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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
1951
Strategic Wealth Partners
Ohio
$4.72M +$4.72M +64,348 New
BIA
1952
Barry Investment Advisors
Massachusetts
$4.72M -$4.1M -64,416 -46%
BCA
1953
Bray Capital Advisors
Florida
$4.72M -$94.8K -1,492 -2%
FAG
1954
Financial Advisory Group
Texas
$4.71M +$22.4K +352 +0.5%
SWM
1955
Sugarloaf Wealth Management
Georgia
$4.71M +$215K +3,380 +5%
EGM
1956
Engineers Gate Manager
New York
$4.7M +$4.42M +69,588 +1,589%
EBT
1957
Enterprise Bank & Trust
Massachusetts
$4.69M +$739K +11,628 +19%
PWA
1958
Physician Wealth Advisors
Utah
$4.68M -$25.1K -364 -0.5%
DMC
1959
Drexel Morgan & Co
Pennsylvania
$4.67M +$1.04M +16,292 +29%
FDCC
1960
Foster Dykema Cabot & Co
Massachusetts
$4.66M +$210K +3,304 +5%
PCMK
1961
Paragon Capital Management (Kansas)
Kansas
$4.66M +$3.71M +58,328 +388%
BOS
1962
Bank of Stockton
California
$4.66M -$5.85K -92 -0.1%
SC
1963
Searle & Co
Connecticut
$4.65M -$32.6K -512 -0.7%
W
1964
WealthOne
New York
$4.65M +$1.23M +19,392 +36%
HFA
1965
HC Financial Advisors
California
$4.65M -$530K -8,336 -10%
AB
1966
Atlas Brown
Kentucky
$4.64M -$37.9K -596 -0.8%
ANB
1967
Amarillo National Bank
Texas
$4.64M – – –
BMCM
1968
Bryn Mawr Capital Management
Pennsylvania
$4.63M -$264K -4,148 -5%
LG
1969
Leuthold Group
Minnesota
$4.62M +$4.62M +72,680 New
TWM
1970
Titus Wealth Management
California
$4.61M +$59.8K +940 +1%
PWPS
1971
Pinnacle Wealth Planning Services
Ohio
$4.6M +$987K +15,528 +27%
HCM
1972
Highlander Capital Management
New Jersey
$4.6M -$170K -2,676 -4%
ECM
1973
Elgethun Capital Management
South Dakota
$4.59M -$4.35M -68,396 -49%
TCBWMS
1974
Texas Capital Bank Wealth Management Services
Texas
$4.59M -$428K -6,728 -9%
OCM
1975
Ovata Capital Management
Hong Kong
$4.58M +$4.58M +72,000 New
77 78
79
80 81