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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 %
HI
1801
Hudock Inc
Pennsylvania
$990K +$221K +9,500 +29%
TCB
1802
Texas Capital Bancshares
Texas
$977K – – –
PL
1803
Plancorp LLC
Missouri
$976K -$841K -36,204 -46%
IUAM
1804
Itau USA Asset Management
New York
$976K – – –
BCMIO
1805
Beacon Capital Management Inc (Ohio)
Ohio
$974K -$112K -4,828 -10%
OCM
1806
Osterweis Capital Management
California
$959K – – –
EFSCE
1807
Enterprise Financial Services Corp (EFSC)
Missouri
$951K +$41K +1,764 +5%
PI
1808
Pettee Investors
Connecticut
$948K – – –
SIM
1809
Spark Investment Management
New York
$948K +$948K +40,800 New
MC
1810
Miles Capital
Iowa
$947K -$34K -1,464 -3%
ZAM
1811
Zevin Asset Management
Massachusetts
$942K +$478K +20,600 +103%
CAM
1812
CG Asset Management
New York
$933K +$198K +8,528 +27%
FMA
1813
FNY Managed Accounts
New York
$929K +$246K +10,600 +36%
GIM
1814
Guardian Investment Management
California
$923K +$923K +40,000 New
S
1815
SignatureFD
Georgia
$918K +$154K +6,620 +20%
JFA
1816
JNBA Financial Advisors
Minnesota
$905K -$82K -3,528 -8%
Rafferty Asset Management
1817
Rafferty Asset Management
New York
$903K -$255K -10,972 -22%
VDI
1818
Vaughan David Investments
Illinois
$894K +$96K +4,132 +12%
FHB
1819
First Hawaiian Bank
Hawaii
$892K -$929 -40 -0.1%
BCM
1820
Boltwood Capital Management
California
$885K +$338K +14,560 +62%
IFS
1821
Ifrah Financial Services
Arkansas
$884K -$224K -9,632 -20%
NYLT
1822
New York Life Trust
New York
$884K -$8.18K -352 -0.9%
SH
1823
Scepter Holdings
Texas
$883K +$883K +38,000 New
CWA
1824
Constellation Wealth Advisors
New York
$882K -$2.95M -127,148 -77%
BA
1825
Broadview Advisors
Wisconsin
$878K -$130K -5,600 -13%
71 72
73
74 75