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Apple
AAPL

Overview Fund Activity

2,519 hedge funds and large institutions have $457B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 864 increasing their positions, 1,361 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,519
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.9%
Holding in Top 10
1,235
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.89%
% of All Funds
30.84%
New
104
Increased
864
Reduced
1,361
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$2.16B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$761M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$727M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$554M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$458M

Top Sellers

1
State Street
State Street
Massachusetts
-$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$957M
3
NEAM
New England Asset Management
Connecticut
-$808M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$692M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$686M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
2001
FormulaFolio Investments
Michigan
$1.66M +$142K +3,936 +9%
SSA
2002
Schonfeld Strategic Advisors
New York
$1.66M +$327K +9,072 +25%
PFC
2003
Phocas Financial Corp
California
$1.66M -$421K -11,704 -20%
MF
2004
Magnetar Financial
Illinois
$1.64M +$1.64M +45,624 New
AIP
2005
Ahrens Investment Partners
Louisiana
$1.64M -$130K -3,608 -7%
HFM
2006
Hartford Financial Management
Connecticut
$1.63M +$181K +5,020 +12%
HI
2007
Hudock Inc
Pennsylvania
$1.63M +$55.4K +1,540 +4%
YMRC
2008
Yorktown Management & Research Company
Virginia
$1.61M – – –
MCM
2009
Mork Capital Management
California
$1.61M – – –
IDBONY
2010
Israel Discount Bank of New York
New York
$1.61M -$166K -4,620 -9%
FIM
2011
Fruth Investment Management
Texas
$1.6M – – –
SG
2012
Somerset Group
Minnesota
$1.6M – – –
B
2013
Bridgeworth
Alabama
$1.59M +$61.7K +1,692 +4%
BIM
2014
Beach Investment Management
Pennsylvania
$1.59M – – –
VDI
2015
Vaughan David Investments
Illinois
$1.58M +$66K +1,832 +4%
PWMAG
2016
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$180K +5,004 +13%
BWA
2017
BlueSky Wealth Advisors
North Carolina
$1.57M -$51.9K -1,440 -3%
KOCAA
2018
Knights of Columbus Asset Advisors
Connecticut
$1.56M -$439K -12,200 -22%
TIM
2019
Tortoise Investment Management
New York
$1.56M -$18.4K -512 -1%
DRD
2020
Dennis R. Delaney
$1.54M -$2.88K -80 -0.2%
NERM
2021
New England Research & Management
Illinois
$1.54M -$42.1K -1,168 -3%
BRF
2022
B. Riley Financial
California
$1.54M +$92.9K +2,580 +6%
TPW
2023
Tiller Private Wealth
Pennsylvania
$1.53M -$23.8K -660 -2%
WIP
2024
Wellesley Investment Partners
Massachusetts
$1.53M -$12.7K -352 -0.8%
BP
2025
BBR Partners
New York
$1.53M +$47K +1,304 +3%
79 80
81
82 83