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Apple
AAPL

Overview Fund Activity

3,022 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 1,087 increasing their positions, 1,583 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,022
Holders Change
+20
Holders Change %
+0.67%
% of All Funds
66.37%
Holding in Top 10
1,563
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.35%
% of All Funds
34.33%
New
114
Increased
1,087
Reduced
1,583
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$908M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$844M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
+$534M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$486M
5
Jennison Associates
Jennison Associates
New York
+$465M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$892M
2
Northern Trust
Northern Trust
Illinois
-$733M
3
USAA
United Services Automobile Association
Texas
-$730M
4
State Street
State Street
Massachusetts
-$639M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$618M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1976
Cornerstone Capital
California
$3.67M -$50.4K -900 -1%
AHB
1977
Abner Herrman & Brock
New Jersey
$3.67M -$206K -3,680 -5%
BFPW
1978
BOK Financial Private Wealth
Colorado
$3.65M +$176K +3,144 +5%
EGA
1979
E&G Advisors
Texas
$3.64M -$110K -1,960 -3%
BIG
1980
Boothe Investment Group
Delaware
$3.63M -$17.5K -312 -0.5%
NED
1981
Nancy E. Dempze
$3.63M -$219K -3,912 -6%
Loomis, Sayles & Company
1982
Loomis, Sayles & Company
Massachusetts
$3.63M -$303K -5,404 -8%
MPW
1983
MA Private Wealth
California
$3.62M +$2.69K +48 +0.1%
BEAM
1984
Baker Ellis Asset Management
Washington
$3.61M -$67.2K -1,200 -2%
HIM
1985
Herald Investment Management
United Kingdom
$3.61M – – –
LM
1986
Lincluden Management
Ontario, Canada
$3.6M -$800K -14,280 -18%
LWA
1987
Lenox Wealth Advisors
New York
$3.59M +$712K +12,724 +25%
BWM
1988
BigSur Wealth Management
Florida
$3.59M +$1.27M +22,600 +55%
WAOTB
1989
Wealth Advisors of Tampa Bay
Florida
$3.58M -$491K -8,764 -12%
RW
1990
RVW Wealth
California
$3.58M -$7.45M -327,656 -68%
WGA
1991
Weather Gauge Advisory
Virginia
$3.57M +$3.36K +60 +0.1%
LMAM
1992
Legg Mason Asset Management
Japan
$3.57M -$243K -4,344 -6%
DMC
1993
Drexel Morgan & Co
Pennsylvania
$3.56M -$11K -196 -0.3%
CC
1994
Cedar Capital
Illinois
$3.56M +$48.2K +860 +1%
SFFS
1995
Stonehage Fleming Financial Services
Jersey
$3.55M +$843K +15,056 +31%
REMPR
1996
Roof Eidam Maycock Peralta (REMP)
California
$3.54M -$173K -3,092 -5%
HFA
1997
Huber Financial Advisors
Illinois
$3.53M -$79.3K -1,416 -2%
QCM
1998
Quest Capital Management
Texas
$3.52M -$12.8K -228 -0.4%
OWP
1999
Obermeyer Wealth Partners
Colorado
$3.51M +$459K +8,200 +15%
SFWA
2000
Summit Financial Wealth Advisors
Louisiana
$3.5M -$45.1K -764 -1%
78 79
80
81 82