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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
TFCP
2076
Twin Focus Capital Partners
Massachusetts
$1.31M -$25.3K -684 -2%
AHB
2077
Abner Herrman & Brock
New Jersey
$1.31M +$15.1K +408 +1%
CPA
2078
Court Place Advisors
Maryland
$1.31M
FCCM
2079
First City Capital Management
Georgia
$1.31M +$148 +4 +0%
OWP
2080
Obermeyer Wealth Partners
Colorado
$1.31M -$19.2K -520 -1%
CCP
2081
Clarkston Capital Partners
Michigan
$1.3M
IAM
2082
Integre Asset Management
New York
$1.3M -$509K -13,768 -28%
LCC
2083
Lincoln Capital Corp
Rhode Island
$1.29M +$64.3K +1,740 +5%
IWA
2084
Intercontinental Wealth Advisors
Texas
$1.28M -$59.3K -1,604 -4%
BIAS
2085
Beacon Investment Advisory Services
New Jersey
$1.28M +$295K +7,972 +29%
PCMM
2086
Private Capital Management (Minnesota)
Minnesota
$1.27M -$73.9K -2,000 -5%
IIC
2087
Integrated Investment Consultants
Michigan
$1.27M +$1.63K +44 +0.1%
FWCM
2088
First Western Capital Management
California
$1.27M -$743K -20,084 -36%
Verition Fund Management
2089
Verition Fund Management
Connecticut
$1.27M -$1.53M -41,372 -54%
QAM
2090
Quantres Asset Management
Cayman Islands
$1.27M +$1.3M +35,200 New
TFF
2091
The Family Firm
Maryland
$1.26M -$125K -3,392 -9%
DAM
2092
Deltec Asset Management
New York
$1.26M
CCM
2093
Context Capital Management
California
$1.25M
PRS
2094
Pinkerton Retirement Specialists
Idaho
$1.25M +$58.4K +1,580 +5%
SFPIA
2095
Stevens First Principles Investment Advisors
California
$1.25M +$444 +12 +0%
GAM
2096
Gemmer Asset Management
California
$1.25M +$153K +4,136 +14%
AEPG
2097
American Economic Planning Group
New Jersey
$1.24M -$219K -5,916 -15%
First Eagle Investment Management
2098
First Eagle Investment Management
New York
$1.24M
VA
2099
Valmark Advisers
Ohio
$1.24M +$64.8K +1,752 +5%
CMANY
2100
Capital Management Associates (New York)
New York
$1.24M -$16.4K -444 -1%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.