AAPL icon

Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBA
1901
Coastal Bridge Advisors
Connecticut
$4.15M +$214K +3,824 +5%
BFG
1902
Beacon Financial Group
Texas
$4.15M -$3.92M -71,732 -49%
OAM
1903
Occidental Asset Management
California
$4.15M +$454K +8,116 +12%
FAG
1904
Financial Advisory Group
Texas
$4.14M +$13.4K +240 +0.3%
SC
1905
Searle & Co
Connecticut
$4.11M +$215K +3,840 +6%
FFG
1906
Fortem Financial Group
California
$4.1M -$4.26K -76 -0.1%
WAP
1907
Wealthcare Advisory Partners
Pennsylvania
$4.1M +$351K +6,264 +9%
JA
1908
JVL Associates
Michigan
$4.09M -$2.46K -44 -0.1%
SDAM
1909
Shulman DeMeo Asset Management
New York
$4.09M -$109K -1,940 -3%
ANB
1910
Amarillo National Bank
Texas
$4.08M -$1.58M -28,164 -28%
SIAG
1911
Signet Investment Advisory Group
Rhode Island
$4.08M +$93.8K +1,676 +2%
KCM
1912
Karp Capital Management
California
$4.08M -$50.8K -908 -1%
SWMG
1913
Strategic Wealth Management Group
Maryland
$4.08M +$7.17K +128 +0.2%
CT
1914
Clearstead Trust
Maine
$4.07M +$22.4K +400 +0.6%
JF
1915
JSF Financial
California
$4.07M +$133K +2,368 +3%
HFM
1916
Hartford Financial Management
Connecticut
$4.07M +$644K +11,504 +19%
FNC
1917
First National Corp
Massachusetts
$4.07M -$103K -1,832 -2%
AIM
1918
Acropolis Investment Management
Missouri
$4.06M +$1.17M +20,912 +41%
DBRC
1919
D.B. Root & Company
Pennsylvania
$4.05M -$1.04M -18,636 -20%
ARMT
1920
Amica Retiree Medical Trust
Rhode Island
$4.05M -$140K -2,500 -3%
CHJWM
1921
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.04M -$248K -4,308 -6%
TWM
1922
Titus Wealth Management
California
$4.04M +$478K +8,544 +13%
WCM
1923
WealthBridge Capital Management
Ohio
$4.02M -$122K -2,172 -3%
BIA
1924
BHK Investment Advisors
Alabama
$4.01M -$248K -4,428 -6%
VC
1925
Voit & Company
Wisconsin
$4.01M -$31.1K -556 -0.8%
75 76
77
78 79