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Apple
AAPL

Overview Fund Activity

2,070 hedge funds and large institutions have $304B invested in Apple in 2013 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 814 increasing their positions, 819 reducing their positions, and 72 closing their positions.

Holders
2,070
Holders Change
+188
Holders Change %
+9.99%
% of All Funds
60.12%
Holding in Top 10
916
Holding in Top 10 Change
+143
Holding in Top 10 Change %
+18.5%
% of All Funds
26.6%
New
287
Increased
814
Reduced
819
Closed
72
Calls
$23.8B
Puts
$26.1B
Net Calls
-$2.26B
Net Calls Change
-$1.65B

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$2.6B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.9B
3
Coatue Management
3
Coatue Management
New York
$846M
4
Citadel Advisors
4
Citadel Advisors
Florida
$894M
5
IC
5
Icahn Carl
Florida
$2.65B

Top Sellers

1
CA
1
Commerzbank Aktiengesellschaft
Germany
$708M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.26B
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$4.36B
4
Citigroup
4
Citigroup
New York
$1.52B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.9B
Name Holding Trade Value Shares
Change 		Shares
Change %
SLA
2001
Silver Lake Advisory
Utah
$234K +$234K +11,704 New
RCM
2002
Rotella Capital Management
Washington
$233K +$233K +11,620 New
LFR
2003
Lehman Financial Resources
Pennsylvania
$232K -$2.75M -137,004 -92%
PVWM
2004
Point View Wealth Management
New Jersey
$232K +$232K +11,592 New
MWP
2005
Moller Wealth Partners
$230K +$230K +11,480 New
CIC
2006
Chase Investment Counsel
Virginia
$230K +$230K +11,480 New
PWAG
2007
Polaris Wealth Advisory Group
California
$229K +$132K +6,580 +135%
FCCM
2008
First City Capital Management
Georgia
$229K -$63.4K -3,164 -22%
FBT
2009
Founders Bank & Trust
Michigan
$227K +$104K +5,656 +84%
MSS
2010
Mitchell Sinkler & Starr
Pennsylvania
$227K +$227K +11,340 New
DCM
2011
Dynamic Capital Management
Jersey
$224K +$224K +11,200 New
SKK
2012
Shepherd Kaplan Krochuk
Massachusetts
$224K +$224K +11,200 New
TC
2013
TFS Capital
Pennsylvania
$216K -$116K -5,768 -35%
MGIA
2014
Moneta Group Investment Advisors
Missouri
$216K -$42.1K -2,100 -16%
SCM
2015
Shapiro Capital Management
Georgia
$213K +$213K +10,640 New
NC
2016
NewSquare Capital
Pennsylvania
$212K -$12.4K -616 -6%
BGDI
2017
BW Gestao de Investimentos
Brazil
$210K +$210K +10,500 New
PTCG
2018
Pring Turner Capital Group
California
$205K +$205K +10,220 New
MIM
2019
Miller Investment Management
Pennsylvania
$205K +$205K +10,248 New
SCCM
2020
Schafer Cullen Capital Management
New York
$202K +$202K +10,080 New
HCM
2021
Hutchinson Capital Management
California
$201K +$201K +10,024 New
PIM
2022
Parasol Investment Management
Illinois
$199K +$199K +9,940 New
OFC
2023
Open Field Capital
United States
$199K +$199K +9,940 New
IMS
2024
Index Management Solutions
Pennsylvania
$198K +$43.2K +2,156 +28%
CFG
2025
CKW Financial Group
Hawaii
$191K +$191K +9,548 New
79 80
81
82 83