AAPL icon

Apple
AAPL

Overview Fund Activity

3,034 hedge funds and large institutions have $444B invested in Apple in 2018 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,262 increasing their positions, 1,223 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,034
Holders Change
+208
Holders Change %
+7.36%
% of All Funds
67.71%
Holding in Top 10
1,382
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-9.02%
% of All Funds
30.84%
New
371
Increased
1,262
Reduced
1,223
Closed
136
Calls
$14.1B
Puts
$15.6B
Net Calls
-$1.54B
Net Calls Change
+$1.75B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.36B
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$557M
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$450M
4
Renaissance Technologies
Renaissance Technologies
New York
+$435M
5
Wells Fargo
Wells Fargo
California
+$317M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$2.26B
2
State Street
State Street
Massachusetts
-$1.12B
3
Deutsche Bank
Deutsche Bank
Germany
-$884M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$795M
5
Invesco
Invesco
Georgia
-$782M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1951
Bourgeon Capital Management
Connecticut
$3.01M -$1.45M -36,852 -33%
CWM
1952
Confluence Wealth Management
Oregon
$3.01M -$42.6K -1,080 -1%
KCM
1953
Karp Capital Management
California
$3.01M +$59.5K +1,508 +2%
CPA
1954
Clear Perspective Advisors
Illinois
$3.01M +$146K +3,708 +5%
NL
1955
NVWM LLC
Pennsylvania
$3M -$597K -15,148 -17%
EGA
1956
E&G Advisors
Texas
$3M +$221K +5,604 +8%
DMC
1957
Drexel Morgan & Co
Pennsylvania
$3M +$28.2K +716 +1%
VCWA
1958
Vanguard Capital Wealth Advisors
Colorado
$2.99M -$975K -24,716 -25%
LCM
1959
Leisure Capital Management
California
$2.99M -$38.3K -972 -1%
UCMOK
1960
United Capital Management of KS
Kansas
$2.99M +$205K +5,192 +7%
SDAM
1961
Shulman DeMeo Asset Management
New York
$2.99M +$2.99M +75,864 New
CFA
1962
Cahill Financial Advisors
Minnesota
$2.99M -$312K -7,904 -9%
BHBT
1963
Burke & Herbert Bank & Trust
Virginia
$2.99M +$25.6K +648 +0.9%
BIA
1964
Bigelow Investment Advisors
Maine
$2.99M -$20.5K -520 -0.7%
KFA
1965
Kays Financial Advisory
Georgia
$2.99M +$289K +7,328 +11%
BA
1966
Baugh & Associates
Georgia
$2.99M +$46.4K +1,176 +2%
TFA
1967
Toth Financial Advisory
Virginia
$2.99M +$67.8K +1,720 +2%
MWM
1968
Modera Wealth Management
New Jersey
$2.98M -$253K -6,404 -8%
EF
1969
Exeter Financial
Arizona
$2.98M +$824K +20,900 +38%
WA1
1970
Wimmer Associates 1
California
$2.97M -$21.9K -556 -0.7%
SAM
1971
Security Asset Management
New York
$2.97M +$867K +21,988 +41%
BFO
1972
Biltmore Family Office
North Carolina
$2.96M +$295K +7,492 +11%
JA
1973
JVL Associates
Michigan
$2.96M – – –
JCM
1974
Jag Capital Management
Missouri
$2.94M -$59.8K -1,516 -2%
PCA
1975
Providence Capital Advisors
North Carolina
$2.94M +$31.7K +804 +1%
77 78
79
80 81