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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPCM
1851
Perella Weinberg Partners Capital Management
New York
$1.84M +$1.84M +63,484 New
PGA
1852
Portland Global Advisors
Maine
$1.83M +$248K +8,560 +16%
AAM
1853
American Asset Management
Florida
$1.83M +$2.32K +80 +0.1%
FCAG
1854
First Capital Advisors Group
New Jersey
$1.82M +$1.82M +62,992 New
PFSC
1855
Peoples Financial Services Corp
Pennsylvania
$1.82M +$119K +4,960 +7%
SEIA
1856
Signature Estate & Investment Advisors
California
$1.82M +$711K +24,564 +64%
SAM
1857
Security Asset Management
New York
$1.81M – – –
FPA
1858
First Pacific Advisors
California
$1.81M +$1.81M +62,400 New
GRP
1859
Global Retirement Partners
California
$1.81M +$1.81M +62,416 New
SFWA
1860
Summit Financial Wealth Advisors
Louisiana
$1.8M +$3.13K +108 +0.2%
NIS
1861
National Investment Services
Wisconsin
$1.8M -$17.6K -608 -1%
NCM
1862
Noesis Capital Mangement
Florida
$1.8M -$17.1K -592 -0.9%
HCM
1863
Hilton Capital Management
New York
$1.79M +$598K +20,652 +50%
FIM
1864
Fernwood Investment Management
Massachusetts
$1.79M +$805K +27,800 +82%
TIM
1865
Thompson Investment Management
Wisconsin
$1.79M +$1.08M +37,176 +152%
RW
1866
REDW Wealth
New Mexico
$1.78M +$1.78M +61,536 New
TSWM
1867
Triangle Securities Wealth Management
North Carolina
$1.78M -$30.2K -1,044 -2%
MCM
1868
Millie Capital Management
California
$1.77M -$354K -12,236 -17%
GBT
1869
Grove Bank & Trust
Florida
$1.77M +$372K +12,840 +27%
FUBT
1870
First United Bank & Trust
Maryland
$1.77M -$928K -32,032 -34%
APTFM
1871
AGUR Provident & Training Funds Management
Israel
$1.76M +$1.76M +205,736 New
MPI
1872
Mairs & Power Inc
Minnesota
$1.76M -$4.75K -164 -0.3%
CIAS
1873
Capital Investment Advisory Services
North Carolina
$1.76M +$1.76M +60,596 New
PL
1874
Plancorp LLC
Missouri
$1.75M -$196K -6,780 -10%
CASB
1875
Cape Ann Savings Bank
Massachusetts
$1.75M -$98.7K -3,252 -5%
73 74
75
76 77