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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
1901
Pettee Investors
Connecticut
$1.55M +$8.93K +316 +0.6%
CHP
1902
Cable Hill Partners
Oregon
$1.55M +$84.3K +2,960 +6%
PGA
1903
Portland Global Advisors
Maine
$1.54M -$45.2K -1,600 -3%
NBC
1904
Neuberger Berman Canada
Ontario, Canada
$1.54M -$347K -12,268 -18%
CC
1905
Cornerstone Capital
California
$1.54M -$374K -13,240 -20%
MCM
1906
MV Capital Management
Maryland
$1.53M -$78.7K -2,784 -5%
CI
1907
Clal Insurance
Israel
$1.53M – – –
MLL
1908
Moody Lynn & Lieberson
Massachusetts
$1.53M +$23K +812 +2%
HWA
1909
Heritage Wealth Advisors
Virginia
$1.52M +$226K +8,012 +17%
RWA
1910
RGT Wealth Advisors
Texas
$1.52M +$1.52M +53,636 New
MC
1911
Marcus Capital
Illinois
$1.51M -$17K -600 -1%
OAM
1912
Occidental Asset Management
California
$1.5M +$14.6K +516 +1%
FCIM
1913
Fairview Capital Investment Management
California
$1.48M -$66.2K -2,344 -4%
HJMC
1914
Hellman Jordan Management Company
Massachusetts
$1.48M +$570K +20,096 +62%
TFA
1915
Toth Financial Advisory
Virginia
$1.48M +$389K +13,772 +36%
BCI
1916
Brinker Capital Investments
Pennsylvania
$1.48M +$23.7K +840 +2%
WCWM
1917
Willow Creek Wealth Management
California
$1.46M -$49.4K -1,748 -3%
PAA
1918
Peregrine Asset Advisers
Oregon
$1.46M +$104K +3,680 +8%
NERM
1919
New England Research & Management
Illinois
$1.45M -$85.4K -3,020 -6%
ACM
1920
Ativo Capital Management
Illinois
$1.45M – – –
IA
1921
Independence Advisors
Pennsylvania
$1.44M +$88.4K +3,128 +7%
BIA
1922
Barry Investment Advisors
Massachusetts
$1.43M +$60.8K +2,152 +4%
EA
1923
Elm Advisors
California
$1.43M – – –
CCM
1924
Check Capital Management
California
$1.43M +$68.1K +2,408 +5%
KFP
1925
Keystone Financial Planning
Ohio
$1.43M -$13.7K -484 -0.9%
75 76
77
78 79