AAPL icon

Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSS
2076
Mitchell Sinkler & Starr
Pennsylvania
$592K +$18.2K +660 +3%
KFA
2077
Kelleher Financial Advisors
New York
$590K – – –
CCM
2078
CWH Capital Management
Washington
$589K +$17.9K +648 +3%
DLG
2079
Daniel L. Goodwin
$579K – – –
SCM
2080
Stellar Capital Management
Arizona
$573K – – –
HCM
2081
HM Capital Management
Missouri
$562K +$562K +20,316 New
FI
2082
FormulaFolio Investments
Michigan
$562K +$562K +20,376 New
FNBOH
2083
First National Bank of Hutchinson
Kansas
$554K +$7.06K +256 +1%
IP
2084
Investment Partners
Ohio
$552K +$552K +19,924 New
MCM
2085
Mitchell Capital Management
Kansas
$549K -$4.64K -168 -0.8%
DAM
2086
Delta Asset Management
Tennessee
$548K +$11K +400 +2%
TCM
2087
Towercrest Capital Management
Pennsylvania
$548K +$548K +19,864 New
SAM
2088
Strategy Asset Managers
California
$547K +$18.8K +680 +4%
AWM
2089
AllSquare Wealth Management
New York
$544K +$544K +19,716 New
BC
2090
Brinker Capital
Pennsylvania
$542K -$49.5K -1,792 -8%
QI
2091
Qualcomm Inc
California
$541K -$26.8M -971,600 -98%
HWA
2092
Heritage Wealth Advisors
Virginia
$539K -$78.3K -2,836 -13%
CC
2093
Callan Capital
California
$534K -$96.2K -3,484 -15%
OA
2094
Oxbow Advisors
Texas
$533K +$116K +4,200 +28%
TSS
2095
Two Sigma Securities
New York
$528K +$528K +19,136 New
AFIA
2096
America First Investment Advisors
Nebraska
$525K -$33.1K -1,200 -6%
RB
2097
Rodgers Brothers
Pennsylvania
$519K – – –
BA
2098
Bennicas & Associates
California
$516K +$2.76K +100 +0.5%
NERM
2099
New England Research & Management
Illinois
$510K +$60.8K +2,200 +14%
CPA
2100
Cowen Prime Advisors
New York
$509K +$993 +36 +0.2%
82 83
84
85 86