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2,051 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 906 increasing their positions, 864 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 906 | Existing positions reduced: 864

0% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 105

2% less call options, than puts

Call options by funds: $21.3B | Put options by funds: $21.7B

1% less funds holding

Funds holding: 2,0732,051 (-22)

7% less funds holding in top 10

Funds holding in top 10: 917856 (-61)

7% less capital invested

Capital invested by funds: $305B → $282B (-$22.6B)

Holders
2,051
Holders Change
-22
Holders Change %
-1.06%
% of All Funds
59.21%
Holding in Top 10
856
Holding in Top 10 Change
-61
Holding in Top 10 Change %
-6.65%
% of All Funds
24.71%
New
105
Increased
906
Reduced
864
Closed
105
Calls
$21.3B
Puts
$21.7B
Net Calls
-$379M
Net Calls Change
+$1.88B
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1926
Pure Financial Advisors
California
$327K -$22.4K -1,176 -6%
GEM
1927
Global Endowment Management
North Carolina
$327K
VIM
1928
Veritas Investment Management
United Kingdom
$327K
ZTNA
1929
Zions Trust National Association
Utah
$326K +$32K +1,680 +11%
TRCT
1930
Tower Research Capital (TRC)
New York
$325K -$58.6K -3,080 -15%
MWP
1931
Moller Wealth Partners
$325K +$104K +5,460 +48%
HCM
1932
Horan Capital Management
Maryland
$324K
MPMG
1933
Minneapolis Portfolio Management Group
Minnesota
$322K -$107K -5,600 -25%
TA
1934
Teton Advisors
New York
$322K +$53.3K +2,800 +20%
CAW
1935
Cornerstone Advisors (Washington)
Washington
$319K +$52.7K +2,772 +20%
SSIA
1936
Spero-Smith Investment Advisers
Ohio
$316K +$9.05K +476 +3%
WKA
1937
Wilson Kemp & Associates
Michigan
$311K -$66.6K -3,500 -18%
NI
1938
NFC Investments
Tennessee
$311K
FGA
1939
Flood Gamble Associates
New York
$310K +$53.3K +2,800 +24%
VNB
1940
Valley National Bancorp
New York
$309K -$13.3K -700 -4%
FMP
1941
Financial Management Professionals
Texas
$305K -$5.33K -280 -2%
ZF
1942
Zhang Financial
Michigan
$305K +$5.86K +308 +2%
CPA
1943
Court Place Advisors
Maryland
$304K
SIM
1944
Sadoff Investment Management
Wisconsin
$302K -$14.9K -784 -5%
CIC
1945
Chilton Investment Company
Connecticut
$302K
VIP
1946
Vantage Investment Partners
Missouri
$301K
AT
1947
Acadia Trust
Maine
$300K +$9.05K +476 +3%
SRC
1948
Stone Run Capital
New York
$298K
SAM
1949
Strategy Asset Managers
California
$298K
TCM
1950
Tran Capital Management
California
$295K -$28.8K -1,512 -9%

AAPL Hedge Fund Activity: Q1 2014 in Review

2,051 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2014, worth a combined $282B — down 7.4% from $305B a quarter earlier.

Fund positioning in AAPL was balanced in Q1 2014: 105 funds opened new positions, 105 closed out, 906 added to existing stakes and 864 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.92B. The largest seller was Susquehanna International Group, cutting an estimated $2.22B.

  • 2,051 institutional investors held Apple (AAPL) as of Q1 2014, down from 2,073 in Q4 2013.
  • Funds reported $282B of Apple stock for Q1 2014, down 7.4% quarter-over-quarter.
  • 105 funds opened new Apple positions in Q1 2014 and 105 closed out, a net change of 0 holders.
  • The largest Apple buyer in Q1 2014 was Capital World Investors, an estimated $1.92B added.
  • The largest Apple seller in Q1 2014 was Susquehanna International Group, an estimated $2.22B sold.

Based on aggregated 13F filings for Q1 2014.