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Apple
AAPL

Overview Fund Activity

2,332 hedge funds and large institutions have $417B invested in Apple in 2015 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 995 increasing their positions, 1,052 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,332
Holders Change
+2
Holders Change %
+0.09%
% of All Funds
62.89%
Holding in Top 10
1,214
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-1.62%
% of All Funds
32.74%
New
95
Increased
995
Reduced
1,052
Closed
69
Calls
$16.7B
Puts
$20.3B
Net Calls
-$3.62B
Net Calls Change
-$1.44B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$567M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$496M
3
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
+$455M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$395M
5
IG
ING Group
Netherlands
+$329M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.84B
2
HSBC Holdings
HSBC Holdings
United Kingdom
-$963M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$930M
4
WRF
Waddell & Reed Financial
Kansas
-$900M
5
LPC
Lone Pine Capital
Connecticut
-$851M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
1751
Blue Chip Partners
Michigan
$2.15M +$113K +3,588 +6%
NIC
1752
Northwest Investment Counselors
Oregon
$2.15M -$248K -7,900 -10%
GWCM
1753
Godshalk Welsh Capital Management
Pennsylvania
$2.14M -$211K -6,720 -9%
SM
1754
Senvest Management
New York
$2.13M -$3.76M -120,000 -64%
PCM
1755
Perkins Capital Management
Minnesota
$2.13M -$114K -3,640 -5%
MIC
1756
Meridian Investment Counsel
California
$2.12M -$351K -11,200 -14%
CFA
1757
Cahill Financial Advisors
Minnesota
$2.12M +$10.4K +332 +0.5%
NFGCM
1758
Norman Fields Gottscho Capital Management
New York
$2.11M – – –
PCM
1759
Pentwater Capital Management
Florida
$2.11M +$2.11M +67,200 New
HHGA
1760
Halbert Hargrove Global Advisors
California
$2.1M +$1.02M +32,484 +94%
FWM
1761
Focused Wealth Management
New York
$2.09M +$72.6K +2,316 +4%
PAM
1762
Peninsula Asset Management
Florida
$2.07M +$43.9K +1,400 +2%
CASB
1763
Cape Ann Savings Bank
Massachusetts
$2.06M -$11.3K -360 -0.5%
RWA
1764
Ropes Wealth Advisors
Massachusetts
$2.06M – – –
MIM
1765
Montgomery Investment Management
Maryland
$2.06M +$5.64K +180 +0.3%
FC
1766
Financial Consulate
Maryland
$2.05M – – –
PC
1767
Palo Capital
California
$2.04M +$30.2K +964 +2%
MSFP
1768
Mark Sheptoff Financial Planning
Connecticut
$2.03M +$97.1K +3,096 +5%
CHJWM
1769
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.02M +$97.4K +3,080 +5%
EWM
1770
Evermay Wealth Management
Virginia
$2.02M -$23.2K -740 -1%
SAM
1771
Security Asset Management
New York
$2.01M +$54.7K +1,744 +3%
HHAA
1772
Henry H. Armstrong Associates
Pennsylvania
$2.01M +$50.9K +1,624 +3%
ICM
1773
Intrepid Capital Management
Florida
$2M – – –
Wealth Enhancement Advisory Services
1774
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$1.99M +63,596 New
TI
1775
Trexquant Investment
Connecticut
$1.99M +$1.99M +63,600 New
69 70
71
72 73