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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
MWM
1876
Meridian Wealth Management
Kentucky
$2.26M -$67.4K -1,824 -3%
SMFG
1877
Sumitomo Mitsui Financial Group
Japan
$2.26M +$2.32M +62,712 New
EHWM
1878
Eads & Heald Wealth Management
Georgia
$2.25M -$74.4K -2,012 -3%
GS
1879
Girard Securities
California
$2.25M -$117K -3,152 -5%
TCM
1880
Tributary Capital Management
Nebraska
$2.25M -$264K -7,140 -10%
FPA
1881
First Pacific Advisors
California
$2.25M
FDCC
1882
Foster Dykema Cabot & Co
Massachusetts
$2.25M -$320K -8,656 -12%
CAS
1883
Cue Advisory Services
Arizona
$2.24M -$145K -3,920 -6%
PHAM
1884
Palisades Hudson Asset Management
Florida
$2.24M -$104K -2,800 -4%
MBT
1885
Monroe Bank & Trust
Michigan
$2.24M -$8.87K -240 -0.4%
GCMG
1886
Gyroscope Capital Management Group
Florida
$2.23M +$585K +15,832 +34%
CWM
1887
Circle Wealth Management
New Jersey
$2.22M +$84.6K +2,288 +4%
PA
1888
Planning Alternatives
Michigan
$2.22M +$16.1K +436 +0.7%
TSWM
1889
Triangle Securities Wealth Management
North Carolina
$2.21M -$33.3K -900 -1%
BCM
1890
Basswood Capital Management
New York
$2.2M
VSWA
1891
Vontobel Swiss Wealth Advisors
Switzerland
$2.19M -$10.6K -288 -0.5%
FAG
1892
Financial Advisory Group
Texas
$2.19M +$14.9K +404 +0.7%
FUBT
1893
First United Bank & Trust
Maryland
$2.18M -$133K -3,592 -6%
BCFS
1894
Butensky & Cohen Financial Security
Florida
$2.18M -$163K -4,416 -7%
APTFM
1895
AGUR Provident & Training Funds Management
Israel
$2.17M
KAM
1896
Kazazian Asset Management
Florida
$2.17M
FFC
1897
First Financial Corp
Indiana
$2.17M -$46.3K -1,252 -2%
RW
1898
REDW Wealth
New Mexico
$2.17M +$18.2K +492 +0.8%
CD
1899
Carl Domino
Florida
$2.16M -$401K -10,840 -15%
PGA
1900
Portland Global Advisors
Maine
$2.16M

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.