AAPL icon

Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
$3.32B
2
SG Americas Securities
SG Americas Securities
New York
$2.33B
3
Deutsche Bank
Deutsche Bank
Germany
$4.39B
4
JHIU
Janus Henderson Investors US
Colorado
$4.03B
5
LPC
Lone Pine Capital
Connecticut
$851M

Top Sellers

1
LTI
Laffer Tengler Investments
Tennessee
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.95B
3
State Street
State Street
Massachusetts
$29.5B
4
Wells Fargo
Wells Fargo
California
$4.78B
5
Vanguard Group
Vanguard Group
Pennsylvania
$40.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
2101
Rational Advisors
New York
$662K -$216K -6,944 -25%
RTS
2102
Round Table Services
New Jersey
$659K -$26.1K -840 -4%
DOA
2103
D'Orazio & Associates
Virginia
$658K +$261K +8,400 +66%
Pacer Advisors
2104
Pacer Advisors
Pennsylvania
$655K +$655K +21,072 New
DLG
2105
Daniel L. Goodwin
$654K – – –
MWAN
2106
Mariner Wealth Advisors (NYC)
Kansas
$654K +$654K +21,020 New
EAMA
2107
EFG Asset Management (Americas)
Florida
$642K -$552K -17,744 -46%
AIM
2108
Assured Investment Management
New York
$635K +$635K +20,400 New
DAM
2109
Delta Asset Management
Tennessee
$631K +$13.7K +440 +2%
HCM
2110
HM Capital Management
Missouri
$630K – – –
DMK
2111
David M. Knott
$628K +$498K +16,000 +381%
JC
2112
Jetstream Capital
Tennessee
$622K +$622K +20,000 New
ECM
2113
Empirical Capital Management
Tennessee
$622K +$622K +20,000 New
AWM
2114
AllSquare Wealth Management
New York
$621K +$7.22K +232 +1%
BCA
2115
Bernzott Capital Advisors
California
$618K -$67.9K -2,184 -10%
MCM
2116
Mitchell Capital Management
Kansas
$618K – – –
BL
2117
Balentine LLC
Georgia
$618K +$618K +19,864 New
HCM
2118
Hengehold Capital Management
Ohio
$616K -$91.7K -2,948 -13%
SS
2119
Simplicity Solutions
Minnesota
$611K -$193K -6,216 -24%
QI
2120
Qualcomm Inc
California
$610K – – –
BA
2121
Bennicas & Associates
California
$600K +$18K +580 +3%
CPA
2122
Court Place Advisors
Maryland
$595K +$44.4K +1,428 +8%
TGI
2123
Tradewinds Global Investors
California
$594K +$594K +19,272 New
AFIA
2124
America First Investment Advisors
Nebraska
$592K – – –
CPA
2125
Cowen Prime Advisors
New York
$587K +$13.6K +436 +2%
83 84
85
86 87