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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
1926
Enterprise Financial Services Corp (EFSC)
Missouri
$1.09M +$82.8K +3,000 +8%
CNFG
1927
Creegan & Nassoura Financial Group
New Hampshire
$1.09M +$1.09M +39,368 New
TCM
1928
Tributary Capital Management
Nebraska
$1.07M +$1.07M +38,800 New
PAG
1929
Pinnacle Advisory Group
Maryland
$1.06M +$155K +5,636 +17%
EAMA
1930
EFG Asset Management (Americas)
Florida
$1.06M +$1.06M +38,384 New
CWA
1931
Constellation Wealth Advisors
New York
$1.06M +$8.5K +308 +0.8%
JFA
1932
JNBA Financial Advisors
Minnesota
$1.05M -$14.9K -540 -1%
BCMIO
1933
Beacon Capital Management Inc (Ohio)
Ohio
$1.05M -$55.2K -2,000 -5%
IFS
1934
Ifrah Financial Services
Arkansas
$1.04M -$14.5K -524 -1%
LG
1935
Laidlaw Group
New York
$1.04M – – –
VDI
1936
Vaughan David Investments
Illinois
$1.04M -$42.8K -1,552 -4%
TFF
1937
The Family Firm
Maryland
$1.03M +$1.03M +37,424 New
KA
1938
KLCM Advisors
Wisconsin
$1.02M +$27.3K +988 +3%
CIM
1939
Corda Investment Management
Texas
$1.02M -$171K -6,184 -14%
NYLT
1940
New York Life Trust
New York
$1.01M -$6.4K -232 -0.6%
WCM
1941
Weik Capital Management
Pennsylvania
$1.01M -$27K -980 -3%
TCOTO
1942
Trust Company of the Ozarks
Missouri
$1.01M +$206K +7,472 +26%
NCM
1943
Newgate Capital Management
Connecticut
$1.01M – – –
ST
1944
Semper Trust
Pennsylvania
$1.01M +$37.2K +1,348 +4%
W
1945
Wealthquest
Ohio
$1.01M +$1.01M +36,456 New
UAM
1946
UAS Asset Management
New York
$1M +$1M +36,308 New
PCMC
1947
Paragon Capital Management (Colorado)
Colorado
$998K +$47.1K +1,708 +5%
HCM
1948
Harvest Capital Management
New Hampshire
$988K – – –
HFM
1949
Hartford Financial Management
Connecticut
$984K +$662 +24 +0.1%
SCP
1950
Syntal Capital Partners
Texas
$983K +$2.21K +80 +0.2%
76 77
78
79 80