AAPL icon

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 %
SAM
2051
Summit Asset Management
Tennessee
$900K +$7.69K +272 +0.9%
VF
2052
Virtu Financial
New York
$899K -$977K -34,584 -52%
Members Trust
2053
Members Trust
Florida
$895K +$13K +460 +1%
CNFG
2054
Creegan & Nassoura Financial Group
New Hampshire
$892K – – –
VNA
2055
VNBTrust National Association
Virginia
$887K +$84.3K +2,984 +10%
APSP
2056
Asset Planning Services (Pennsylvania)
Pennsylvania
$886K -$87.6K -3,100 -9%
WGCA
2057
Wolf Group Capital Advisors
Virginia
$881K +$234K +8,292 +36%
WCM
2058
Windsor Capital Management
Arizona
$877K +$877K +31,044 New
ACM
2059
Argent Capital Management
Missouri
$869K +$249K +8,800 +40%
AAM
2060
Auxier Asset Management
Oregon
$854K +$5.65K +200 +0.7%
BHTS
2061
Bar Harbor Trust Services
Maine
$854K +$51.6K +1,828 +6%
GMA
2062
Goldstein Munger & Associates
California
$851K -$8.48K -300 -1%
HS
2063
Huntington Steele
Pennsylvania
$848K – – –
BWM
2064
Baystate Wealth Management
Massachusetts
$848K +$85.6K +3,028 +11%
DAM
2065
Delta Asset Management
Tennessee
$832K -$27.7K -980 -3%
GAM
2066
Gemmer Asset Management
California
$828K -$84K -2,972 -9%
AEPG
2067
American Economic Planning Group
New Jersey
$826K -$56.4K -1,996 -6%
OWP
2068
Obermeyer Wealth Partners
Colorado
$826K +$178K +6,292 +27%
AWM
2069
Affinity Wealth Management
Delaware
$822K +$6.44K +228 +0.8%
MC
2070
Matisse Capital
Oregon
$821K -$39K -1,380 -5%
BBI
2071
Baxter Bros Inc
Connecticut
$808K +$73K +2,580 +10%
GS
2072
GAM Systematic
United Kingdom
$805K +$20.9K +740 +3%
ANTB
2073
AMG National Trust Bank
Colorado
$803K +$85.4K +3,020 +12%
WCM
2074
Weik Capital Management
Pennsylvania
$797K +$40.2K +1,420 +5%
JRP
2075
Jasper Ridge Partners
California
$796K – – –
81 82
83
84 85