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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
1951
Intact Investment Management
Quebec, Canada
$2.81M – – –
SMFS
1952
Squar Milner Financial Services
California
$2.81M +$2.81M +66,916 New
BEAM
1953
Baker Ellis Asset Management
Washington
$2.81M -$57.7K -1,364 -2%
ICM
1954
IMS Capital Management
Oregon
$2.81M +$419K +9,900 +18%
CPA
1955
Clear Perspective Advisors
Illinois
$2.8M -$43.7K -1,032 -2%
BCA
1956
Benchmark Capital Advisors
New York
$2.78M +$421K +9,944 +18%
NB
1957
Northwest Bancshares
Pennsylvania
$2.77M +$2.77M +65,444 New
BCP
1958
Blackhawk Capital Partners
Wisconsin
$2.77M +$2.77M +65,368 New
CFA
1959
Camarda Financial Advisors
Florida
$2.75M -$378K -8,928 -12%
FAM
1960
Foothills Asset Management
Arizona
$2.74M -$153K -3,620 -5%
PK
1961
Pflug Koory
Nebraska
$2.73M -$56.7K -1,340 -2%
FDCC
1962
Foster Dykema Cabot & Co
Massachusetts
$2.73M +$87.2K +2,060 +3%
SAM
1963
Seelaus Asset Management
New Jersey
$2.72M +$2.72M +64,352 New
NWS
1964
Newport Wealth Strategies
California
$2.71M +$2.71M +64,664 New
WSC
1965
Wellington Shields & Co
New York
$2.71M +$21.8K +516 +0.8%
FWC
1966
First Washington Corp
Washington
$2.7M – – –
PAG
1967
Private Advisory Group
Washington
$2.7M -$86.7K -2,048 -3%
HCM
1968
Hilton Capital Management
New York
$2.7M -$508K -12,004 -16%
PAM
1969
Peninsula Asset Management
Florida
$2.69M -$39.4K -932 -1%
RA
1970
Rational Advisors
New York
$2.69M +$1.91M +45,052 +242%
UBG
1971
United Bank (Georgia)
Georgia
$2.69M -$112K -2,648 -4%
HH
1972
HWG Holdings
Texas
$2.69M -$1.79M -42,336 -40%
PM
1973
Precept Management
Texas
$2.69M – – –
HL
1974
HeadInvest LLC
Maine
$2.69M -$55.2K -1,304 -2%
OAMG
1975
Odey Asset Management Group
United Kingdom
$2.68M -$2.06M -48,624 -43%
77 78
79
80 81