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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
CAAS
1901
Capital Asset Advisory Services
Michigan
$2.16M -$7.99K -216 -0.4%
RGIA
1902
Rainier Group Investment Advisory
Washington
$2.15M +$6.66K +180 +0.3%
PAG
1903
Pinnacle Advisory Group
Maryland
$2.15M -$46.7K -1,264 -2%
KFA
1904
Kelleher Financial Advisors
New York
$2.15M +$51.5K +1,392 +2%
JDR
1905
Jay D. Rosenbaum
$2.14M -$14.8K -400 -0.7%
GI
1906
Gradient Investments
Minnesota
$2.13M +$166K +4,488 +8%
SWA
1907
Sutton Wealth Advisors
Florida
$2.13M +$183K +4,960 +9%
HAI
1908
Hennessy Advisors Inc
California
$2.12M -$228K -6,172 -9%
BE
1909
Bonness Enterprises
District of Columbia
$2.12M
PIM
1910
Profit Investment Management
Maryland
$2.12M -$324K -8,752 -13%
BCI
1911
Brinker Capital Investments
Pennsylvania
$2.11M +$138K +3,728 +7%
CSM
1912
CAMG Solamere Management
North Carolina
$2.11M -$32.4K -876 -1%
HCM
1913
Hall Capital Management
Rhode Island
$2.1M +$298K +8,052 +16%
SCM
1914
Snow Capital Management
Pennsylvania
$2.08M -$1.83M -49,600 -46%
MC
1915
Marcus Capital
Illinois
$2.08M -$296K -8,000 -12%
CCWA
1916
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.07M -$773K -20,908 -27%
PAA
1917
Peregrine Asset Advisers
Oregon
$2.07M -$3.98M -107,540 -65%
WCWM
1918
Willow Creek Wealth Management
California
$2.06M +$188K +5,076 +10%
PL
1919
Plancorp LLC
Missouri
$2.06M -$166K -4,484 -7%
RA
1920
RFG Advisory
Alabama
$2.05M +$29.9K +808 +1%
AGM
1921
Alpine Global Management
New York
$2.04M -$4.11M -111,096 -66%
AGU
1922
Alpine Group USVI
U.S. Virgin Islands
$2.04M +$2.1M +56,708 New
NIS
1923
National Investment Services
Wisconsin
$2.03M -$142K -3,836 -6%
CIAS
1924
Capital Investment Advisory Services
North Carolina
$2.02M +$10.5K +284 +0.5%
CASB
1925
Cape Ann Savings Bank
Massachusetts
$2.02M -$23.7K -640 -1%

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.