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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
1976
Yorktown Management & Research Company
Virginia
$1.3M +$1.01M +34,800 +348%
MCM
1977
Mork Capital Management
California
$1.3M – – –
HI
1978
Hudock Inc
Pennsylvania
$1.3M +$90K +3,108 +7%
EP
1979
Elkhorn Partners
Nebraska
$1.29M +$3.47K +120 +0.3%
AF
1980
Affiance Financial
Minnesota
$1.29M -$70.9K -2,448 -5%
FIM
1981
Fruth Investment Management
Texas
$1.29M +$14.2K +492 +1%
FM
1982
Forward Management
California
$1.29M +$169K +5,852 +15%
AEPG
1983
American Economic Planning Group
New Jersey
$1.29M +$440K +15,220 +52%
PRHC
1984
P.R. Herzig & Co
New York
$1.28M – – –
TPW
1985
Tiller Private Wealth
Pennsylvania
$1.27M -$5.21K -180 -0.4%
BBP
1986
Banco BTG Pactual
Brazil
$1.27M +$1.27M +44,000 New
SMG
1987
Spectrum Management Group
Indiana
$1.27M +$272K +9,412 +27%
ADBIC
1988
A.D. Beadell Investment Counsel
Wisconsin
$1.27M – – –
HDIM
1989
Hanson & Doremus Investment Management
Vermont
$1.27M -$9.5K -328 -0.7%
DRD
1990
Dennis R. Delaney
$1.26M +$19.7K +680 +2%
FAM
1991
Formidable Asset Management
Ohio
$1.26M +$27.6K +7,952 +2%
SG
1992
Somerset Group
Minnesota
$1.26M +$5.79K +200 +0.5%
HCIA
1993
Hochman Cole Investment Advisors
Illinois
$1.26M -$153K -5,280 -11%
TIM
1994
Tortoise Investment Management
New York
$1.25M +$20.6K +712 +2%
HI
1995
HBK Investments
Texas
$1.25M -$59.7M -2,062,000 -98%
VDI
1996
Vaughan David Investments
Illinois
$1.24M +$44.2K +1,528 +4%
MFIMFI
1997
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.24M – – –
MAA
1998
Mraz Amerine & Associates
California
$1.23M -$62.4K -2,156 -5%
AA
1999
ALPS Advisors
Colorado
$1.23M +$157K +5,412 +15%
MWM
2000
Modera Wealth Management
New Jersey
$1.23M -$65.1K -2,248 -5%
78 79
80
81 82