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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
2051
Inspirion Wealth Advisors
Illinois
$2.35M +$118K +2,792 +5%
MNG
2052
Manning & Napier Group
New York
$2.33M +$2.33M +55,176 New
CASB
2053
Cape Ann Savings Bank
Massachusetts
$2.32M +$2.32M +54,924 New
CWM
2054
Circle Wealth Management
New Jersey
$2.32M -$281K -6,640 -11%
FPA
2055
First Pacific Advisors
California
$2.32M +$254K +6,000 +12%
CBA
2056
Coastal Bridge Advisors
Connecticut
$2.32M -$5.45M -126,452 -70%
BRF
2057
B. Riley Financial
California
$2.31M -$391K -9,236 -14%
MSA
2058
Marino Stram & Associates
Massachusetts
$2.29M +$2.29M +54,156 New
TSWM
2059
Triangle Securities Wealth Management
North Carolina
$2.29M -$203K -4,804 -8%
GTAM
2060
Global Trust Asset Management
Florida
$2.28M +$2.28M +53,928 New
WWM
2061
Wagner Wealth Management
South Carolina
$2.27M +$2.27M +51,816 New
TIM
2062
Thompson Investment Management
Wisconsin
$2.25M -$34.5K -816 -2%
FCIM
2063
Fairview Capital Investment Management
California
$2.25M +$65.8K +1,556 +3%
CIA
2064
Cascade Investment Advisors
Oregon
$2.25M -$18.6K -440 -0.8%
MSFP
2065
Mark Sheptoff Financial Planning
Connecticut
$2.25M -$50.4K -1,192 -2%
EF
2066
Exeter Financial
Arizona
$2.25M +$2.25M +53,144 New
IAS
2067
IMA Advisory Services
Colorado
$2.24M +$87.3K +2,064 +4%
CCP
2068
Corient Capital Partners
California
$2.23M -$82.2K -1,944 -4%
BC
2069
Burleson & Co
California
$2.23M +$2.23M +52,700 New
CFC
2070
Coyle Financial Counsel
Illinois
$2.23M +$2.23M +52,676 New
CA
2071
Cynosure Advisors
Utah
$2.23M +$2.23M +52,604 New
TVWM
2072
Tower View Wealth Management
Wisconsin
$2.22M +$2.22M +52,532 New
HFA
2073
Huber Financial Advisors
Illinois
$2.21M +$2.21M +52,244 New
PP
2074
Peconic Partners
New York
$2.21M – – –
SNBOSCI
2075
Security National Bank of Sioux City Iowa
Iowa
$2.21M -$34.9K -824 -2%
81 82
83
84 85