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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSFP
1926
Mark Sheptoff Financial Planning
Connecticut
$1.55M -$382K -13,192 -20%
MA
1927
MCF Advisors
Kentucky
$1.54M +$83.1K +2,868 +6%
IAS
1928
IMA Advisory Services
Colorado
$1.54M -$619K -21,380 -29%
CHP
1929
Cable Hill Partners
Oregon
$1.54M -$39.4K -1,360 -2%
DAM
1930
Deltec Asset Management
New York
$1.54M +$1.27M +44,000 +489%
SMH
1931
Sanders Morris Harris
Texas
$1.53M -$23K -1,240 -1%
NA
1932
Navellier & Associates
Nevada
$1.52M -$104K -3,600 -6%
HCM
1933
Highlander Capital Management
New Jersey
$1.52M -$81.1K -2,800 -5%
SFI
1934
SPC Financial Inc
Maryland
$1.51M +$1.03M +35,636 +216%
FMTCOCP
1935
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.51M +$1.51M +52,032 New
MWM
1936
Meridian Wealth Management
Kentucky
$1.5M +$1.5M +51,220 New
NCA
1937
New Century Advisors
Maryland
$1.5M +$92.7K +3,200 +7%
EA
1938
Elm Advisors
California
$1.49M +$27.3K +944 +2%
HCM
1939
Hall Capital Management
Rhode Island
$1.49M +$1.49M +51,564 New
IA
1940
Independence Advisors
Pennsylvania
$1.49M +$13.8K +476 +0.9%
ACM
1941
Ativo Capital Management
Illinois
$1.48M – – –
IWA
1942
Inspirion Wealth Advisors
Illinois
$1.48M +$20.6K +712 +1%
IDBONY
1943
Israel Discount Bank of New York
New York
$1.46M +$1.46M +50,388 New
EFSCE
1944
Enterprise Financial Services Corp (EFSC)
Missouri
$1.46M +$150K +5,184 +11%
NBG
1945
Nancy B. Gardiner
$1.46M +$15.1K +520 +1%
KSA
1946
Ken Stern & Associates
California
$1.45M +$53.7K +1,856 +4%
TCM
1947
Tuttle Capital Management
Connecticut
$1.45M +$429K +14,808 +42%
BFG
1948
Barber Financial Group
Kansas
$1.45M +$1.45M +50,060 New
LYV
1949
Live Your Vision
Pennsylvania
$1.44M +$1.3M +45,024 +944%
KLI
1950
Kelman-Lazarov Inc
Tennessee
$1.44M +$90.6K +3,128 +7%
76 77
78
79 80