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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
1751
West Paces Advisors
Georgia
$2.34M +$2.34M +80,892 New
BHBT
1752
Burke & Herbert Bank & Trust
Virginia
$2.34M -$17.8K -616 -0.8%
BOS
1753
Bank of Stockton
California
$2.34M +$7.76K +268 +0.3%
ICM
1754
Intrepid Capital Management
Florida
$2.33M – – –
WA
1755
WealthTrust Axiom
Pennsylvania
$2.33M +$8.92K +308 +0.4%
MIM
1756
Montgomery Investment Management
Maryland
$2.33M – – –
CWM
1757
Confluence Wealth Management
Oregon
$2.32M -$8.11K -280 -0.3%
GS
1758
Girard Securities
California
$2.32M +$489K +16,880 +27%
DM
1759
Delphi Management
Massachusetts
$2.31M -$13.9K -480 -0.6%
HAI
1760
Hennessy Advisors Inc
California
$2.31M -$21.4K -740 -0.9%
HHAA
1761
Henry H. Armstrong Associates
Pennsylvania
$2.31M +$267K +9,212 +13%
NFG
1762
Nations Financial Group
Iowa
$2.3M -$375K -12,960 -14%
RBC
1763
Ronald Blue & Co
Georgia
$2.3M -$479K -16,560 -17%
OC
1764
Oarsman Capital
Wisconsin
$2.28M -$910K -31,412 -29%
FFC
1765
First Financial Corp
Indiana
$2.27M -$204K -7,044 -8%
TF
1766
Trutina Financial
Washington
$2.27M -$27.2K -940 -1%
MC
1767
Miles Capital
Iowa
$2.25M +$39.7K +1,372 +2%
AWM
1768
AE Wealth Management
Kansas
$2.25M +$2.25M +77,724 New
CG
1769
Colony Group
Massachusetts
$2.23M +$135K +4,660 +6%
CD
1770
Carl Domino
Florida
$2.23M -$339K -11,716 -13%
AIM
1771
Acropolis Investment Management
Missouri
$2.23M +$24.7K +852 +1%
TWA
1772
Tillar-Wenstrup Advisors
Ohio
$2.22M -$82.5K -2,848 -4%
BEC
1773
Blue Edge Capital
Virginia
$2.22M – – –
QCMC
1774
Quantum Capital Management (California)
California
$2.22M -$158K -5,440 -7%
C
1775
CFO4Life
Texas
$2.21M -$223K -7,708 -9%
69 70
71
72 73