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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1701
Bray Capital Advisors
Florida
$2.53M +$173K +5,560 +7%
EGM
1702
Engineers Gate Manager
New York
$2.52M +$587K +18,872 +30%
AAS
1703
Annex Advisory Services
Wisconsin
$2.51M +$170K +5,468 +7%
FUBT
1704
First United Bank & Trust
Maryland
$2.51M +$208K +6,672 +9%
LCM
1705
Leisure Capital Management
California
$2.5M +$23.3K +748 +0.9%
LCM
1706
LG Capital Management
Maryland
$2.49M +$2.49M +80,000 New
OA
1707
Outfitter Advisors
Virginia
$2.49M -$56.5K -1,816 -2%
EHWM
1708
Eads & Heald Wealth Management
Georgia
$2.49M -$191K -6,124 -7%
JWM
1709
Jacobus Wealth Management
Wisconsin
$2.49M +$168K +5,396 +7%
CCM
1710
Check Capital Management
California
$2.48M +$28K +900 +1%
TFF
1711
Timothy F. Fidgeon
$2.48M +$525K +16,860 +27%
MAM
1712
Mastrapasqua Asset Management
Tennessee
$2.46M -$7.8M -420,496 -76%
PWW
1713
Pettyjohn Wood & White
Virginia
$2.46M -$12.4K -400 -0.5%
LJHT
1714
Laurie J. Hall Trustee
$2.46M -$9.96K -320 -0.4%
MIC
1715
Meridian Investment Counsel
California
$2.45M +$473K +15,200 +24%
WMC
1716
Westwood Management Corporation
Illinois
$2.44M – – –
SA
1717
Strategic Advisors
New York
$2.44M -$140K -6,040 -5%
CA
1718
Cambridge Advisors
Nebraska
$2.44M +$3.73K +120 +0.2%
HCA
1719
Horan Capital Advisors
Ohio
$2.44M +$1.51M +48,516 +163%
BEC
1720
Blue Edge Capital
Virginia
$2.44M -$29.7K -956 -1%
BHBT
1721
Burke & Herbert Bank & Trust
Virginia
$2.42M -$46K -1,480 -2%
CPA
1722
Capital Planning Advisors
California
$2.42M +$266K +8,560 +12%
FC
1723
FIC Capital
New York
$2.42M +$6.22K +200 +0.3%
LWM
1724
LBA Wealth Management
Florida
$2.4M +$108K +3,476 +5%
NC
1725
Northpointe Capital
Michigan
$2.4M -$438K -14,080 -15%
67 68
69
70 71