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Apple
AAPL

Overview Fund Activity

2,302 hedge funds and large institutions have $360B invested in Apple in 2015 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 1,137 increasing their positions, 932 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,302
Holders Change
-30
Holders Change %
-1.29%
% of All Funds
64.34%
Holding in Top 10
1,154
Holding in Top 10 Change
-60
Holding in Top 10 Change %
-4.94%
% of All Funds
32.25%
New
84
Increased
1,137
Reduced
932
Closed
91
Calls
$15B
Puts
$17.4B
Net Calls
-$2.33B
Net Calls Change
+$1.29B

Top Buyers

1
IC
Icahn Carl
Florida
+$5.82B
2
SG Americas Securities
SG Americas Securities
New York
+$941M
3
Bank of America
Bank of America
North Carolina
+$885M
4
GC
Greenlight Capital
New York
+$424M
5
BA
BlackRock Advisors
Delaware
+$398M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.65B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.47B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$882M
4
Deutsche Bank
Deutsche Bank
Germany
-$871M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$821M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
1901
Tarbox Family Office
California
$1.1M +$150K +5,440 +16%
CNFG
1902
Creegan & Nassoura Financial Group
New Hampshire
$1.09M – – –
HCM
1903
Hilton Capital Management
New York
$1.09M -$508K -18,444 -32%
FVCM
1904
F&V Capital Management
Florida
$1.09M – – –
BCI
1905
Brinker Capital Investments
Pennsylvania
$1.09M +$60.3K +2,188 +6%
PI
1906
Pettee Investors
Connecticut
$1.09M +$75K +2,720 +7%
PWAG
1907
Polaris Wealth Advisory Group
California
$1.08M +$351K +12,732 +48%
VDI
1908
Vaughan David Investments
Illinois
$1.08M +$43.2K +1,568 +4%
EA
1909
Emerald Advisers
Pennsylvania
$1.07M +$234K +8,492 +28%
NAP
1910
New Amsterdam Partners
New York
$1.07M +$2.54K +92 +0.2%
TWI
1911
Thomas White International
Illinois
$1.07M -$912K -33,076 -46%
TFF
1912
The Family Firm
Maryland
$1.06M +$10.7K +388 +1%
KSA
1913
Ken Stern & Associates
California
$1.06M +$90.3K +3,276 +9%
FL
1914
Fort LP
Maryland
$1.06M -$3.62M -131,288 -77%
I2I
1915
Insight 2811 Inc
Illinois
$1.06M -$510K -18,500 -33%
MC
1916
Miles Capital
Iowa
$1.06M -$1.09M -39,408 -51%
LS
1917
Lupo Securities
Illinois
$1.05M +$475K +17,240 +82%
W
1918
Wealthquest
Ohio
$1.05M +$80.7K +2,928 +8%
SGH
1919
Schonfeld Group Holdings
New York
$1.05M -$21.7K -788 -2%
PFA
1920
Pure Financial Advisors
California
$1.04M -$96.6K -3,504 -9%
HS
1921
Huntington Steele
Pennsylvania
$1.04M +$29.4K +1,064 +3%
SMC
1922
Smith, Moore & Co
Missouri
$1.04M +$81.9K +2,972 +9%
MGAM
1923
McGowan Group Asset Management
Texas
$1.04M +$94.9K +3,440 +10%
WA
1924
WESPAC Advisors
California
$1.04M -$229K -8,304 -18%
ADBIC
1925
A.D. Beadell Investment Counsel
Wisconsin
$1.03M -$38.6K -1,400 -4%
75 76
77
78 79