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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
1976
Outfitter Advisors
Virginia
$2.68M +$81.2K +1,920 +3%
CCM
1977
Cribstone Capital Management
Maine
$2.67M -$518K -12,240 -16%
PI
1978
Pettee Investors
Connecticut
$2.65M +$33.8K +800 +1%
IWC
1979
Integrated Wealth Concepts
Massachusetts
$2.64M +$2.64M +60,568 New
PWS
1980
Peloton Wealth Strategists
Indiana
$2.64M -$178K -4,200 -6%
AWA
1981
AmeriServ Wealth Advisors
Pennsylvania
$2.63M +$2.63M +61,284 New
NWM
1982
Northwest Wealth Management
Iowa
$2.63M +$1.83M +43,216 +229%
TWA
1983
Tillar-Wenstrup Advisors
Ohio
$2.63M -$187K -4,420 -7%
PGA
1984
Portland Global Advisors
Maine
$2.63M +$79.9K +1,888 +3%
FAG
1985
Financial Advisory Group
Texas
$2.63M -$2.32M -54,764 -47%
CSM
1986
CAMG Solamere Management
North Carolina
$2.63M -$7.79K -184 -0.3%
JT
1987
Jump Trading
Illinois
$2.63M -$1.82M -43,124 -41%
PAMG
1988
Patton Albertson Miller Group
Tennessee
$2.62M -$182K -4,292 -6%
BCI
1989
Brinker Capital Investments
Pennsylvania
$2.62M +$11.3K +268 +0.4%
DRD
1990
Dennis R. Delaney
$2.61M +$866K +20,468 +50%
KAM
1991
Kazazian Asset Management
Florida
$2.61M +$59.4K +1,404 +2%
PHAM
1992
Palisades Hudson Asset Management
Florida
$2.6M -$33.7K -796 -1%
EFSCE
1993
Enterprise Financial Services Corp (EFSC)
Missouri
$2.59M +$499K +11,792 +24%
MCM
1994
Millie Capital Management
California
$2.59M -$51.8K -1,224 -2%
BCM
1995
Basswood Capital Management
New York
$2.59M – – –
AR
1996
Advisory Research
Illinois
$2.59M +$233K +5,496 +10%
HHGA
1997
Halbert Hargrove Global Advisors
California
$2.59M -$79K -1,868 -3%
WCWM
1998
Willow Creek Wealth Management
California
$2.58M -$15.2K -360 -0.6%
EM
1999
ELCO Management
New York
$2.58M -$230K -5,440 -8%
PAA
2000
Peregrine Asset Advisers
Oregon
$2.58M +$90.6K +2,140 +4%
78 79
80
81 82