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Apple
AAPL

Overview Fund Activity

2,339 hedge funds and large institutions have $296B invested in Apple in 2016 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 1,046 increasing their positions, 1,058 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-57
Holders Change %
-2.38%
% of All Funds
62.51%
Holding in Top 10
969
Holding in Top 10 Change
-181
Holding in Top 10 Change %
-15.74%
% of All Funds
25.9%
New
95
Increased
1,046
Reduced
1,058
Closed
128
Calls
$12.5B
Puts
$11.9B
Net Calls
+$568M
Net Calls Change
-$5.09B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$904M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$693M
3
MAM
Magellan Asset Management
Australia
+$530M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$518M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$455M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$13.9B
2
Invesco
Invesco
Georgia
-$911M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$881M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$881M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$807M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1976
Concorde Asset Management
Michigan
$968K +$208K +8,692 +27%
CI
1977
Cowen Inc
New York
$961K -$535K -22,360 -36%
RPG
1978
Risk Paradigm Group
Texas
$960K +$322K +13,492 +51%
WA
1979
WealthTrust-Arizona
Arizona
$956K -$94.2K -3,944 -9%
Verition Fund Management
1980
Verition Fund Management
Connecticut
$955K +$572K +23,944 +150%
BWP
1981
BSW Wealth Partners
Colorado
$954K -$24.8K -1,036 -3%
VDI
1982
Vaughan David Investments
Illinois
$949K -$39.1K -1,636 -4%
DRD
1983
Dennis R. Delaney
$945K +$71.7K +3,000 +8%
CAM
1984
CG Asset Management
New York
$943K -$406K -16,980 -30%
TFF
1985
The Family Firm
Maryland
$933K +$3.73K +156 +0.4%
TFA
1986
Toth Financial Advisory
Virginia
$919K +$31.7K +1,328 +4%
CMANY
1987
Capital Management Associates (New York)
New York
$917K – – –
DAC
1988
Dividend Assets Capital
South Carolina
$912K +$216K +9,020 +31%
FVCM
1989
F&V Capital Management
Florida
$891K – – –
BL
1990
Balentine LLC
Georgia
$886K +$101K +4,216 +13%
LFG
1991
LifePlan Financial Group
Ohio
$883K +$4.87K +204 +0.6%
NIT
1992
NumerixS Investment Technologies
British Columbia, Canada
$878K +$878K +36,744 New
BCP
1993
Berkeley Capital Partners
Georgia
$877K -$91.6K -3,836 -9%
FCCM
1994
First City Capital Management
Georgia
$871K +$191 +8 +0%
SA
1995
Springowl Associates
New York
$860K +$860K +36,000 New
TFCM
1996
Taylor Frigon Capital Management
Arizona
$859K +$24.8K +1,040 +3%
DGI
1997
Disciplined Growth Investors
Minnesota
$858K +$39.6K +1,656 +5%
PCMC
1998
Paragon Capital Management (Colorado)
Colorado
$852K +$31.4K +1,312 +4%
AR
1999
Advisory Research
Illinois
$848K +$669 +28 +0.1%
SCP
2000
Syntal Capital Partners
Texas
$839K -$2.96K -124 -0.4%
78 79
80
81 82