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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1751
Montgomery Investment Management
Maryland
$3.06M – – –
ZCI
1752
Zevenbergen Capital Investments
Washington
$3.05M +$450K +11,668 +17%
ICM
1753
Intrepid Capital Management
Florida
$3.05M -$5.39K -140 -0.2%
BSB
1754
Bangor Savings Bank
Maine
$3.04M +$3.04M +78,944 New
CP
1755
Corbenic Partners
Pennsylvania
$3.04M -$47.8K -1,240 -2%
CFA
1756
Cahill Financial Advisors
Minnesota
$3.04M -$36.4K -944 -1%
CG
1757
CFO4Life Group
Texas
$3.04M +$229K +5,948 +8%
MIS
1758
Morningstar Investment Services
Illinois
$3.03M -$435K -11,296 -13%
WA1
1759
Wimmer Associates 1
California
$3.03M -$118K -3,060 -4%
BDWM
1760
Brewin Dolphin Wealth Management
Ireland
$3.03M +$3.03M +78,692 New
AHC
1761
Anderson Hoagland & Co
Missouri
$3.03M -$1.6M -41,460 -35%
LJHT
1762
Laurie J. Hall Trustee
$3.02M +$20K +520 +0.7%
HWA
1763
Heritage Wealth Advisors
Virginia
$3.02M +$219K +5,680 +8%
SIM
1764
Sadoff Investment Management
Wisconsin
$3M +$1.88M +48,772 +168%
BWM
1765
Baystate Wealth Management
Massachusetts
$2.99M +$1.37M +35,104 +84%
CIA
1766
Capital Impact Advisors
Massachusetts
$2.99M -$312K -8,088 -9%
NWP
1767
Northstar Wealth Partners
Connecticut
$2.97M +$433K +11,108 +17%
BAM
1768
Baring Asset Management
United Kingdom
$2.97M -$143K -3,720 -5%
FC
1769
Fayerweather Charles
$2.94M -$4.47K -116 -0.2%
SM
1770
SLS Management
New York
$2.94M – – –
BCM
1771
Brookstone Capital Management
Illinois
$2.94M +$177K +4,604 +6%
WA
1772
WealthTrust Axiom
Pennsylvania
$2.93M -$50.1K -1,300 -2%
HCM
1773
Hilton Capital Management
New York
$2.92M +$778K +20,200 +36%
FPCG
1774
Fort Pitt Capital Group
Pennsylvania
$2.91M +$196K +5,100 +7%
BHBT
1775
Burke & Herbert Bank & Trust
Virginia
$2.91M -$320K -8,308 -10%
69 70
71
72 73