AAPL icon

Apple
AAPL

Overview Fund Activity

2,293 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, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFT
1801
Simmons First Trust
Arkansas
$1.71M +$1.71M +61,856 New
AFA
1802
Abacus FCF Advisors
Florida
$1.7M +$1.7M +61,596 New
SNBOSCI
1803
Security National Bank of Sioux City Iowa
Iowa
$1.7M -$43.8K -1,588 -3%
CHJWM
1804
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.69M -$392K -14,196 -19%
LWM
1805
Lenox Wealth Management
Ohio
$1.67M -$159K -5,748 -9%
MCA
1806
Metropolitan Capital Advisors
New York
$1.67M -$130K -4,700 -7%
NAM
1807
NorthCoast Asset Management
Connecticut
$1.66M +$300K +10,860 +22%
JFL
1808
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.66M -$125K -4,520 -7%
GIM
1809
Guardian Investment Management
California
$1.66M +$1.66M +60,000 New
SM
1810
Southport Management
Wyoming
$1.66M +$1.66M +60,000 New
SCP
1811
Scoria Capital Partners
Connecticut
$1.66M +$1.66M +60,000 New
PC
1812
Palo Capital
California
$1.65M +$1.65M +59,852 New
ZCI
1813
Zevenbergen Capital Investments
Washington
$1.65M -$2.21K -80 -0.1%
PAS
1814
Partnervest Advisory Services
California
$1.65M +$52.5K +1,904 +3%
I
1815
IberiaBank
Louisiana
$1.65M -$21.6K -784 -1%
HP
1816
Hikari Power
Japan
$1.64M – – –
OIM
1817
Orca Investment Management
Oregon
$1.64M -$97.8K -3,544 -6%
AIM
1818
Acropolis Investment Management
Missouri
$1.63M -$92.1K -3,336 -5%
BE
1819
Bonness Enterprises
District of Columbia
$1.63M – – –
PIM
1820
Platinum Investment Management
Australia
$1.62M – – –
SIC
1821
Schwartz Investment Counsel
Michigan
$1.61M -$275K -9,980 -15%
C
1822
CFO4Life
Texas
$1.61M +$1.61M +58,332 New
HHAA
1823
Henry H. Armstrong Associates
Pennsylvania
$1.61M – – –
WG
1824
Welch Group
Alabama
$1.6M -$189K -6,856 -11%
SP
1825
Sarasin & Partners
United Kingdom
$1.6M – – –
71 72
73
74 75