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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 %
VWM
2051
Venturi Wealth Management
Texas
$1.06M -$16.3K -564 -2%
DWM
2052
Darwin Wealth Management
Florida
$1.06M -$16.4K -568 -2%
CCM
2053
Colorado Capital Management
Colorado
$1.05M +$50.1K +1,732 +5%
IWA
2054
Intercontinental Wealth Advisors
Texas
$1.05M -$292K -10,072 -22%
BIA
2055
Barry Investment Advisors
Massachusetts
$1.04M -$430K -14,860 -29%
BL
2056
Balentine LLC
Georgia
$1.04M -$1.39K -48 -0.1%
VKH
2057
Virtu KCG Holdings
New York
$1.03M -$12.4M -427,736 -92%
IWC
2058
Integrated Wealth Counsel
California
$1.02M +$19.7K +680 +2%
SCP
2059
Syntal Capital Partners
Texas
$1.02M – – –
IIC
2060
Integrated Investment Consultants
Michigan
$1.01M – – –
HA
2061
Harfst & Associates
Wyoming
$1.01M +$36.3K +1,256 +4%
CCM
2062
Context Capital Management
California
$1.01M +$1.01M +34,800 New
MCMT
2063
Moon Capital Management (Tennessee)
Tennessee
$1M +$695 +24 +0.1%
BIG
2064
Bellwether Investment Group
Tennessee
$1M +$1M +34,568 New
First Eagle Investment Management
2065
First Eagle Investment Management
New York
$997K -$869K -30,000 -47%
LWM
2066
Lenox Wealth Management
Ohio
$990K -$231K -7,964 -19%
SFPIA
2067
Stevens First Principles Investment Advisors
California
$981K -$2.75M -95,120 -74%
1GA
2068
1st Global Advisors
Texas
$981K +$25.5K +880 +3%
WGCA
2069
Wolf Group Capital Advisors
Virginia
$981K +$78.2K +2,700 +9%
NP
2070
NorthRock Partners
Minnesota
$976K +$21.6K +748 +2%
I2I
2071
Insight 2811 Inc
Illinois
$974K -$157K -5,404 -14%
GCM
2072
Glynn Capital Management
California
$973K – – –
AHB
2073
Abner Herrman & Brock
New Jersey
$971K -$46.6K -1,600 -5%
VA
2074
Valmark Advisers
Ohio
$970K +$10.4K +360 +1%
QC
2075
QCM Cayman
Texas
$970K +$510K +17,612 +111%
81 82
83
84 85