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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
K
1776
Kemper
Illinois
$2.09M – – –
IT
1777
Independence Trust
Tennessee
$2.07M +$76.5K +2,460 +4%
CASB
1778
Cape Ann Savings Bank
Massachusetts
$2.06M -$100K -3,220 -5%
RWA
1779
Ropes Wealth Advisors
Massachusetts
$2.04M +$2.04M +65,696 New
IAS
1780
IMA Advisory Services
Colorado
$2.04M +$7.59K +244 +0.4%
MIM
1781
Montgomery Investment Management
Maryland
$2.04M -$162K -5,200 -7%
SMG
1782
Spectrum Management Group
Indiana
$2.04M +$1.89M +60,680 +1,264%
FC
1783
Financial Consulate
Maryland
$2.04M +$2.12K +68 +0.1%
EWM
1784
Evermay Wealth Management
Virginia
$2.02M +$43.8K +1,408 +2%
BCP
1785
Blue Chip Partners
Michigan
$2.02M -$77.6K -2,496 -4%
NEPWA
1786
New England Private Wealth Advisors
Massachusetts
$2.02M +$15.5K +500 +0.8%
PAM
1787
Peninsula Asset Management
Florida
$2.02M +$2.02M +64,440 New
KL
1788
KWMG LLC
Kansas
$2.01M -$1.79K -56 -0.1%
MWM
1789
Merriman Wealth Management
Washington
$2M +$11.7K +372 +0.6%
FWM
1790
Focused Wealth Management
New York
$2M -$24.6K -792 -1%
FIM
1791
Fruth Investment Management
Texas
$2M -$176K -5,656 -8%
CK
1792
Carnick & Kubik
Colorado
$2M +$61.6K +1,980 +3%
PC
1793
Palo Capital
California
$1.99M +$129K +4,148 +7%
ICM
1794
Intrepid Capital Management
Florida
$1.99M – – –
WCM
1795
Wunderlich Capital Managemnt
Tennessee
$1.98M -$13.9K -448 -0.7%
BCM
1796
BlueCrest Capital Management
Jersey
$1.98M +$1.41M +45,300 +247%
GVT
1797
Genesee Valley Trust
New York
$1.97M -$2.61K -84 -0.1%
DVM
1798
Dreman Value Management
Florida
$1.95M -$131K -4,216 -6%
SS
1799
Sunbelt Securities
Texas
$1.95M +$236K +7,600 +14%
SAM
1800
Security Asset Management
New York
$1.94M +$177K +5,684 +10%
70 71
72
73 74