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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1776
Gradient Investments
Minnesota
$1.12M +$122K +5,268 +12%
FIM
1777
Fernwood Investment Management
Massachusetts
$1.12M -$215K -9,240 -16%
PI
1778
Panthera Investment
Germany
$1.12M +$1.12M +48,348 New
AIC
1779
Atlantic Investment Company
Georgia
$1.12M -$146K -6,300 -12%
RPGK
1780
Retirement Planning Group (Kansas)
Kansas
$1.12M -$86.6K -3,728 -7%
ECM
1781
Estabrook Capital Management
New York
$1.12M -$8.74K -376 -0.8%
HS
1782
Huntington Steele
Pennsylvania
$1.12M -$25.2K -1,084 -2%
CMANY
1783
Capital Management Associates (New York)
New York
$1.11M -$298K -12,812 -21%
AGA
1784
Accuvest Global Advisors
Utah
$1.1M -$468K -20,160 -30%
ICM
1785
IMS Capital Management
Oregon
$1.1M +$10.5K +452 +1%
FCIM
1786
Fairview Capital Investment Management
California
$1.09M -$130K -5,600 -11%
IFB
1787
iAB Financial Bank
Indiana
$1.08M +$10.2K +1,660 +1%
AWS
1788
Aris Wealth Services
Pennsylvania
$1.07M +$75.9K +3,268 +8%
DDC
1789
DF Dent & Co
Maryland
$1.07M -$32.5K -1,400 -3%
PGA
1790
Portland Global Advisors
Maine
$1.06M +$18.9K +812 +2%
RAM
1791
RWC Asset Management
United Kingdom
$1.06M -$773K -33,276 -42%
AL
1792
Aspiriant LLC
California
$1.06M -$12.4K -532 -1%
CHFS
1793
Cobble Hill Financial Services
New Jersey
$1.04M -$32.5K -1,400 -3%
MC
1794
Montag & Caldwell
Georgia
$1.04M – – –
RT
1795
Reliance Trust
Georgia
$1.04M -$337K -14,508 -24%
ST
1796
Spinnaker Trust
Maine
$1.03M -$186K -8,000 -15%
TIM
1797
Tortoise Investment Management
New York
$1.03M -$81.8K -3,520 -7%
ADBIC
1798
A.D. Beadell Investment Counsel
Wisconsin
$1.02M -$34.5K -1,484 -3%
MIM
1799
Montgomery Investment Management
Maryland
$1.01M -$146K -6,300 -13%
CBN
1800
Cadence Bank NA
Texas
$998K +$431K +18,560 +76%
70 71
72
73 74