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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 %
FAG
2051
Financial Advisory Group
Texas
$648K +$45.4K +1,644 +8%
SAM
2052
Summit Asset Management
Tennessee
$646K +$1.55K +56 +0.2%
AC
2053
Alexandria Capital
Virginia
$637K -$26.7K -968 -4%
RR
2054
Robotti Robert
$634K – – –
BHB
2055
Bank Hapoalim BM
Israel
$633K -$27.8K -1,008 -4%
PL
2056
Parthenon LLC
Kentucky
$632K -$206K -7,456 -25%
HCM
2057
Hengehold Capital Management
Ohio
$628K -$29.3K -1,060 -4%
PCMK
2058
Paragon Capital Management (Kansas)
Kansas
$625K +$45.9K +1,664 +8%
PFG
2059
Pacific Financial Group
Washington
$622K +$622K +22,540 New
LIA
2060
LBMC Investment Advisors
Tennessee
$621K +$111K +4,008 +22%
MCM
2061
Marathon Capital Management
Maryland
$620K +$221 +8 +0%
KAH
2062
Kathryn A. Hall
$618K +$618K +22,400 New
HCM
2063
Hall Capital Management
Rhode Island
$618K +$618K +22,412 New
WRM
2064
Weybosset Research & Management
Rhode Island
$617K +$662 +24 +0.1%
ACM
2065
Argent Capital Management
Missouri
$617K +$292K +10,568 +90%
SIC
2066
Shoker Investment Counsel
Ohio
$616K -$10.1K -368 -2%
CAW
2067
Cornerstone Advisors (Washington)
Washington
$616K +$118K +4,276 +24%
BCA
2068
Bernzott Capital Advisors
California
$609K +$2.32K +84 +0.4%
RTS
2069
Round Table Services
New Jersey
$608K -$7.73K -280 -1%
JGGDR
2070
JGP Global Gestao de Recursos
Brazil
$607K +$607K +22,000 New
CM
2071
Capital Management
Virginia
$605K +$605K +21,916 New
AA
2072
ALPS Advisors
Colorado
$603K -$85.9K -3,116 -12%
NAM
2073
Nichols Asset Management
Massachusetts
$602K +$22.1K +800 +4%
BIM
2074
Barton Investment Management
Pennsylvania
$599K – – –
SEC
2075
Seven Eight Capital
New York
$596K +$596K +21,600 New
81 82
83
84 85