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Apple
AAPL

Overview Fund Activity

3,337 hedge funds and large institutions have $667B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 1,188 increasing their positions, 1,853 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,337
Holders Change
-15
Holders Change %
-0.45%
% of All Funds
73.71%
Holding in Top 10
1,878
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+1.51%
% of All Funds
41.48%
New
156
Increased
1,188
Reduced
1,853
Closed
119
Calls
$21.9B
Puts
$24.8B
Net Calls
-$2.88B
Net Calls Change
+$2.91B

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.88B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.13B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.07B
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.05B
5
HHII
H&H International Investment
California
+$867M

Top Sellers

1
JFA
Johanson Financial Advisors
California
-$4.28B
2
Goldman Sachs
Goldman Sachs
New York
-$1.24B
3
Norges Bank
Norges Bank
Norway
-$939M
4
Bank of America
Bank of America
North Carolina
-$915M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
2051
Voit & Company
Wisconsin
$4.16M -$355K -5,588 -8%
BEAM
2052
Baker Ellis Asset Management
Washington
$4.16M +$155K +2,440 +4%
AIP
2053
Almanack Investment Partners
Pennsylvania
$4.15M +$1.02M +16,092 +33%
CHJWM
2054
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.14M -$24.2K -336 -0.6%
CWM
2055
Confluence Wealth Management
Oregon
$4.14M -$102K -1,612 -2%
NL
2056
NVWM LLC
Pennsylvania
$4.14M -$1.49M -23,388 -26%
WAOTB
2057
Wealth Advisors of Tampa Bay
Florida
$4.13M -$6.36K -100 -0.2%
APWM
2058
Atlas Private Wealth Management
New York
$4.12M +$27.5K +432 +0.7%
SFSG
2059
Stearns Financial Services Group
North Carolina
$4.12M -$531K -8,356 -11%
BI
2060
Ballast Inc
Kentucky
$4.12M +$3.05K +48 +0.1%
QCM
2061
Quest Capital Management
Texas
$4.12M +$246K +3,876 +6%
PAM
2062
Peninsula Asset Management
Florida
$4.12M +$231K +3,636 +6%
BCM
2063
Bourgeon Capital Management
Connecticut
$4.11M +$285K +4,488 +7%
GIM
2064
Guild Investment Management
California
$4.11M -$531K -8,360 -11%
OAM
2065
Occidental Asset Management
California
$4.11M -$529K -8,324 -11%
COF
2066
Capital One Financial
Virginia
$4.1M +$4.1M +64,512 New
MIM
2067
Moseley Investment Management
Florida
$4.1M -$57.5K -904 -1%
DTC
2068
Davidson Trust Company
Washington
$4.09M +$168K +2,644 +4%
TPA
2069
Trivium Point Advisory
Connecticut
$4.09M +$21K +316 +0.5%
BFM
2070
Boothbay Fund Management
New York
$4.09M +$1.1M +17,324 +37%
EI
2071
Ellevest Inc
New York
$4.08M +$641K +10,088 +19%
AWM
2072
Apollon Wealth Management
South Carolina
$4.08M +$178K +2,804 +5%
MWA
2073
MFA Wealth Advisors
Pennsylvania
$4.08M +$3.1M +48,524 +317%
PPP
2074
Private Portfolio Partners
New Jersey
$4.08M +$2.8K +44 +0.1%
LFM
2075
Lumina Fund Management
New York
$4.07M – – –
81 82
83
84 85