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Apple
AAPL

Overview Fund Activity

2,122 hedge funds and large institutions have $360B invested in Apple in 2014 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 820 increasing their positions, 1,043 reducing their positions, and 70 closing their positions.

Holders
2,122
Holders Change
+4
Holders Change %
+0.19%
% of All Funds
61.61%
Holding in Top 10
1,032
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+3.82%
% of All Funds
29.97%
New
98
Increased
820
Reduced
1,043
Closed
70
Calls
$24.8B
Puts
$27.1B
Net Calls
-$2.37B
Net Calls Change
-$7.78B

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.05B
2
Deutsche Bank
2
Deutsche Bank
Germany
$2.64B
3
WRF
3
Waddell & Reed Financial
Kansas
$1.61B
4
MCM
4
Marsico Capital Management
Colorado
$436M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$33B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$4.6B
2
Capital World Investors
2
Capital World Investors
California
$1.46B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.5B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$1.45B
5
Invesco
5
Invesco
Georgia
$7.08B
Name Market Value Shares Shares
Change 		Shares
Change %
CG
2076
Corundum Group
Colorado
$221K 2,197 +21 +1%
MCC
2077
Malaga Cove Capital
California
$219K 2,173 – –
BAM
2078
Banta Asset Management
California
$218K 2,204 +2,204 New
TFA
2079
Toth Financial Advisory
Virginia
$216K 2,140 +2,140 New
SMA
2080
Simply Money Advisors
Ohio
$216K 2,146 +2,146 New
CCMD
2081
Cypress Capital Management (Delaware)
Delaware
$214K 2,125 +2,125 New
CFG
2082
CKW Financial Group
Hawaii
$213K 2,113 -155 -7%
GC
2083
Gibson Capital
Pennsylvania
$211K 2,100 +2,100 New
MMM
2084
Mendel Money Management
Illinois
$209K 2,072 +2,072 New
SAM
2085
Shamrock Asset Management
Texas
$208K 2,067 -70 -3%
MKC
2086
M. Kraus & Co
Vermont
$207K 2,051 +2,051 New
SWM
2087
Strategic Wealth Management
Washington
$205K 2,030 +2,030 New
MC
2088
Maplelane Capital
New York
$202K 2,001 +2,000 +200,000%
WA
2089
Waverly Advisors
Alabama
$199K 1,973 -493 -20%
DA
2090
Dunvegan Associates
California
$197K 1,960 – –
WCM
2091
Wealthcare Capital Management
Virginia
$192K 1,904 +588 +45%
SAS
2092
Stelac Advisory Services
New York
$188K 1,869 -4,760 -72%
DIP
2093
DT Investment Partners
Pennsylvania
$184K 1,829 +1,829 New
IRS
2094
Invictus RG (Singapore)
Singapore
$177K 1,754 -2,985 -63%
PC
2095
Pier Capital
Connecticut
$166K 1,651 -71 -4%
TCM
2096
TD Capital Management
Tennessee
$161K 1,601 +5 +0.3%
FA
2097
Financial Advantage
Maryland
$157K 1,561 – –
PR
2098
Payden & Rygel
California
$141K 1,400 – –
SC
2099
SRB Corp
Massachusetts
$139K 1,378 +1,378 New
PIMJS
2100
PKO Investment Management Joint-Stock
Poland
$137K 1,360 -12,545 -90%
82 83
84
85 86