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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
TIM
1951
Thompson Investment Management
Wisconsin
$1.89M -$242K -6,556 -11%
PCM
1952
Penserra Capital Management
California
$1.88M +$1.56M +42,080 +410%
DE
1953
Day & Ennis
Georgia
$1.88M +$103K +2,792 +6%
MA
1954
MCF Advisors
Kentucky
$1.88M -$27.8K -752 -1%
FMTCOCP
1955
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.87M +$104K +2,800 +6%
AAM
1956
American Asset Management
Florida
$1.87M -$5.92K -160 -0.3%
EFSCE
1957
Enterprise Financial Services Corp (EFSC)
Missouri
$1.86M -$152K -4,120 -7%
BMCM
1958
Bryn Mawr Capital Management
Pennsylvania
$1.86M +$196K +5,312 +10%
DVM
1959
Dreman Value Management
Florida
$1.86M -$705K -19,080 -27%
BWP
1960
BSW Wealth Partners
Colorado
$1.86M +$418K +11,296 +28%
TFO
1961
Tarbox Family Office
California
$1.86M -$42.6K -1,152 -2%
TRCT
1962
Tower Research Capital (TRC)
New York
$1.85M +$1.89M +51,036 +12,759%
BL
1963
Balentine LLC
Georgia
$1.85M -$33.7K -912 -2%
DWM
1964
Dakota Wealth Management
Florida
$1.84M
IA
1965
Independence Advisors
Pennsylvania
$1.84M +$16.9K +456 +0.9%
NONA
1966
Ninety One North America
New York
$1.84M +$124K +3,352 +7%
HK
1967
Horizon Kinetics
New York
$1.83M +$752K +20,332 +66%
Dodge & Cox
1968
Dodge & Cox
California
$1.83M -$73.9K -2,000 -4%
EA
1969
Elm Advisors
California
$1.82M -$19.8K -536 -1%
NA
1970
Navellier & Associates
Nevada
$1.82M +$149K +4,040 +9%
RWM
1971
Ritholtz Wealth Management
New York
$1.82M +$1.87M +50,456 New
BCM
1972
Baltimore Capital Management
Maryland
$1.81M -$322K -8,700 -15%
HCM
1973
Highlander Capital Management
New Jersey
$1.81M -$200K -5,400 -10%
AR
1974
Advisory Research
Illinois
$1.8M +$477K +12,912 +35%
BFG
1975
Barber Financial Group
Kansas
$1.8M -$47.3K -1,280 -3%

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.