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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
1701
FCG Advisors
New Jersey
$2.18M -$257K -10,744 -11%
EGM
1702
Engineers Gate Manager
New York
$2.18M +$855K +35,764 +65%
BCM
1703
Boltwood Capital Management
California
$2.18M +$1.03M +43,140 +90%
PFO
1704
Pathstone Family Office
New Jersey
$2.17M -$41.5K -1,736 -2%
NFG
1705
Nations Financial Group
Iowa
$2.17M +$297K +12,436 +16%
NIC
1706
Northwest Investment Counselors
Oregon
$2.17M +$108K +4,508 +5%
CIA
1707
Capital Impact Advisors
Massachusetts
$2.17M +$641K +26,832 +42%
NCM
1708
Nelson Capital Management
California
$2.16M -$157K -6,580 -7%
PWAG
1709
Polaris Wealth Advisory Group
California
$2.16M -$11.2M -470,588 -84%
LOAMS
1710
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.15M -$17.3M -725,748 -89%
CA
1711
Cambridge Advisors
Nebraska
$2.14M -$15.9K -664 -0.7%
FBT
1712
First Bankers Trust
Kentucky
$2.11M -$697K -29,172 -25%
LWM
1713
LBA Wealth Management
Florida
$2.08M -$10.5K -440 -0.5%
MFW
1714
Meristem Family Wealth
Minnesota
$2.08M -$238K -9,952 -10%
ST
1715
Smithfield Trust
Pennsylvania
$2.07M +$9.17K +384 +0.4%
VIA
1716
Vident Investment Advisory
Georgia
$2.06M -$6.46M -270,396 -76%
DVM
1717
Dreman Value Management
Florida
$2.05M -$56.6K -2,368 -3%
CCM
1718
Copeland Capital Management
Pennsylvania
$2.05M -$21.6K -904 -1%
CCM
1719
Canal Capital Management
Virginia
$2.04M -$94.3K -3,944 -4%
PCMM
1720
Private Capital Management (Minnesota)
Minnesota
$2.04M +$103K +4,320 +5%
FFC
1721
First Financial Corp
Indiana
$2.04M -$361K -15,112 -15%
BG
1722
Bollard Group
Massachusetts
$2.04M +$287 +12 +0%
CL
1723
CSS LLC
Illinois
$2.02M – – –
NA
1724
NewEdge Advisors
Louisiana
$2.02M +$318K +13,276 +19%
WA
1725
WealthTrust Axiom
Pennsylvania
$2.01M -$362K -15,144 -15%
67 68
69
70 71