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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
1826
Schooner Investment Group
Pennsylvania
$1.53M -$192K -8,000 -11%
FAM
1827
Foresters Asset Management
Ontario, Canada
$1.53M +$1.53M +64,104 New
WCM
1828
Wunderlich Capital Managemnt
Tennessee
$1.53M +$40.2K +1,680 +3%
HL
1829
HeadInvest LLC
Maine
$1.53M -$172K -7,200 -10%
RI
1830
Redwood Investments
Massachusetts
$1.53M -$70.5K -2,948 -4%
BEAM
1831
Baker Ellis Asset Management
Washington
$1.53M +$7.36K +308 +0.5%
ICM
1832
Intrepid Capital Management
Florida
$1.53M – – –
CASB
1833
Cape Ann Savings Bank
Massachusetts
$1.52M -$15.5K -648 -1%
LWA
1834
Lenox Wealth Advisors
New York
$1.52M -$143K -5,992 -9%
SAM
1835
Security Asset Management
New York
$1.5M +$11.1K +464 +0.7%
CIM
1836
Cambria Investment Management
California
$1.5M -$151K -6,300 -9%
CPIG
1837
Chicago Partners Investment Group
Illinois
$1.49M +$92.9K +3,888 +7%
IFAM
1838
Institutional & Family Asset Management
Colorado
$1.49M +$61K +2,552 +4%
TW
1839
Transform Wealth
Colorado
$1.47M +$1.47M +61,544 New
MPI
1840
Mairs & Power Inc
Minnesota
$1.46M +$10K +420 +0.7%
CCWA
1841
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.45M +$171K +7,164 +13%
MSFP
1842
Mark Sheptoff Financial Planning
Connecticut
$1.45M +$97.5K +4,080 +7%
FIM
1843
Fernwood Investment Management
Massachusetts
$1.45M +$692K +28,960 +92%
JDR
1844
Jay D. Rosenbaum
$1.44M +$159K +6,652 +12%
SS
1845
Simplicity Solutions
Minnesota
$1.44M +$124K +5,196 +9%
CAAS
1846
Capital Asset Advisory Services
Michigan
$1.43M -$21.6K -904 -1%
TA
1847
TRB Advisors
New York
$1.43M – – –
HP
1848
Hikari Power
Japan
$1.43M – – –
NED
1849
Nancy E. Dempze
$1.43M +$104K +4,332 +8%
BCA
1850
Benchmark Capital Advisors
New York
$1.43M -$101K -4,216 -7%
72 73
74
75 76