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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1876
Basswood Capital Management
New York
$2.36M – – –
TCM
1877
Tributary Capital Management
Nebraska
$2.34M -$61.6K -1,600 -3%
BFPW
1878
BOK Financial Private Wealth
Colorado
$2.34M -$1.12M -29,160 -32%
KAM
1879
Kazazian Asset Management
Florida
$2.32M – – –
EHWM
1880
Eads & Heald Wealth Management
Georgia
$2.32M -$91.2K -2,368 -4%
NIT
1881
NumerixS Investment Technologies
British Columbia, Canada
$2.32M +$433K +11,232 +23%
ACM
1882
Aviance Capital Management
Florida
$2.32M -$2.68M -69,624 -54%
PGA
1883
Portland Global Advisors
Maine
$2.32M +$6.94K +180 +0.3%
APTFM
1884
AGUR Provident & Training Funds Management
Israel
$2.32M – – –
RA
1885
RFG Advisory
Alabama
$2.31M +$102K +2,624 +5%
FUBT
1886
First United Bank & Trust
Maryland
$2.31M -$21.6K -560 -0.9%
CAS
1887
Cue Advisory Services
Arizona
$2.31M -$91.1K -2,364 -4%
KFA
1888
Kelleher Financial Advisors
New York
$2.3M +$154 +4 +0%
RGIA
1889
Rainier Group Investment Advisory
Washington
$2.29M -$10.8K -280 -0.5%
CWP
1890
Capital Wealth Planning
Florida
$2.28M -$26.7M -693,048 -92%
BE
1891
Bonness Enterprises
District of Columbia
$2.27M – – –
TSWM
1892
Triangle Securities Wealth Management
North Carolina
$2.27M -$97.7K -2,536 -4%
PAA
1893
Peregrine Asset Advisers
Oregon
$2.27M +$53.6K +1,392 +2%
SAM
1894
Security Asset Management
New York
$2.26M -$164K -4,256 -7%
CIAS
1895
Capital Investment Advisory Services
North Carolina
$2.26M +$95.6K +2,480 +4%
HCM
1896
Hall Capital Management
Rhode Island
$2.26M +$8.48K +220 +0.4%
BCM
1897
Beck Capital Management
Texas
$2.26M +$702K +18,228 +45%
RW
1898
REDW Wealth
New Mexico
$2.25M -$64.9K -1,684 -3%
BCFS
1899
Butensky & Cohen Financial Security
Florida
$2.24M -$84.5K -2,192 -4%
JDR
1900
Jay D. Rosenbaum
$2.24M -$46.2K -1,200 -2%
74 75
76
77 78