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2,296 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 839 increasing their positions, 1,035 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

287% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 68

12% more funds holding in top 10

Funds holding in top 10: 1,034 → 1,154 (+120)

10% more capital invested

Capital invested by funds: $360B → $397B (+$36.7B)

8% more funds holding

Funds holding: 2,125 → 2,296 (+171)

19% less repeat investments, than reductions

Existing positions increased: 839 | Existing positions reduced: 1,035

38% less call options, than puts

Call options by funds: $16.6B | Put options by funds: $26.6B

Holders
2,296
Holders Change
+171
Holders Change %
+8.05%
% of All Funds
61.21%
Holding in Top 10
1,154
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.61%
% of All Funds
30.77%
New
263
Increased
839
Reduced
1,035
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$589M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$563M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$541M
4
MTIM
Marathon Trading Investment Management
Pennsylvania
+$485M
5
JP Morgan Chase
JP Morgan Chase
New York
+$485M

Top Sellers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.36B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.46B
4
Goldman Sachs
Goldman Sachs
New York
-$1.25B
5
Invesco
Invesco
Georgia
-$847M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1776
Harbour Investment Management
Washington
$1.81M – – –
BCFS
1777
Butensky & Cohen Financial Security
Florida
$1.81M +$1.78M +65,528 New
IAS
1778
IMA Advisory Services
Colorado
$1.81M -$6.86K -252 -0.4%
FC
1779
Financial Consulate
Maryland
$1.8M +$1.78M +65,392 New
BCM
1780
Brookstone Capital Management
Illinois
$1.8M +$83.8K +3,080 +5%
AT
1781
Argent Trust
Texas
$1.8M +$1.77M +65,232 New
FWM
1782
Focused Wealth Management
New York
$1.8M +$21.3K +784 +1%
BAM
1783
Berkshire Asset Management
Pennsylvania
$1.78M -$18.2K -668 -1%
NEPWA
1784
New England Private Wealth Advisors
Massachusetts
$1.78M -$102K -3,752 -5%
IT
1785
Independence Trust
Tennessee
$1.77M +$221K +8,140 +15%
WCM
1786
Wunderlich Capital Managemnt
Tennessee
$1.77M +$46.7K +1,716 +3%
JG
1787
Jefferies Group
New York
$1.77M -$4.08M -150,064 -70%
ICM
1788
Intrepid Capital Management
Florida
$1.76M -$877K -32,240 -34%
EWM
1789
Evermay Wealth Management
Virginia
$1.76M -$4.03K -148 -0.2%
MIC
1790
Meridian Investment Counsel
California
$1.76M +$45.2K +1,660 +3%
GVT
1791
Genesee Valley Trust
New York
$1.75M -$182K -6,680 -10%
NFGCM
1792
Norman Fields Gottscho Capital Management
New York
$1.75M – – –
PFO
1793
Pathstone Family Office
New Jersey
$1.75M -$516K -18,960 -23%
PG
1794
Proffitt & Goodson
Tennessee
$1.73M -$72.9K -2,680 -4%
TFF
1795
Timothy F. Fidgeon
$1.73M – – –
VC
1796
Vicus Capital
Pennsylvania
$1.73M +$81.4K +2,992 +5%
WA
1797
WBH Advisory
Maryland
$1.73M +$41.2K +1,516 +2%
CK
1798
Carnick & Kubik
Colorado
$1.72M +$3.92K +144 +0.2%
NFC
1799
Northeast Financial Consultants
Connecticut
$1.71M +$76.2K +2,800 +5%
EGM
1800
Engineers Gate Manager
New York
$1.71M +$1.69M +61,980 New
70 71
72
73 74

AAPL Hedge Fund Activity: Q4 2014 in Review

2,296 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2014, worth a combined $397B — up 10% from $360B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new AAPL positions and 68 closed out — a net gain of 195 holders — while 839 added to existing stakes and 1,035 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $589M. The largest seller was Icahn Carl, exiting entirely with an estimated $5.32B sold.

  • 2,296 institutional investors held Apple (AAPL) as of Q4 2014, up from 2,125 in Q3 2014.
  • Funds reported $397B of Apple stock for Q4 2014, up 10% quarter-over-quarter.
  • 263 funds opened new Apple positions in Q4 2014 and 68 closed out, a net change of +195 holders.
  • The largest Apple buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $589M added.
  • The largest Apple seller in Q4 2014 was Icahn Carl, an estimated $5.32B sold.

Based on aggregated 13F filings for Q4 2014.