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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
1951
Hartford Financial Management
Connecticut
$1.12M +$13.1K +420 +1%
HCM
1952
Harvest Capital Management
New Hampshire
$1.11M – – –
PAS
1953
Partnervest Advisory Services
California
$1.11M -$742K -23,876 -40%
ST
1954
Semper Trust
Pennsylvania
$1.11M -$23.7K -760 -2%
PSC
1955
Prentiss Smith & Co
Vermont
$1.11M +$263K +8,440 +31%
SCP
1956
Syntal Capital Partners
Texas
$1.11M – – –
PRA
1957
Parametric Risk Advisors
Connecticut
$1.11M +$1.11M +35,600 New
W
1958
Wealthquest
Ohio
$1.11M -$29K -932 -3%
HF
1959
Hoxton Financial
West Virginia
$1.11M +$268K +8,600 +32%
BCMIO
1960
Beacon Capital Management Inc (Ohio)
Ohio
$1.1M -$80.9K -2,600 -7%
NYLT
1961
New York Life Trust
New York
$1.1M -$46.3K -1,488 -4%
VDI
1962
Vaughan David Investments
Illinois
$1.1M -$76.8K -2,468 -7%
LFG
1963
LifePlan Financial Group
Ohio
$1.09M – – –
GAM
1964
Garrison Asset Management
Arkansas
$1.09M +$2.86K +92 +0.3%
PCMC
1965
Paragon Capital Management (Colorado)
Colorado
$1.09M -$35.3K -1,136 -3%
MA
1966
Marshwinds Advisory
Georgia
$1.09M – – –
MMA
1967
Miracle Mile Advisors
California
$1.09M +$25.2K +800 +2%
EWM
1968
Empirical Wealth Management
Washington
$1.08M -$978K -31,420 -47%
JFA
1969
JNBA Financial Advisors
Minnesota
$1.08M -$103K -3,320 -9%
JWM
1970
Jackson Wealth Management
Florida
$1.08M +$1.08M +34,680 New
QC
1971
QCM Cayman
Texas
$1.08M +$680K +21,872 +171%
TFO
1972
Tarbox Family Office
California
$1.07M – – –
HHGA
1973
Halbert Hargrove Global Advisors
California
$1.07M +$141K +4,536 +15%
BWA
1974
Burt Wealth Advisors
Maryland
$1.07M +$74.2K +2,456 +7%
MAA
1975
Mraz Amerine & Associates
California
$1.06M +$4.35K +140 +0.4%
77 78
79
80 81