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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
1926
Independence Advisors
Pennsylvania
$1.14M +$1.14M +47,816 New
JWM
1927
Jacobus Wealth Management
Wisconsin
$1.14M -$886K -37,092 -44%
I
1928
IberiaBank
Louisiana
$1.14M -$62.1K -2,600 -5%
TBNY
1929
Trustco Bank (New York)
New York
$1.13M -$73.6K -3,080 -6%
EP
1930
Elkhorn Partners
Nebraska
$1.13M – – –
DWM
1931
Darwin Wealth Management
Florida
$1.13M +$1.13M +47,176 New
HCIA
1932
Hochman Cole Investment Advisors
Illinois
$1.12M +$272K +11,376 +32%
IWC
1933
Integrated Wealth Counsel
California
$1.1M -$15K -628 -1%
HWA
1934
Heritage Wealth Advisors
Virginia
$1.1M +$454K +18,952 +70%
SLF
1935
Sun Life Financial
Ontario, Canada
$1.09M -$678K -28,344 -38%
SM
1936
Sciencast Management
New Jersey
$1.09M +$727K +30,400 +200%
LFA
1937
Landmark Financial Advisors
Kentucky
$1.09M +$440K +18,440 +68%
DE
1938
Day & Ennis
Georgia
$1.09M +$21.9K +916 +2%
PWMAG
1939
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M -$284K -11,884 -21%
EFSCE
1940
Enterprise Financial Services Corp (EFSC)
Missouri
$1.07M -$169K -7,064 -14%
MCM
1941
Mork Capital Management
California
$1.07M – – –
PRHC
1942
P.R. Herzig & Co
New York
$1.07M +$95.6K +4,000 +10%
PFA
1943
Pure Financial Advisors
California
$1.07M -$431K -18,036 -29%
WSC
1944
Wellington Shields & Co
New York
$1.06M -$27.6K -1,156 -3%
MAA
1945
Mraz Amerine & Associates
California
$1.06M +$122K +5,100 +13%
KLI
1946
Kelman-Lazarov Inc
Tennessee
$1.06M +$149K +6,232 +16%
FIM
1947
Fruth Investment Management
Texas
$1.05M +$52.2K +2,184 +5%
TPW
1948
Tiller Private Wealth
Pennsylvania
$1.05M -$5.74K -240 -0.5%
ADBIC
1949
A.D. Beadell Investment Counsel
Wisconsin
$1.05M +$95.5K +4,000 +10%
SEIA
1950
Signature Estate & Investment Advisors
California
$1.05M +$174K +7,264 +20%
76 77
78
79 80