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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
2026
BSW Wealth Partners
Colorado
$1.15M +$1.02M +35,292 +774%
PFGIA
2027
Patriot Financial Group Insurance Agency
Massachusetts
$1.14M +$1.14M +37,980 New
TFF
2028
The Family Firm
Maryland
$1.12M +$4.06K +140 +0.4%
FFW
2029
Fusion Family Wealth
New York
$1.12M +$1.12M +37,404 New
CMANY
2030
Capital Management Associates (New York)
New York
$1.11M – – –
CC
2031
Cipher Capital
New York
$1.11M -$3.44M -118,604 -76%
WDL
2032
Well Done LLC
Michigan
$1.11M +$36.7K +1,268 +3%
Squarepoint
2033
Squarepoint
New York
$1.11M +$573K +19,784 +107%
JG
2034
Jefferies Group
New York
$1.1M -$18.8M -650,708 -94%
PSC
2035
Prentiss Smith & Co
Vermont
$1.1M -$108K -3,736 -9%
BWA
2036
Burt Wealth Advisors
Maryland
$1.1M -$90.5K -3,124 -8%
LFR
2037
Lehman Financial Resources
Pennsylvania
$1.1M +$449K +15,520 +69%
PCFFS
2038
Pacific Center for Financial Services
California
$1.1M +$1.1M +37,904 New
MSU
2039
Mizuho Securities USA
New York
$1.09M -$2.48M -85,500 -69%
FVCM
2040
F&V Capital Management
Florida
$1.09M +$11.6K +400 +1%
Polen Capital Management
2041
Polen Capital Management
Florida
$1.09M -$344M -11,892,756 -100%
OCM
2042
Osterweis Capital Management
California
$1.09M -$97K -3,348 -8%
FCCM
2043
First City Capital Management
Georgia
$1.09M +$44K +1,520 +4%
CPA
2044
Court Place Advisors
Maryland
$1.09M +$109K +3,776 +11%
LCC
2045
Lincoln Capital Corp
Rhode Island
$1.09M +$1.09M +37,488 New
KWMG
2046
King Wealth Management Group
Florida
$1.08M +$149K +5,152 +16%
HFM
2047
Hartford Financial Management
Connecticut
$1.08M -$146K -5,032 -12%
RPG
2048
Risk Paradigm Group
Texas
$1.08M -$58.4K -2,016 -5%
PFM
2049
Peak Financial Management
Massachusetts
$1.07M – – –
RTS
2050
Round Table Services
New Jersey
$1.07M -$7.99K -276 -0.7%
80 81
82
83 84