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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1826
First Houston Capital
Texas
$2.52M -$904K -24,440 -26%
SMG
1827
Spectrum Management Group
Indiana
$2.5M +$714K +19,320 +39%
UBG
1828
United Bank (Georgia)
Georgia
$2.49M -$94.6K -2,560 -4%
PFA
1829
Pure Financial Advisors
California
$2.49M +$51.5K +1,392 +2%
LWM
1830
Lenox Wealth Management
Ohio
$2.49M +$757K +20,484 +42%
FAM
1831
Foothills Asset Management
Arizona
$2.48M -$17K -460 -0.7%
MAM
1832
Morse Asset Management
Connecticut
$2.48M -$7.39K -200 -0.3%
SCA
1833
Sage Capital Advisors
South Dakota
$2.48M +$2.54M +68,740 New
GIA
1834
Guyasuta Investment Advisors
Pennsylvania
$2.46M -$63.3K -1,712 -2%
FSCM
1835
Front Street Capital Management
Montana
$2.46M -$357K -9,660 -12%
ACM
1836
Ativo Capital Management
Illinois
$2.46M -$41.4K -1,120 -2%
FC
1837
FIC Capital
New York
$2.45M +$126K +3,396 +5%
FFA
1838
Fragasso Financial Advisors
Pennsylvania
$2.45M +$30.5K +824 +1%
PAG
1839
Private Advisory Group
Washington
$2.45M +$907K +24,524 +56%
ZCI
1840
Zevenbergen Capital Investments
Washington
$2.43M +$48.1K +1,300 +2%
NCM
1841
Noesis Capital Mangement
Florida
$2.43M +$444 +12 +0%
MC
1842
Miles Capital
Iowa
$2.43M -$297K -8,028 -11%
NCM
1843
New Capital Management
Texas
$2.42M
SFWA
1844
Summit Financial Wealth Advisors
Louisiana
$2.42M -$3.85K -104 -0.2%
GBT
1845
Grove Bank & Trust
Florida
$2.42M +$888K +24,024 +56%
SC
1846
Searle & Co
Connecticut
$2.42M -$2.51K -68 -0.1%
BEAM
1847
Baker Ellis Asset Management
Washington
$2.4M -$3.85K -104 -0.2%
FCAG
1848
First Capital Advisors Group
New Jersey
$2.4M +$37.7K +1,020 +2%
SCI
1849
Stableford Capital II
Arizona
$2.4M +$149K +4,032 +6%
DT
1850
Diversified Trust
Tennessee
$2.4M +$42.1K +1,140 +2%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.