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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
KSA
1976
Ken Stern & Associates
California
$1.06M -$42.4K -1,364 -4%
SHWM
1977
Smith & Howard Wealth Management
Georgia
$1.05M +$119K +3,840 +13%
MGAM
1978
McGowan Group Asset Management
Texas
$1.05M -$16.1K -516 -2%
GCM
1979
Glynn Capital Management
California
$1.05M – – –
SIM
1980
Spark Investment Management
New York
$1.05M +$1.05M +33,600 New
RT
1981
Rockland Trust
Massachusetts
$1.04M +$14.1K +452 +1%
AWM
1982
Avior Wealth Management
Nebraska
$1.04M +$32.6K +1,048 +3%
SFWA
1983
Summit Financial Wealth Advisors
Louisiana
$1.04M +$273K +8,660 +36%
FMC
1984
First Merchants Corp
Indiana
$1.03M +$154K +4,960 +18%
GI
1985
Glovista Investments
New Jersey
$1.03M +$129K +4,160 +14%
PRS
1986
Pinkerton Retirement Specialists
Idaho
$1.02M -$13.5M -432,316 -93%
SMC
1987
Smith, Moore & Co
Missouri
$1.02M -$2.12K -68 -0.2%
RAM
1988
Redmond Asset Management
Virginia
$1.01M – – –
MGIA
1989
Moneta Group Investment Advisors
Missouri
$1.01M +$124K +4,000 +14%
NP
1990
NorthRock Partners
Minnesota
$1.01M -$23.4K -752 -2%
PP
1991
Peconic Partners
New York
$1M – – –
IT
1992
Investors Trust
Texas
$999K – – –
FCCM
1993
First City Capital Management
Georgia
$998K +$442K +14,192 +79%
GAM
1994
Gemmer Asset Management
California
$994K +$20.8K +668 +2%
HTI
1995
Hikari Tsushin Inc
Japan
$992K -$429K -13,780 -30%
VFP
1996
Verus Financial Partners
Virginia
$991K +$6.97K +224 +0.7%
NFG
1997
Noven Financial Group
Colorado
$981K -$4.11K -132 -0.4%
VAM
1998
Verity Asset Management
North Carolina
$979K +$80.5K +2,596 +9%
HDIM
1999
Hanson & Doremus Investment Management
Vermont
$979K +$161K +5,168 +20%
WCM
2000
Wealthcare Capital Management
Virginia
$978K +$696K +22,380 +247%
78 79
80
81 82