AAPL icon

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 %
OIMU
1801
Orbis Investment Management (US)
California
$1.94M -$3.16M -101,648 -62%
HHAA
1802
Henry H. Armstrong Associates
Pennsylvania
$1.94M +$127K +4,072 +7%
SP
1803
Sarasin & Partners
United Kingdom
$1.94M +$131K +4,196 +7%
KA
1804
KLCM Advisors
Wisconsin
$1.93M +$771K +24,792 +67%
DWA
1805
Dorsey Wright & Associates
California
$1.92M -$6.72K -216 -0.3%
GIM
1806
Guardian Investment Management
California
$1.92M – – –
PG
1807
Proffitt & Goodson
Tennessee
$1.92M -$36.6K -1,176 -2%
IRS
1808
Invictus RG (Singapore)
Singapore
$1.92M +$1.38M +44,216 +254%
MSFP
1809
Mark Sheptoff Financial Planning
Connecticut
$1.91M +$682K +21,936 +55%
CIA
1810
Capital Impact Advisors
Massachusetts
$1.9M +$1.9M +60,964 New
IWC
1811
Integrated Wealth Counsel
California
$1.9M -$161K -5,176 -8%
CHJWM
1812
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.89M -$8.09K -260 -0.4%
TCM
1813
Texan Capital Management
Texas
$1.89M -$1.01M -32,480 -35%
BCFS
1814
Butensky & Cohen Financial Security
Florida
$1.87M -$164K -5,276 -8%
HP
1815
Hikari Power
Japan
$1.87M – – –
PA
1816
Planning Alternatives
Michigan
$1.85M -$288K -9,264 -13%
CMANY
1817
Capital Management Associates (New York)
New York
$1.85M +$123K +3,960 +7%
OIM
1818
Orca Investment Management
Oregon
$1.85M – – –
BE
1819
Bonness Enterprises
District of Columbia
$1.83M – – –
F
1820
FutureAdvisor
California
$1.83M +$768K +24,808 +72%
PIM
1821
Platinum Investment Management
Australia
$1.83M – – –
IFS
1822
Ifrah Financial Services
Arkansas
$1.83M +$651K +20,936 +55%
AIM
1823
Acropolis Investment Management
Missouri
$1.8M -$36.3K -1,168 -2%
MCA
1824
Metropolitan Capital Advisors
New York
$1.79M -$93.3K -3,000 -5%
AI
1825
ArchPoint Investors
Florida
$1.79M – – –
71 72
73
74 75