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Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$3.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.58B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.09B
4
BA
BlackRock Advisors
Delaware
+$811M
5
Coatue Management
Coatue Management
New York
+$790M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$852M
2
Wells Fargo
Wells Fargo
California
-$777M
3
Invesco
Invesco
Georgia
-$765M
4
State Street
State Street
Massachusetts
-$707M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$644M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1876
Pinnacle Advisory Group
Maryland
$698K +$113K +4,852 +19%
BWP
1877
BSW Wealth Partners
Colorado
$688K -$9.2K -396 -1%
SMC
1878
Smith, Moore & Co
Missouri
$683K +$8.09K +348 +1%
HEIP
1879
Hudson Edge Investment Partners
New Jersey
$683K +$31.8K +1,368 +5%
First Eagle Investment Management
1880
First Eagle Investment Management
New York
$682K – – –
WA
1881
WESPAC Advisors
California
$672K -$320K -13,752 -32%
GI
1882
Glovista Investments
New Jersey
$672K -$66.6K -2,868 -9%
AssetMark Inc
1883
AssetMark Inc
California
$672K -$33K -1,420 -5%
1GA
1884
1st Global Advisors
Texas
$671K -$46.3K -1,992 -6%
AAM
1885
American Asset Management
Florida
$665K +$18.2K +784 +3%
BHTS
1886
Bar Harbor Trust Services
Maine
$664K – – –
VCAM
1887
Valentine Capital Asset Management
California
$662K -$136K -5,856 -17%
NA
1888
Navellier & Associates
Nevada
$660K +$9.75K +420 +2%
RT
1889
Rockland Trust
Massachusetts
$656K +$91K +3,920 +16%
Verition Fund Management
1890
Verition Fund Management
Connecticut
$653K -$61K -2,628 -9%
MDSL
1891
M.D. Sass LLC
New York
$652K +$225K +9,672 +53%
PCC
1892
Park Circle Company
Maryland
$651K – – –
GMA
1893
Goldstein Munger & Associates
California
$651K +$651K +28,000 New
HDIM
1894
Hanson & Doremus Investment Management
Vermont
$617K -$3.25K -140 -0.5%
SAS
1895
Stelac Advisory Services
New York
$616K -$1.95M -84,000 -76%
JIR
1896
James Investment Research
Ohio
$610K +$610K +26,240 New
QSS
1897
Quantitative Systematic Strategies
Florida
$609K +$609K +26,324 New
WSC
1898
Wellington Shields & Co
New York
$607K +$464 +20 +0.1%
BHB
1899
Bank Hapoalim BM
Israel
$606K +$77.5K +3,340 +15%
HCA
1900
Horan Capital Advisors
Ohio
$605K +$29.2K +1,256 +5%
74 75
76
77 78