We are live on ! Find out more

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
EPFB
176
Employees Provident Fund Board
Malaysia
$249M +$10.5M +284,636 +4%
WP
177
Wedgewood Partners
Missouri
$248M -$73.5M -1,987,696 -22%
LPL Financial
178
LPL Financial
California
$248M +$232M +6,280,320 +1,043%
SBAM
179
Santa Barbara Asset Management
California
$247M -$8.8M -237,948 -3%
OPERF
180
Oregon Public Employees Retirement Fund
Oregon
$245M +$31.8M +860,000 +14%
VRS
181
Virginia Retirement Systems
Virginia
$244M -$932K -25,200 -0.4%
CI Investments Inc
182
CI Investments Inc
Ontario, Canada
$239M +$31.1M +840,704 +14%
NI
183
Numeric Investors
Massachusetts
$239M +$60.9M +1,647,200 +33%
Comerica Bank
184
Comerica Bank
Texas
$238M -$10.7M -288,140 -4%
GIBU
185
Gulf International Bank (UK)
United Kingdom
$237M -$2.75M -74,364 -1%
AWM
186
Ashmore Wealth Management
Delaware
$234M -$30.6M -826,536 -11%
LSV Asset Management
187
LSV Asset Management
Illinois
$232M +$16.3M +440,400 +7%
Robeco Institutional Asset Management
188
Robeco Institutional Asset Management
Netherlands
$228M +$1.3M +35,216 +0.6%
KBC Group
189
KBC Group
Belgium
$227M -$35.2M -952,380 -13%
UCFA
190
United Capital Financial Advisors
Texas
$223M -$8.24M -222,836 -3%
PC
191
Polar Capital
United Kingdom
$214M +$435K +11,756 +0.2%
TPSF
192
Texas Permanent School Fund
Texas
$211M -$10.1M -272,052 -4%
HFS
193
HL Financial Services
Kentucky
$210M +$820K +22,192 +0.4%
FCM
194
Flinton Capital Management
Pennsylvania
$203M -$12.1M -327,216 -5%
SB
195
Suntrust Banks
Georgia
$200M -$2.38M -64,432 -1%
Skandinaviska Enskilda Banken (SEB)
196
Skandinaviska Enskilda Banken (SEB)
Sweden
$190M -$363K -9,808 -0.2%
First Trust Advisors
197
First Trust Advisors
Illinois
$190M -$4.35M -117,700 -2%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$189M -$1.7M -46,112 -0.9%
JIM
199
Jensen Investment Management
Oregon
$187M -$60.9M -1,646,120 -24%
ASRS
200
Arizona State Retirement System
Arizona
$187M -$917K -24,800 -0.5%

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.