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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPC
2026
Falcon Point Capital
California
$736K +$736K +26,668 New
HDIM
2027
Hanson & Doremus Investment Management
Vermont
$726K -$11K -400 -1%
PL
2028
Parkwood LLC
Ohio
$723K -$563K -20,376 -44%
SFS
2029
Summit Financial Strategies
Ohio
$717K +$717K +25,972 New
PLFAM
2030
Pineno Levin & Ford Asset Management
Virginia
$714K – – –
UFA
2031
US Financial Advisors
Massachusetts
$714K +$714K +25,888 New
SS
2032
Simplicity Solutions
Minnesota
$713K +$713K +25,844 New
ANTB
2033
AMG National Trust Bank
Colorado
$711K +$120K +4,364 +20%
PA
2034
Parkside Advisors
California
$701K -$97.1K -3,520 -12%
AAM
2035
Auxier Asset Management
Oregon
$698K +$22.1K +800 +3%
EVC
2036
Eidelman Virant Capital
Missouri
$696K +$12.1K +440 +2%
VA
2037
Valmark Advisers
Ohio
$685K +$5.63K +204 +0.8%
AEPG
2038
American Economic Planning Group
New Jersey
$683K -$2.43K -88 -0.4%
LD
2039
Lipe & Dalton
New York
$674K – – –
AIM
2040
Acuity Investment Management
Ontario, Canada
$673K +$121K +4,400 +22%
CFS
2041
Commonwealth Financial Services
West Virginia
$672K +$672K +24,368 New
SFPIA
2042
Stevens First Principles Investment Advisors
California
$671K +$22.1K +800 +3%
LRIC
2043
Long Road Investment Counsel
Michigan
$671K +$671K +24,320 New
SFWA
2044
Summit Financial Wealth Advisors
Louisiana
$669K +$669K +24,256 New
TCM
2045
Tufton Capital Management
Maryland
$666K +$12.4K +448 +2%
AIM
2046
Aspen Investment Management
Michigan
$661K -$22.1K -800 -3%
BCM
2047
Boltwood Capital Management
California
$660K -$4.97K -180 -0.7%
RHJA
2048
Rice Hall James & Associates
California
$658K +$11K +400 +2%
EWMCB
2049
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$653K +$653K +23,696 New
OCG
2050
Opus Capital Group
Ohio
$648K -$1.43M -51,796 -69%
80 81
82
83 84