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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.94B
2
Capital World Investors
Capital World Investors
California
+$988M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$901M
4
Franklin Resources
Franklin Resources
California
+$822M
5
Coatue Management
Coatue Management
New York
+$735M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$813M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$512M
3
SG Americas Securities
SG Americas Securities
New York
-$475M
4
GE
General Electric
Ohio
-$442M
5
Jennison Associates
Jennison Associates
New York
-$384M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
2026
Spectrum Management Group
Indiana
$977K -$4.3K -152 -0.4%
MVP
2027
Miller Value Partners
Florida
$970K – – –
MGAM
2028
McGowan Group Asset Management
Texas
$960K +$98.7K +3,492 +11%
FIM
2029
Fernwood Investment Management
Massachusetts
$958K -$753K -26,636 -44%
CPA
2030
Court Place Advisors
Maryland
$954K +$296K +10,484 +45%
LFA
2031
Landmark Financial Advisors
Kentucky
$950K -$338K -11,952 -26%
GCM
2032
Glynn Capital Management
California
$950K – – –
HA
2033
Harfst & Associates
Wyoming
$949K -$2.06M -73,004 -68%
HPWM
2034
Highland Private Wealth Management
Washington
$945K -$29.2K -1,040 -3%
RMC
2035
Regis Management Company
California
$944K +$314K +11,112 +50%
HIP
2036
Hatteras Investment Partners
North Carolina
$940K +$676K +23,916 +256%
HCM
2037
HMS Capital Management
Tennessee
$940K +$940K +33,324 New
VA
2038
Valmark Advisers
Ohio
$937K -$22.5K -796 -2%
NP
2039
NorthRock Partners
Minnesota
$933K -$24K -848 -3%
1GA
2040
1st Global Advisors
Texas
$933K +$39.7K +1,404 +4%
GAM
2041
Gould Asset Management
California
$933K +$50.9K +1,800 +6%
GAM
2042
Garrison Asset Management
Arkansas
$930K -$45.1K -1,596 -5%
SC
2043
Stralem & Co
New York
$927K +$136K +4,800 +17%
ZAM
2044
Zevin Asset Management
Massachusetts
$916K -$11.9M -420,084 -93%
SLT
2045
St Louis Trust
Missouri
$916K – – –
KWMG
2046
King Wealth Management Group
Florida
$912K -$49.1K -1,736 -5%
PP
2047
Peconic Partners
New York
$910K – – –
TDC
2048
Thompson Davis & Co
Virginia
$910K +$161K +5,692 +21%
FFS
2049
Founders Financial Securities
Maryland
$902K -$3.33M -117,808 -79%
HTI
2050
Hikari Tsushin Inc
Japan
$902K – – –
80 81
82
83 84