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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
1926
Benchmark Capital Advisors
New York
$2.02M -$1.07M -29,040 -34%
PI
1927
Pettee Investors
Connecticut
$2M
GAMC
1928
Garner Asset Management Corp
Texas
$2M +$2.06M +55,672 New
FCIM
1929
Fairview Capital Investment Management
California
$2M -$94.6K -2,560 -4%
HFA
1930
High Falls Advisors
New York
$2M +$15.7K +424 +0.8%
HCM
1931
Hilton Capital Management
New York
$2M -$916K -24,788 -31%
PFM
1932
Peak Financial Management
Massachusetts
$1.99M -$592 -16 -0%
CAW
1933
Cornerstone Advisors (Washington)
Washington
$1.98M -$98.3K -2,660 -5%
SXL
1934
Summit X LLC
Missouri
$1.98M +$2.03M +55,000 New
CCB
1935
Cutter & Co Brokerage
Missouri
$1.97M +$159K +4,292 +9%
SFI
1936
SPC Financial Inc
Maryland
$1.96M -$47.9K -1,296 -2%
MSFP
1937
Mark Sheptoff Financial Planning
Connecticut
$1.96M +$44.5K +1,204 +2%
FAM
1938
Fortaleza Asset Management
Illinois
$1.95M
BC
1939
Banced Corp
Illinois
$1.94M -$154K -4,172 -7%
PFA
1940
Pinnacle Family Advisors
Missouri
$1.94M +$301K +8,140 +18%
NBG
1941
Nancy B. Gardiner
$1.94M +$67.4K +1,824 +4%
CIA
1942
Cascade Investment Advisors
Oregon
$1.93M -$218K -5,900 -10%
NFC
1943
Northeast Financial Consultants
Connecticut
$1.93M +$14.2K +384 +0.7%
CFC
1944
Coyle Financial Counsel
Illinois
$1.93M -$177K -4,800 -8%
CFD
1945
Creative Financial Designs
Indiana
$1.92M -$214K -5,780 -10%
MCM
1946
MV Capital Management
Maryland
$1.91M -$11.1K -300 -0.6%
FCA
1947
Florence Capital Advisors
New York
$1.9M
PG
1948
Proffitt & Goodson
Tennessee
$1.9M -$276K -7,476 -12%
IWA
1949
Inspirion Wealth Advisors
Illinois
$1.9M +$739 +20 +0%
SNBOSCI
1950
Security National Bank of Sioux City Iowa
Iowa
$1.89M -$27.4K -740 -1%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.