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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 %
AR
1726
Advisory Research
Illinois
$1.37M +$82.3K +3,540 +6%
CPO
1727
Cerity Partners OCIO
New York
$1.36M -$1.34M -57,888 -50%
AI
1728
ArchPoint Investors
Florida
$1.36M -$605K -26,040 -31%
RH
1729
Rayner & Haynor
California
$1.36M -$142K -6,100 -9%
NAM
1730
Needelman Asset Management
California
$1.34M -$9.76K -420 -0.7%
HHAA
1731
Henry H. Armstrong Associates
Pennsylvania
$1.34M +$31.7K +1,364 +2%
RMC
1732
Regis Management Company
California
$1.34M +$46.2K +1,988 +4%
BB
1733
Bell Bank
North Dakota
$1.33M -$409K -17,612 -24%
IT
1734
Independence Trust
Tennessee
$1.32M -$46.4K -1,996 -3%
Dodge & Cox
1735
Dodge & Cox
California
$1.32M – – –
IAA
1736
Ironsides Asset Advisors
North Carolina
$1.32M +$1.32M +56,716 New
MWM
1737
Merriman Wealth Management
Washington
$1.32M -$43.5K -1,852 -3%
EP
1738
Elkhorn Partners
Nebraska
$1.3M +$130K +5,600 +11%
LNC
1739
Lincoln National Corp
Pennsylvania
$1.3M +$173K +7,424 +15%
OCG
1740
Opus Capital Group
Ohio
$1.3M -$28K -1,204 -2%
PIMJS
1741
PKO Investment Management Joint-Stock
Poland
$1.29M -$604K -26,000 -32%
EA
1742
Elm Advisors
California
$1.29M +$37.2K +1,600 +3%
TSWM
1743
Triangle Securities Wealth Management
North Carolina
$1.29M +$370K +15,916 +40%
PCA
1744
Personal Capital Advisors
California
$1.28M +$1.28M +55,264 New
RAM
1745
Riggs Asset Management
Pennsylvania
$1.28M – – –
BCM
1746
Birmingham Capital Management
Alabama
$1.27M -$45.5K -1,960 -3%
T
1747
Thomaspartners
Massachusetts
$1.27M +$99K +4,260 +8%
TT
1748
Tiedemann Trust
Delaware
$1.26M -$9.08K -392 -0.7%
FWM
1749
Focused Wealth Management
New York
$1.26M -$28K -1,204 -2%
HH
1750
Hilltop Holdings
Texas
$1.26M -$172K -7,416 -12%
68 69
70
71 72