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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
1726
Accuvest Global Advisors
Utah
$2.4M -$2.4M -76,996 -50%
DGI
1727
Disciplined Growth Investors
Minnesota
$2.39M -$1.43M -46,100 -37%
MFIMFI
1728
Mesirow Financial Investment Management - Fixed Income
Illinois
$2.38M -$220K -7,084 -8%
NIC
1729
Northwest Investment Counselors
Oregon
$2.37M -$42.6K -1,368 -2%
BFA
1730
Beaumont Financial Advisors
Massachusetts
$2.37M -$29.1K -936 -1%
NIA
1731
Northstar Investment Advisors
Colorado
$2.37M -$75K -2,412 -3%
FWP
1732
FAS Wealth Partners
Kansas
$2.36M +$28.6K +920 +1%
FDCC
1733
Foster Dykema Cabot & Co
Massachusetts
$2.36M +$12.4K +400 +0.5%
F
1734
FolioMetrix
Nebraska
$2.36M +$567K +18,212 +32%
MIM
1735
Midwest Investment Management
Ohio
$2.36M -$896K -28,804 -28%
FWC
1736
First Washington Corp
Washington
$2.35M -$596K -19,160 -20%
PAM
1737
Palisade Asset Management
Minnesota
$2.35M +$26.1K +840 +1%
EP
1738
Edgestream Partners
New Jersey
$2.34M +$2.34M +75,344 New
CNAM
1739
Campbell Newman Asset Management
Wisconsin
$2.34M +$3.49K +112 +0.1%
GWCM
1740
Godshalk Welsh Capital Management
Pennsylvania
$2.33M -$52.3K -1,680 -2%
LWA
1741
Lenox Wealth Advisors
New York
$2.32M +$1.99K +64 +0.1%
PFO
1742
Pathstone Family Office
New Jersey
$2.3M +$328K +10,524 +17%
CI
1743
CAZ Investments
Texas
$2.29M +$118K +3,804 +5%
BCM
1744
Brookstone Capital Management
Illinois
$2.29M +$257K +8,268 +13%
LI
1745
Longer Investments
Arkansas
$2.28M -$1.14M -36,600 -33%
SAMC
1746
Shinko Asset Management Company
Japan
$2.27M -$199K -6,396 -8%
SFM
1747
Signature Financial Management
Virginia
$2.26M +$695K +22,340 +44%
SIM
1748
SSI Investment Management
California
$2.26M -$409K -13,140 -15%
OFS
1749
Orrstown Financial Services
Pennsylvania
$2.26M -$149K -4,780 -6%
PFSC
1750
Peoples Financial Services Corp
Pennsylvania
$2.26M – – –
68 69
70
71 72