AAPL icon

Apple
AAPL

Overview Fund Activity

2,118 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 818 increasing their positions, 1,018 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+70
Holders Change %
+3.42%
% of All Funds
60.91%
Holding in Top 10
994
Holding in Top 10 Change
+139
Holding in Top 10 Change %
+16.26%
% of All Funds
28.59%
New
140
Increased
818
Reduced
1,018
Closed
61
Calls
$26.3B
Puts
$20.9B
Net Calls
+$5.41B
Net Calls Change
+$5.79B

Top Buyers

1
Norges Bank
Norges Bank
Norway
$8.4B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$17.9B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.05B
4
BA
BlackRock Advisors
Delaware
$1.06B
5
Coatue Management
Coatue Management
New York
$938M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
$15B
2
Wells Fargo
Wells Fargo
California
$3.69B
3
Invesco
Invesco
Georgia
$7.16B
4
State Street
State Street
Massachusetts
$22.4B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
2051
Avidian Wealth Enterprises
Texas
$260K +$260K +11,172 New
NYLIM
2052
New York Life Investment Management
New York
$260K +$260K +11,200 New
CFN
2053
Cordasco Financial Network
Florida
$258K +$76.8K +3,300 +42%
MGIA
2054
Moneta Group Investment Advisors
Missouri
$250K – – –
CCA
2055
Conestoga Capital Advisors
Pennsylvania
$250K – – –
SC
2056
Schulhoff & Co
Ohio
$247K +$247K +10,612 New
CPA
2057
Cowen Prime Advisors
New York
$238K -$240K -10,320 -50%
SCM
2058
Shapiro Capital Management
Georgia
$235K +$235K +10,108 New
SCCM
2059
Schafer Cullen Capital Management
New York
$234K +$234K +10,080 New
WA
2060
Waverly Advisors
Alabama
$229K -$259K -11,164 -53%
AWA
2061
ARS Wealth Advisors
Florida
$229K +$139 +24 +0.1%
GBM
2062
Grace Brothers Management
Illinois
$228K -$97.7K -4,200 -30%
BA
2063
Bard Associates
Illinois
$224K +$224K +9,632 New
PIM
2064
Provident Investment Management
Michigan
$223K +$223K +9,604 New
SFI
2065
SPC Financial Inc
Maryland
$215K +$215K +9,268 New
CFG
2066
CKW Financial Group
Hawaii
$212K +$44.5K +1,904 +27%
FNBOMD
2067
First National Bank of Mount Dora
Florida
$210K +$210K +9,024 New
DOA
2068
D'Orazio & Associates
Virginia
$207K +$6.96K +300 +3%
RAM
2069
Redmond Asset Management
Virginia
$202K -$65.2K -2,800 -24%
MCC
2070
Malaga Cove Capital
California
$202K +$202K +8,692 New
CG
2071
Corundum Group
Colorado
$202K +$202K +8,704 New
SAM
2072
Shamrock Asset Management
Texas
$199K -$92.4K -3,968 -32%
HCP
2073
Holt Capital Partners
Texas
$185K – – –
DA
2074
Dunvegan Associates
California
$182K – – –
PC
2075
Pier Capital
Connecticut
$160K +$55.9K +2,408 +54%
81 82
83
84 85