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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
1951
Intercontinental Wealth Advisors
Texas
$1.31M +$485K +17,168 +59%
JWM
1952
Jacobus Wealth Management
Wisconsin
$1.29M -$61.4K -2,172 -5%
BFM
1953
Boothbay Fund Management
New York
$1.29M +$609K +21,544 +90%
EFSCE
1954
Enterprise Financial Services Corp (EFSC)
Missouri
$1.28M +$5.2K +184 +0.4%
DE
1955
Day & Ennis
Georgia
$1.27M -$11.5K -408 -0.9%
MCM
1956
Mork Capital Management
California
$1.27M – – –
MAA
1957
Mraz Amerine & Associates
California
$1.26M +$5.88K +208 +0.5%
MWM
1958
Modera Wealth Management
New Jersey
$1.26M +$56.2K +1,988 +5%
EP
1959
Elkhorn Partners
Nebraska
$1.26M -$78K -2,760 -6%
WSC
1960
Wellington Shields & Co
New York
$1.25M -$4.75K -168 -0.4%
PRHC
1961
P.R. Herzig & Co
New York
$1.25M -$11.3K -400 -0.9%
TPW
1962
Tiller Private Wealth
Pennsylvania
$1.25M +$9.61K +340 +0.8%
HDIM
1963
Hanson & Doremus Investment Management
Vermont
$1.25M +$82.5K +2,920 +7%
FIM
1964
Fruth Investment Management
Texas
$1.24M – – –
ADBIC
1965
A.D. Beadell Investment Counsel
Wisconsin
$1.24M – – –
VCM
1966
Versant Capital Management
Arizona
$1.23M +$22.4K +792 +2%
SG
1967
Somerset Group
Minnesota
$1.22M +$22.6K +800 +2%
SCA
1968
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M -$3.2M -113,340 -72%
DRD
1969
Dennis R. Delaney
$1.22M +$97.9K +3,460 +9%
MFIMFI
1970
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.21M +$292K +10,316 +32%
TIM
1971
Tortoise Investment Management
New York
$1.2M -$32.4K -1,148 -3%
I
1972
IberiaBank
Louisiana
$1.2M -$144K -5,104 -11%
CIA
1973
CSat Investment Advisory
Michigan
$1.2M -$972K -34,384 -45%
HFM
1974
Hartford Financial Management
Connecticut
$1.2M +$10.2K +360 +0.9%
LWM
1975
Lenox Wealth Management
Ohio
$1.19M -$19.9K -704 -2%
77 78
79
80 81