AAPL icon

Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.05B
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.64B
3
WRF
3
Waddell & Reed Financial
Kansas
$1.61B
4
MCM
4
Marsico Capital Management
Colorado
$436M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$33B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$4.6B
2
Capital World Investors
2
Capital World Investors
California
$1.46B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.5B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.45B
5
Invesco
5
Invesco
Georgia
$7.08B
Name Market Value Shares Shares
Change 		Shares
Change %
RAM
1976
Redmond Asset Management
Virginia
$445K 4,420 +2,250 +104%
FPTW
1977
Franklin, Parlapiano, Turner & Welch
Texas
$441K 4,375 – –
FDS
1978
First Dallas Securities
Texas
$438K 4,397 -164 -4%
HCM
1979
Horan Capital Management
Maryland
$431K 4,279 – –
GEM
1980
Global Endowment Management
North Carolina
$430K 4,270 – –
CPA
1981
Court Place Advisors
Maryland
$426K 4,227 +30 +0.7%
TA
1982
Teton Advisors
New York
$423K 4,200 – –
MPMG
1983
Minneapolis Portfolio Management Group
Minnesota
$423K 4,200 – –
MSU
1984
Maple Securities USA
New Jersey
$419K 4,159 -184,849 -98%
HCM
1985
Horrell Capital Management
Arkansas
$419K 4,159 – –
DWA
1986
Dorsey Wright & Associates
California
$414K 4,110 +4,110 New
RCM
1987
Rivernorth Capital Management
Florida
$413K 4,100 +4,100 New
NERM
1988
New England Research & Management
Illinois
$410K 4,067 – –
VNB
1989
Valley National Bancorp
New York
$406K 4,025 – –
FGA
1990
Flood Gamble Associates
New York
$404K 3,738 – –
ASA
1991
Armstrong Shaw Associates
Connecticut
$390K 3,868 -1,347 -26%
ZTNA
1992
Zions Trust National Association
Utah
$389K 3,864 – –
CMP
1993
Courage Miller Partners
Virginia
$385K 3,822 +3 +0.1%
AFS
1994
Aft Forsyth & Sober
Florida
$383K 3,800 +700 +23%
BWM
1995
Baystate Wealth Management
Massachusetts
$382K 3,791 +866 +30%
MAA
1996
Matrix Asset Advisors
New York
$381K 3,782 +27 +0.7%
OA
1997
Oxbow Advisors
Texas
$380K 3,775 -5,331 -59%
SFI
1998
SPC Financial Inc
Maryland
$380K 3,774 +1,457 +63%
FNBSF
1999
First National Bank Sioux Falls
South Dakota
$374K 3,705 +520 +16%
HIM
2000
Hillsdale Investment Management
Ontario, Canada
$372K 3,696 – –
78 79
80
81 82