$3.7K -100 -0.1%
BCA
1695
Bray Capital Advisors
Florida
$3.38M -$256K -6,932 -7%
FLI
1696
Family Legacy Inc
South Carolina
$3.36M -$23.4K -632 -0.7%
EVC
1697
Eidelman Virant Capital
Missouri
$3.35M +$2.75M +74,320 +397%
SOAMC
1698
Spirit of America Management Corp
New York
$3.34M
CCA
1699
Clearwater Capital Advisors
Illinois
$3.33M +$115K +3,116 +4%
MIM
1700
Midwest Investment Management
Ohio
$3.33M +$145K +3,920 +4%

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.