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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPGK
1976
Retirement Planning Group (Kansas)
Kansas
$1.19M +$4.98K +176 +0.4%
PSC
1977
Prentiss Smith & Co
Vermont
$1.18M +$511K +18,064 +76%
PCM
1978
Pointe Capital Management
Michigan
$1.18M -$44K -1,556 -4%
EA
1979
Emerald Advisers
Pennsylvania
$1.18M +$452 +16 +0%
HI
1980
Hudock Inc
Pennsylvania
$1.18M -$190K -6,740 -14%
BRF
1981
B. Riley Financial
California
$1.17M -$707K -24,996 -38%
CAM
1982
CG Asset Management
New York
$1.17M +$56.5K +2,000 +5%
VDI
1983
Vaughan David Investments
Illinois
$1.17M +$49.3K +1,744 +4%
HCM
1984
Hilton Capital Management
New York
$1.17M -$6.33K -224 -0.5%
BWA
1985
Burt Wealth Advisors
Maryland
$1.16M +$237K +8,400 +26%
PFA
1986
Pure Financial Advisors
California
$1.16M -$101K -3,580 -8%
OCM
1987
Osterweis Capital Management
California
$1.16M – – –
CI
1988
CAZ Investments
Texas
$1.15M -$52K -1,840 -4%
LVP
1989
Limestone Value Partners
Texas
$1.13M -$1.7M -60,000 -60%
CI
1990
Cowen Inc
New York
$1.13M -$5.66K -200 -0.5%
WA
1991
Waverly Advisors
Alabama
$1.13M +$362K +12,820 +47%
WA
1992
WealthTrust-Arizona
Arizona
$1.13M -$4.52K -160 -0.4%
SIG
1993
Schooner Investment Group
Pennsylvania
$1.13M -$675K -24,000 -38%
VOYA Investment Management
1994
VOYA Investment Management
Georgia
$1.12M -$43.4K -1,536,036 -4%
TFO
1995
Tarbox Family Office
California
$1.12M -$103K -3,644 -8%
RPG
1996
Risk Paradigm Group
Texas
$1.11M -$27.8K -984 -2%
I2I
1997
Insight 2811 Inc
Illinois
$1.1M -$61K -2,160 -5%
RTS
1998
Round Table Services
New Jersey
$1.1M -$608K -20,720 -36%
FM
1999
Forward Management
California
$1.09M -$101K -3,588 -8%
TFF
2000
The Family Firm
Maryland
$1.09M -$14K -496 -1%
78 79
80
81 82