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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 %
TIM
1951
Tortoise Investment Management
New York
$1.04M +$116K +4,860 +13%
PFM
1952
Peak Financial Management
Massachusetts
$1.04M +$1.04M +43,556 New
PCM
1953
Pointe Capital Management
Michigan
$1.04M -$130K -5,420 -11%
GBT
1954
Grove Bank & Trust
Florida
$1.04M +$8.41K +352 +0.8%
TFO
1955
Tarbox Family Office
California
$1.04M +$90.7K +3,796 +10%
LWM
1956
Lenox Wealth Management
Ohio
$1.03M +$14.3K +596 +1%
LCM
1957
Landscape Capital Management
New Jersey
$1.03M +$1.03M +42,880 New
VCM
1958
Versant Capital Management
Arizona
$1.02M -$1.53K -64 -0.1%
MWM
1959
Modera Wealth Management
New Jersey
$1.02M +$129K +5,416 +15%
SG
1960
Somerset Group
Minnesota
$1.02M +$47.8K +2,000 +5%
CI
1961
CAZ Investments
Texas
$1.01M – – –
HHGA
1962
Halbert Hargrove Global Advisors
California
$1.01M +$167K +7,000 +20%
PAM
1963
PT Asset Management
Illinois
$1.01M +$1.01M +42,400 New
FM
1964
Forward Management
California
$1.01M +$21.1K +884 +2%
RWM
1965
RKL Wealth Management
Pennsylvania
$1M +$314K +13,056 +45%
HFM
1966
Hartford Financial Management
Connecticut
$1M +$2.67K +112 +0.3%
WMG
1967
WESCAP Management Group
California
$1M -$19.8K -828 -2%
RPGK
1968
Retirement Planning Group (Kansas)
Kansas
$1M +$5.26K +220 +0.5%
EA
1969
Emerald Advisers
Pennsylvania
$996K +$478 +20 +0%
WDL
1970
Well Done LLC
Michigan
$995K -$81.8K -3,420 -8%
HCM
1971
Hilton Capital Management
New York
$991K -$9.75K -408 -1%
IMAS
1972
ID Management A/S
Denmark
$988K – – –
I2I
1973
Insight 2811 Inc
Illinois
$984K -$397K -16,604 -29%
HDIM
1974
Hanson & Doremus Investment Management
Vermont
$983K +$100K +4,196 +11%
OCM
1975
Osterweis Capital Management
California
$977K – – –
77 78
79
80 81