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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSWA
1901
Vontobel Swiss Wealth Advisors
Switzerland
$1.43M -$1.84M -59,260 -56%
EP
1902
Elkhorn Partners
Nebraska
$1.43M +$24.9K +800 +2%
TT
1903
Tiedemann Trust
Delaware
$1.41M +$39.7K +1,276 +3%
MC
1904
Montag & Caldwell
Georgia
$1.41M +$11.7K +376 +0.8%
MCM
1905
Mork Capital Management
California
$1.39M – – –
BWM
1906
Biltmore Wealth Management
Arizona
$1.38M +$2.12K +68 +0.2%
AAP
1907
Ardsley Advisory Partners
Connecticut
$1.37M +$1.37M +44,000 New
HT
1908
HAP Trading
New York
$1.37M -$192M -6,178,960 -99%
PWPCM
1909
Perella Weinberg Partners Capital Management
New York
$1.36M +$1.36M +43,800 New
FIM
1910
FourPoints Investment Managers
France
$1.33M -$337K -10,844 -20%
PAG
1911
Pinnacle Advisory Group
Maryland
$1.33M +$133K +4,284 +11%
ZAM
1912
Zevin Asset Management
Massachusetts
$1.33M +$45.3K +1,456 +4%
SIC
1913
Schwartz Investment Counsel
Michigan
$1.32M -$498K -16,000 -27%
B
1914
Bellecapital
Switzerland
$1.32M -$65.3K -2,100 -5%
IAA
1915
Ironsides Asset Advisors
North Carolina
$1.31M -$92.1K -2,960 -7%
IWA
1916
Inspirion Wealth Advisors
Illinois
$1.31M -$106K -3,400 -7%
RPGK
1917
Retirement Planning Group (Kansas)
Kansas
$1.31M -$55.2K -1,776 -4%
CHP
1918
Cable Hill Partners
Oregon
$1.3M -$9.44K -304 -0.7%
RCA
1919
Rex Capital Advisors
Rhode Island
$1.29M – – –
TFCM
1920
Taylor Frigon Capital Management
Arizona
$1.29M +$15.3K +492 +1%
OCM
1921
Osterweis Capital Management
California
$1.28M -$4.98K -160 -0.4%
BIA
1922
Barry Investment Advisors
Massachusetts
$1.27M -$57.6K -1,852 -4%
AC
1923
Addison Capital
Pennsylvania
$1.27M +$269K +8,632 +27%
CWA
1924
Constellation Wealth Advisors
New York
$1.27M +$78.4K +2,520 +7%
AF
1925
Affiance Financial
Minnesota
$1.27M +$37.3K +1,200 +3%
75 76
77
78 79