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Apple
AAPL

Overview Fund Activity

2,777 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,054 increasing their positions, 1,431 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,777
Holders Change
-24
Holders Change %
-0.86%
% of All Funds
63.74%
Holding in Top 10
1,336
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-2.77%
% of All Funds
30.66%
New
112
Increased
1,054
Reduced
1,431
Closed
102
Calls
$12.1B
Puts
$14.6B
Net Calls
-$2.53B
Net Calls Change
+$5.58B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$12.5B
2
Deutsche Bank
Deutsche Bank
Germany
+$2.49B
3
EVM
Eaton Vance Management
Massachusetts
+$1.11B
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$830M
5
Goldman Sachs
Goldman Sachs
New York
+$730M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$5.98B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.54B
3
Capital World Investors
Capital World Investors
California
-$2.58B
4
State Street
State Street
Massachusetts
-$1.94B
5
Capital Research Global Investors
Capital Research Global Investors
California
-$1.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAG
1951
Financial Advisory Group
Texas
$2.6M -$4.36K -104 -0.2%
HFA
1952
Huber Financial Advisors
Illinois
$2.6M +$408K +9,720 +19%
AWA
1953
AmeriServ Wealth Advisors
Pennsylvania
$2.6M +$27.2K +648 +1%
PGA
1954
Portland Global Advisors
Maine
$2.59M -$10.1K -240 -0.4%
SFG
1955
StrategIQ Financial Group
Indiana
$2.59M -$201K -4,784 -7%
HHGA
1956
Halbert Hargrove Global Advisors
California
$2.59M +$28K +668 +1%
ADL
1957
Asset Dedication LLC
California
$2.59M +$139K +3,312 +6%
IWC
1958
Integrated Wealth Concepts
Massachusetts
$2.59M +$64.5K +1,548 +3%
PAA
1959
Peregrine Asset Advisers
Oregon
$2.58M – – –
WCWM
1960
Willow Creek Wealth Management
California
$2.58M +$13.3K +316 +0.5%
PHAM
1961
Palisades Hudson Asset Management
Florida
$2.57M – – –
IIM
1962
Intact Investment Management
Quebec, Canada
$2.57M -$218K -5,200 -8%
UBG
1963
United Bank (Georgia)
Georgia
$2.57M -$103K -2,452 -4%
CA
1964
Crewe Advisors
Utah
$2.57M +$77.2K +1,840 +3%
BCM
1965
Basswood Capital Management
New York
$2.57M – – –
JHP
1966
James Hambro & Partners
United Kingdom
$2.57M +$2.57M +61,136 New
SFWA
1967
Summit Financial Wealth Advisors
Louisiana
$2.56M +$49.8K +1,188 +2%
CAM
1968
CenterStar Asset Management
Illinois
$2.56M -$689K – –
CWM
1969
Circle Wealth Management
New Jersey
$2.55M +$253K +6,036 +11%
CBN
1970
Cadence Bank NA
Texas
$2.54M -$927K -22,112 -27%
EM
1971
ELCO Management
New York
$2.54M -$16.8K -400 -0.7%
FWC
1972
First Washington Corp
Washington
$2.54M -$135K -3,216 -5%
EWM
1973
Elmwood Wealth Management
California
$2.52M +$2.52M +60,180 New
SG
1974
StoneX Group
New York
$2.52M +$29.5K +704 +1%
HCM
1975
Hall Capital Management
Rhode Island
$2.52M +$132K +3,136 +6%
77 78
79
80 81