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2,401 hedge funds and large institutions have $341B invested in Apple in 2016 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 1,170 increasing their positions, 967 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $16.4B | Put options by funds: $10.7B

30% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 100

21% more repeat investments, than reductions

Existing positions increased: 1,170 | Existing positions reduced: 967

5% more funds holding in top 10

Funds holding in top 10: 1,0971,154 (+57)

0% more funds holding

Funds holding: 2,4002,401 (+1)

0% less capital invested

Capital invested by funds: $342B → $341B (-$380M)

Holders
2,401
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
63.98%
Holding in Top 10
1,154
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+5.2%
% of All Funds
30.75%
New
130
Increased
1,170
Reduced
967
Closed
100
Calls
$16.4B
Puts
$10.7B
Net Calls
+$5.66B
Net Calls Change
+$11.2B
Name Holding Trade Value Shares
Change
Change in
Stake
IG
151
ING Group
Netherlands
$323M -$312M -12,502,836 -51%
Los Angeles Capital Management
152
Los Angeles Capital Management
California
$319M +$4.02M +161,152 +1%
AIG
153
American International Group
New York
$310M +$179K +7,204 +0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
154
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$305M -$39.1M -1,569,432 -12%
Robeco Institutional Asset Management
155
Robeco Institutional Asset Management
Netherlands
$304M +$14.3M +575,456 +5%
William Blair & Company
156
William Blair & Company
Illinois
$301M +$7.11M +285,176 +3%
National Pension Service
157
National Pension Service
South Korea
$296M +$11.1M +444,996 +4%
First Manhattan
158
First Manhattan
New York
$295M +$39.9M +1,601,892 +17%
Polen Capital Management
159
Polen Capital Management
Florida
$283M +$28.1M +1,128,588 +12%
BCIM
160
British Columbia Investment Management
British Columbia, Canada
$279M +$447K +17,936 +0.2%
ACI
161
AMP Capital Investors
Australia
$276M -$22.1M -888,328 -8%
ProShare Advisors
162
ProShare Advisors
Maryland
$275M -$49.6M -1,991,032 -17%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$273M +$6.44M +258,560 +3%
GC
164
Guggenheim Capital
Illinois
$270M -$27.1M -1,086,804 -10%
KeyBank National Association
165
KeyBank National Association
Ohio
$269M +$1.82M +73,172 +0.7%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$264M +$5.83M +234,152 +2%
Fidelity International
167
Fidelity International
Bermuda
$262M +$91.1M +3,654,436 +61%
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
$259M -$320M -12,840,892 -57%
EAM
169
Edge Asset Management
Washington
$258M +$12.1M +485,368 +5%
Luther King Capital Management (LKCM)
170
Luther King Capital Management (LKCM)
Texas
$256M -$8.17M -327,800 -3%
AG
171
Aperio Group
California
$256M +$2.16M +86,864 +0.9%
FMI
172
Factory Mutual Insurance
Massachusetts
$251M +$2.92M +117,200 +1%
GT
173
Glenmede Trust
Pennsylvania
$248M +$3.48M +139,836 +2%
BPC
174
Banque Pictet & Cie
Switzerland
$248M +$8.25M +331,280 +4%
EPFB
175
Employees Provident Fund Board
Malaysia
$244M -$15.7M -631,064 -7%

AAPL Hedge Fund Activity: Q1 2016 in Review

2,401 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2016, worth a combined $341B — down 0.11% from $342B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new AAPL positions and 100 closed out — a net gain of 30 holders — while 1,170 added to existing stakes and 967 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $14.5B. The largest seller was Icahn Carl, exiting entirely with an estimated $4.82B sold.

  • 2,401 institutional investors held Apple (AAPL) as of Q1 2016, up from 2,400 in Q4 2015.
  • Funds reported $341B of Apple stock for Q1 2016, down 0.11% quarter-over-quarter.
  • 130 funds opened new Apple positions in Q1 2016 and 100 closed out, a net change of +30 holders.
  • The largest Apple buyer in Q1 2016 was Royal London Asset Management, an estimated $14.5B added.
  • The largest Apple seller in Q1 2016 was Icahn Carl, an estimated $4.82B sold.

Based on aggregated 13F filings for Q1 2016.