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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
1751
Clearwater Capital Advisors
Illinois
$3.98M -$21K -496 -0.5%
PAS
1752
Partnervest Advisory Services
California
$3.97M -$266K -6,276 -6%
SJIM
1753
St. Johns Investment Management
Florida
$3.96M -$416K -9,828 -10%
BIM
1754
Baldwin Investment Management
Pennsylvania
$3.94M -$54.2K -1,280 -1%
GCA
1755
Gradient Capital Advisors
California
$3.94M +$3.94M +92,996 New
OIM
1756
Orca Investment Management
Oregon
$3.93M -$53.7K -1,268 -1%
SOAMC
1757
Spirit of America Management Corp
New York
$3.93M – – –
JFL
1758
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.92M +$114K +2,704 +3%
CHJWM
1759
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.91M -$211K -4,980 -5%
LPIC
1760
LeJeune Puetz Investment Counsel
Michigan
$3.9M -$31.8K -752 -0.8%
GRP
1761
Global Retirement Partners
California
$3.89M +$349K +8,252 +10%
NJBEST
1762
New Jersey Better Educational Savings Trust
New Jersey
$3.89M -$169K -4,000 -4%
LCP
1763
LGT Capital Partners
Switzerland
$3.89M +$113K +2,680 +3%
LJAC
1764
L.J. Altfest & Co
New York
$3.89M -$85.1K -2,012 -2%
CA
1765
Cambridge Advisors
Nebraska
$3.88M +$30K +708 +0.8%
CFMC
1766
Curbstone Financial Management Corp
New Hampshire
$3.87M -$4.11M -97,056 -51%
CWS
1767
Cypress Wealth Services
California
$3.87M +$3.87M +94,188 New
TCM
1768
Tanaka Capital Management
New York
$3.87M -$14.4K -340 -0.4%
RWM
1769
Ritholtz Wealth Management
New York
$3.86M +$1.45M +34,388 +60%
EGA
1770
E&G Advisors
Texas
$3.86M -$108K -2,544 -3%
WCAMG
1771
Woodard & Company Asset Management Group
North Carolina
$3.86M +$3.86M +91,216 New
EM
1772
Excalibur Management
Massachusetts
$3.86M -$420K -9,916 -10%
KFA
1773
Kelleher Financial Advisors
New York
$3.84M +$1.32M +31,088 +52%
BFG
1774
Bouchey Financial Group
New York
$3.84M -$9.41M -222,344 -71%
CPO
1775
Cerity Partners OCIO
New York
$3.83M +$22.5K +540 +0.6%
69 70
71
72 73