AAPL icon

Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1976
Redmond Asset Management
Virginia
$896K +$408K +14,800 +84%
PP
1977
PDT Partners
New York
$894K -$36.1M -1,306,700 -98%
OAM
1978
Occidental Asset Management
California
$894K -$35.3K -1,280 -4%
AC
1979
Addison Capital
Pennsylvania
$892K +$247K +8,944 +38%
AWM
1980
Avior Wealth Management
Nebraska
$890K -$100K -3,632 -10%
PP
1981
Peconic Partners
New York
$889K – – –
IT
1982
Investors Trust
Texas
$887K -$233K -8,456 -21%
LIM
1983
Lathrop Investment Management
Arkansas
$884K – – –
GAM
1984
Garrison Asset Management
Arkansas
$881K – – –
VNA
1985
VNBTrust National Association
Virginia
$876K +$22.1K +800 +3%
NFG
1986
Noven Financial Group
Colorado
$874K +$19.8K +716 +2%
PAMG
1987
Patton Albertson Miller Group
Tennessee
$874K +$248K +8,992 +40%
VFP
1988
Verus Financial Partners
Virginia
$873K +$331 +12 +0%
AssetMark Inc
1989
AssetMark Inc
California
$872K -$63.7K -2,308 -7%
GAM
1990
Gemmer Asset Management
California
$864K -$9.94K -360 -1%
MPIA
1991
Mountain Pacific Investment Advisers
Idaho
$863K – – –
HPBT
1992
High Point Bank & Trust
North Carolina
$851K -$41.4K -1,500 -5%
KWMG
1993
King Wealth Management Group
Florida
$846K +$181K +6,564 +27%
ZCA
1994
Zeke Capital Advisors
Pennsylvania
$839K +$318K +11,520 +61%
SHWM
1995
Smith & Howard Wealth Management
Georgia
$828K -$31K -1,124 -4%
HHGA
1996
Halbert Hargrove Global Advisors
California
$824K -$112K -4,052 -12%
SWM
1997
Stockman Wealth Management
Montana
$824K +$824K +29,880 New
HCA
1998
Horan Capital Advisors
Ohio
$823K – – –
DLHL
1999
Donald L. Hagan LLC
Florida
$823K +$823K +29,828 New
HCM
2000
Hilton Capital Management
New York
$822K +$24.8K +900 +3%
78 79
80
81 82