Apple
AAPL
2,334 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 922 increasing their positions, 1,127 reducing their positions, and 73 closing their positions.
84% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 73
7% more funds holding in top 10
Funds holding in top 10: 1,154 → 1,237 (+83)
7% more capital invested
Capital invested by funds: $397B → $425B (+$28B)
2% more funds holding
Funds holding: 2,296 → 2,334 (+38)
13% less call options, than puts
Call options by funds: $14.7B | Put options by funds: $16.9B
18% less repeat investments, than reductions
Existing positions increased: 922 | Existing positions reduced: 1,127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
+$1.73B |
| 2 |
SG Americas Securities
New York
|
+$1.22B |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$930M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$823M |
| 5 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$562M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.71B |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.05B |
| 3 |
Wells Fargo
San Francisco,
California
|
-$694M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$637M |
| 5 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
-$582M |
AAPL Hedge Fund Activity: Q1 2015 in Review
2,334 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2015, worth a combined $425B — up 7.1% from $397B a quarter earlier.
Buyers outnumbered sellers: 134 funds opened new AAPL positions and 73 closed out — a net gain of 61 holders — while 922 added to existing stakes and 1,127 trimmed.
The largest buyer was HSBC Holdings, adding an estimated $1.73B. The largest seller was Capital Research Global Investors, cutting an estimated $1.71B.
- 2,334 institutional investors held Apple (AAPL) as of Q1 2015, up from 2,296 in Q4 2014.
- Funds reported $425B of Apple stock for Q1 2015, up 7.1% quarter-over-quarter.
- 134 funds opened new Apple positions in Q1 2015 and 73 closed out, a net change of +61 holders.
- The largest Apple buyer in Q1 2015 was HSBC Holdings, an estimated $1.73B added.
- The largest Apple seller in Q1 2015 was Capital Research Global Investors, an estimated $1.71B sold.
Based on aggregated 13F filings for Q1 2015.