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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 %
KG
1951
Karamaan Group
New York
$978K -$1.43M -52,000 -59%
DPI
1952
Diversified Portfolios Inc
Michigan
$976K +$976K +35,352 New
KSA
1953
Ken Stern & Associates
California
$974K +$974K +35,280 New
LFG
1954
LifePlan Financial Group
Ohio
$970K -$10.5K -380 -1%
CC
1955
CQS Cayman
Cayman Islands
$969K +$969K +35,116 New
BWP
1956
BSW Wealth Partners
Colorado
$968K -$55.3K -2,004 -5%
MA
1957
Marshwinds Advisory
Georgia
$966K – – –
FC
1958
Fayerweather Charles
$965K – – –
ACM
1959
Alethea Capital Management
Washington
$965K +$965K +34,976 New
ST
1960
Sabal Trust
Florida
$964K -$33.2K -1,200 -3%
TFO
1961
Tarbox Family Office
California
$951K -$112K -4,056 -11%
F
1962
FutureAdvisor
California
$950K +$950K +34,336 New
MGAM
1963
McGowan Group Asset Management
Texas
$944K +$944K +34,196 New
GAM
1964
Gould Asset Management
California
$941K +$32.2K +1,168 +4%
MAA
1965
Mraz Amerine & Associates
California
$934K +$50.2K +1,820 +6%
PI
1966
Pettee Investors
Connecticut
$933K -$38.6K -1,400 -4%
PFA
1967
Pure Financial Advisors
California
$933K +$419K +15,188 +82%
MMA
1968
Miracle Mile Advisors
California
$931K -$34.1K -1,236 -4%
GCM
1969
Glynn Capital Management
California
$927K – – –
BWA
1970
Burt Wealth Advisors
Maryland
$916K +$916K +32,816 New
NP
1971
NorthRock Partners
Minnesota
$914K +$914K +33,128 New
RT
1972
Rockland Trust
Massachusetts
$911K +$29.8K +1,080 +3%
SMC
1973
Smith, Moore & Co
Missouri
$904K +$103K +3,716 +13%
FHB
1974
First Hawaiian Bank
Hawaii
$900K -$121K -4,376 -12%
NBC
1975
Neuberger Berman Canada
Ontario, Canada
$897K -$297K -10,752 -25%
77 78
79
80 81