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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.8B
2
SG Americas Securities
SG Americas Securities
New York
+$1.26B
3
Deutsche Bank
Deutsche Bank
Germany
+$958M
4
JHIU
Janus Henderson Investors US
Colorado
+$848M
5
LPC
Lone Pine Capital
Connecticut
+$579M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
-$12.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.76B
3
State Street
State Street
Massachusetts
-$1.08B
4
Wells Fargo
Wells Fargo
California
-$715M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$656M
Name Holding Trade Value Shares
Change 		Shares
Change %
EVC
2051
Eidelman Virant Capital
Missouri
$790K +$5.35K +172 +0.7%
MIS
2052
Morningstar Investment Services
Illinois
$788K -$2.31M -74,272 -75%
BFM
2053
Boothbay Fund Management
New York
$788K -$565K -18,156 -42%
AAM
2054
Auxier Asset Management
Oregon
$787K – – –
AEPG
2055
American Economic Planning Group
New Jersey
$781K +$11.4K +368 +1%
CAW
2056
Cornerstone Advisors (Washington)
Washington
$777K +$82.8K +2,660 +12%
PL
2057
Parkwood LLC
Ohio
$773K -$41.6K -1,336 -5%
PLFAM
2058
Pineno Levin & Ford Asset Management
Virginia
$773K -$32.4K -1,040 -4%
VA
2059
Valmark Advisers
Ohio
$770K -$1.99K -64 -0.3%
EWMCB
2060
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$769K +$32K +1,028 +4%
ACM
2061
Argent Capital Management
Missouri
$766K +$70.7K +2,272 +10%
LD
2062
Lipe & Dalton
New York
$763K +$2.49K +80 +0.3%
HIP
2063
Hatteras Investment Partners
North Carolina
$759K -$10.5M -337,404 -93%
AIM
2064
Acuity Investment Management
Ontario, Canada
$759K – – –
LRIC
2065
Long Road Investment Counsel
Michigan
$757K – – –
BP
2066
BBR Partners
New York
$756K -$101K -3,248 -12%
CM
2067
Capital Management
Virginia
$756K +$73.8K +2,372 +11%
RHJA
2068
Rice Hall James & Associates
California
$754K +$12.4K +400 +2%
NERM
2069
New England Research & Management
Illinois
$749K +$175K +5,620 +30%
MIM
2070
Miller Investment Management
Pennsylvania
$749K +$749K +24,072 New
TCM
2071
Towercrest Capital Management
Pennsylvania
$743K +$121K +3,880 +20%
PWAG
2072
Polaris Wealth Advisory Group
California
$740K +$740K +23,780 New
SAM
2073
Summit Asset Management
Tennessee
$738K +$10.6K +340 +1%
TIM
2074
Thompson Investment Management
Wisconsin
$736K +$172K +5,524 +30%
BCM
2075
Boltwood Capital Management
California
$732K -$11.2K -360 -2%
81 82
83
84 85