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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1751
Burke & Herbert Bank & Trust
Virginia
$3.01M +$25.6K +692 +0.8%
TW
1752
Transform Wealth
Colorado
$2.99M +$386K +10,448 +14%
BOS
1753
Bank of Stockton
California
$2.97M +$10.2K +276 +0.3%
IGGA
1754
Iron Gate Global Advisors
Utah
$2.96M +$3.04M +82,296 New
MCM
1755
Monarch Capital Management
Indiana
$2.95M -$52.1K -1,408 -2%
WA1
1756
Wimmer Associates 1
California
$2.94M +$98.6K +2,668 +3%
PCA
1757
Peddock Capital Advisors
Massachusetts
$2.93M +$203K +5,500 +7%
LF
1758
Lee Financial
Texas
$2.93M +$128K +3,472 +4%
RBC
1759
Ronald Blue & Co
Georgia
$2.92M -$292K -7,908 -9%
BAM
1760
Baring Asset Management
United Kingdom
$2.91M -$2.6M -70,420 -47%
ST
1761
Smithfield Trust
Pennsylvania
$2.9M +$55.2K +1,492 +2%
PWS
1762
Peloton Wealth Strategists
Indiana
$2.9M
CP
1763
Corbenic Partners
Pennsylvania
$2.89M -$222K -6,004 -7%
AFM
1764
Abbot Financial Management
Massachusetts
$2.88M +$2.96M +80,008 New
KFBMI
1765
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.88M
JCM
1766
JS Capital Management
New York
$2.88M +$2.96M +80,000 New
CFA
1767
Cahill Financial Advisors
Minnesota
$2.88M +$114K +3,084 +4%
HHAA
1768
Henry H. Armstrong Associates
Pennsylvania
$2.87M +$1.48K +40 +0.1%
DAS
1769
Dynamic Advisor Solutions
Arizona
$2.86M +$16.9K +456 +0.6%
MIM
1770
Montgomery Investment Management
Maryland
$2.85M -$42.9K -1,160 -1%
ICM
1771
Intrepid Capital Management
Florida
$2.85M
FCFC
1772
First Commonwealth Financial Corp
Pennsylvania
$2.83M -$149K -4,032 -5%
CGA
1773
Crescent Grove Advisors
Illinois
$2.82M +$2.89M +78,252 New
CS
1774
Credential Securities
$2.81M -$31.5K -852 -1%
LCM
1775
Lee Capital Management
New York
$2.81M

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.