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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1726
Bray Capital Advisors
Florida
$2.09M +$2.09M +75,672 New
SGA
1727
Strategic Global Advisors
California
$2.09M +$2.09M +75,608 New
FDCC
1728
Foster Dykema Cabot & Co
Massachusetts
$2.08M -$13.1K -476 -0.6%
AAS
1729
Annex Advisory Services
Wisconsin
$2.07M -$29.7K -1,076 -1%
FWP
1730
FAS Wealth Partners
Kansas
$2.07M -$108K -3,896 -5%
CNAM
1731
Campbell Newman Asset Management
Wisconsin
$2.07M -$43.7K -1,584 -2%
PAM
1732
Palisade Asset Management
Minnesota
$2.06M -$81.7K -2,960 -4%
LWA
1733
Lenox Wealth Advisors
New York
$2.06M +$150K +5,448 +8%
JWM
1734
Jacobus Wealth Management
Wisconsin
$2.06M +$23K +832 +1%
BCM
1735
Bienville Capital Management
New York
$2.05M +$2.05M +74,152 New
FUBT
1736
First United Bank & Trust
Maryland
$2.04M -$40.8K -1,480 -2%
HL
1737
HeadInvest LLC
Maine
$2.04M +$35.9K +1,300 +2%
LWM
1738
LBA Wealth Management
Florida
$2.03M -$182K -6,596 -8%
RIA
1739
Regal Investment Advisors
Michigan
$2.03M -$599K -21,704 -23%
KPF
1740
K2 Principal Fund
Ontario, Canada
$2.01M +$2.01M +72,800 New
PFSC
1741
Peoples Financial Services Corp
Pennsylvania
$2M +$32K +1,160 +2%
PCM
1742
Perkins Capital Management
Minnesota
$1.99M +$62.4K +2,260 +3%
SCG
1743
Sonata Capital Group
Washington
$1.98M +$1.98M +71,732 New
IMS
1744
Index Management Solutions
Pennsylvania
$1.98M +$165K +5,996 +9%
BAM
1745
Banta Asset Management
California
$1.96M +$1.72M +62,196 +705%
MIM
1746
Montgomery Investment Management
Maryland
$1.95M +$416K +15,080 +27%
CFA
1747
Cahill Financial Advisors
Minnesota
$1.95M -$73.7K -2,668 -4%
CFA
1748
CT Financial Advisors
Pennsylvania
$1.94M +$1.94M +70,308 New
T
1749
Thomaspartners
Massachusetts
$1.94M -$388K -14,052 -17%
VF
1750
Virtu Financial
New York
$1.93M +$159K +5,772 +9%
68 69
70
71 72