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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1976
IMA Advisory Services
Colorado
$1.78M -$261K -7,068 -13%
MWM
1977
Merriman Wealth Management
Washington
$1.78M +$31.6K +856 +2%
AF
1978
Affiance Financial
Minnesota
$1.77M +$125K +3,384 +7%
PC
1979
Paulson & Co
New York
$1.77M +$1.82M +49,200 New
WCM
1980
Wunderlich Capital Managemnt
Tennessee
$1.77M -$23.5K -636 -1%
NIT
1981
NumerixS Investment Technologies
British Columbia, Canada
$1.77M +$1.81M +49,040 New
SIM
1982
SSI Investment Management
California
$1.76M -$19.5K -528 -1%
ADL
1983
Asset Dedication LLC
California
$1.76M -$135K -3,640 -7%
KFP
1984
Keystone Financial Planning
Ohio
$1.75M +$1.03K +28 +0.1%
SH
1985
Svenska Handelsbanken
Sweden
$1.74M -$266K -7,200 -13%
KSA
1986
Ken Stern & Associates
California
$1.74M -$10.5K -284 -0.6%
CHP
1987
Cable Hill Partners
Oregon
$1.74M -$130K -3,512 -7%
FIM
1988
Fernwood Investment Management
Massachusetts
$1.73M -$96.1K -2,600 -5%
OFW
1989
Omnia Family Wealth
Florida
$1.73M +$186K +5,044 +12%
PBO
1990
Peoples Bank (Ohio)
Ohio
$1.72M +$16.1K +436 +0.9%
OFS
1991
Orrstown Financial Services
Pennsylvania
$1.72M -$806K -21,788 -31%
MWM
1992
Mascoma Wealth Management
New Hampshire
$1.71M +$86.8K +2,348 +5%
MC
1993
Maverick Capital
Texas
$1.71M +$1.04M +28,080 +144%
SNBOSD
1994
Security National Bank of So Dak
Iowa
$1.7M -$23.8K -644 -1%
KLI
1995
Kelman-Lazarov Inc
Tennessee
$1.7M +$69.9K +1,892 +4%
GLI
1996
Guardian Life Insurance
New York
$1.7M -$1.25M -33,892 -42%
RCM
1997
Radnor Capital Management
Pennsylvania
$1.7M
HPWM
1998
Highland Private Wealth Management
Washington
$1.7M +$94.3K +2,552 +6%
CWA
1999
Cypress Wealth Advisors
California
$1.69M -$3.07M -83,008 -64%
SMC
2000
S. Muoio & Co
New York
$1.69M

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.