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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPS
1701
Counsel Portfolio Services
Ontario, Canada
$1.49M -$260K -11,200 -15%
PA
1702
Planning Alternatives
Michigan
$1.49M +$1.49M +64,060 New
CK
1703
Carnick & Kubik
Colorado
$1.48M -$145K -6,228 -9%
EWM
1704
Evermay Wealth Management
Virginia
$1.48M +$235K +10,100 +19%
NFGCM
1705
Norman Fields Gottscho Capital Management
New York
$1.47M +$260K +11,200 +21%
TFF
1706
Timothy F. Fidgeon
$1.46M +$116K +5,012 +9%
MIC
1707
Meridian Investment Counsel
California
$1.45M -$31.2K -1,344 -2%
BCM
1708
Brookstone Capital Management
Illinois
$1.44M +$41.2K +1,772 +3%
ZCI
1709
Zevenbergen Capital Investments
Washington
$1.44M +$114K +4,900 +9%
WG
1710
Welch Group
Alabama
$1.43M -$149K -6,408 -9%
NEPWA
1711
New England Private Wealth Advisors
Massachusetts
$1.43M -$272K -11,720 -16%
AIM
1712
Acropolis Investment Management
Missouri
$1.43M -$31.1K -1,340 -2%
FA
1713
FCG Advisors
New Jersey
$1.41M -$572K -22,488 -29%
EWM
1714
Empirical Wealth Management
Washington
$1.4M +$87.2K +3,752 +7%
PSC
1715
Prentiss Smith & Co
Vermont
$1.4M -$126K -5,404 -8%
GHAM
1716
Gilman Hill Asset Management
Connecticut
$1.4M +$81.7K +3,516 +6%
WA
1717
WBH Advisory
Maryland
$1.4M +$18.9K +812 +1%
BGA
1718
Belmont Global Advisors
Texas
$1.39M +$1.39M +60,012 New
OIM
1719
Orca Investment Management
Oregon
$1.39M -$501K -21,576 -26%
VC
1720
Vicus Capital
Pennsylvania
$1.38M +$75.4K +3,244 +6%
NFC
1721
Northeast Financial Consultants
Connecticut
$1.38M +$13K +560 +1%
SWM
1722
Segment Wealth Management
Texas
$1.37M +$67.3K +2,896 +5%
HCM
1723
Highlander Capital Management
New Jersey
$1.37M +$13.9K +600 +1%
BE
1724
Bonness Enterprises
District of Columbia
$1.37M – – –
PIM
1725
Platinum Investment Management
Australia
$1.37M -$1.24M -53,200 -48%
67 68
69
70 71