AAPL icon

Apple
AAPL

Overview Fund Activity

2,519 hedge funds and large institutions have $457B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 864 increasing their positions, 1,361 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,519
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.9%
Holding in Top 10
1,235
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.89%
% of All Funds
30.84%
New
104
Increased
864
Reduced
1,361
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.16B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$761M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$727M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$554M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$458M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$957M
3
NEAM
New England Asset Management
Connecticut
-$808M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1726
RKL Wealth Management
Pennsylvania
$3.13M +$769K +21,368 +33%
CBN
1727
Cadence Bank NA
Texas
$3.11M -$80.9K -2,248 -3%
EWM
1728
Empirical Wealth Management
Washington
$3.11M +$598K +16,616 +24%
CIA
1729
Capital Impact Advisors
Massachusetts
$3.08M – – –
WPC
1730
White Pine Capital
Minnesota
$3.08M -$115K -3,200 -4%
LP
1731
LMR Partners
United Kingdom
$3.08M +$3.08M +85,516 New
LCM
1732
Leisure Capital Management
California
$3.07M -$105K -2,920 -3%
AIS
1733
American Investment Services
Massachusetts
$3.07M -$38.7K -1,076 -1%
MFW
1734
Meristem Family Wealth
Minnesota
$3.07M +$1.15K +32 +0%
FBT
1735
First Bankers Trust
Kentucky
$3.07M -$68.4K -1,900 -2%
NSB
1736
Norway Savings Bank
Maine
$3.06M -$133K -3,680 -4%
NFG
1737
Nations Financial Group
Iowa
$3.04M +$162K +4,504 +6%
Cerity Partners
1738
Cerity Partners
New York
$3.04M -$20.3M -665,760 -87%
TFA
1739
Toth Financial Advisory
Virginia
$3.03M +$341K +9,468 +13%
BWAM
1740
Boyd Watterson Asset Management
Ohio
$3.03M -$543K -15,088 -15%
ATC
1741
Adirondack Trust Company
New York
$3.02M -$527K -14,652 -15%
TCM
1742
Tanaka Capital Management
New York
$3.02M -$52.7K -1,464 -2%
DWM
1743
Doyle Wealth Management
Florida
$3.02M -$11.7K -324 -0.4%
WA
1744
WBH Advisory
Maryland
$3.02M -$336K -9,344 -10%
QCMC
1745
Quantum Capital Management (California)
California
$3.02M -$23.9K -664 -0.8%
LSCM
1746
LaSalle Street Capital Management
Illinois
$3.02M – – –
BHBT
1747
Burke & Herbert Bank & Trust
Virginia
$3.01M +$24.9K +692 +0.8%
TW
1748
Transform Wealth
Colorado
$2.99M +$376K +10,448 +14%
BOS
1749
Bank of Stockton
California
$2.97M +$9.94K +276 +0.3%
IGGA
1750
Iron Gate Global Advisors
Utah
$2.96M +$2.96M +82,296 New
68 69
70
71 72