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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
2101
Gemmer Asset Management
California
$899K +$50.3K +1,736 +6%
WIM
2102
Weitz Investment Management
Nebraska
$897K -$485K -16,756 -35%
FAN
2103
Financial Advisors Network
California
$893K +$893K +29,328 New
HS
2104
Huntington Steele
Pennsylvania
$881K +$12K +416 +1%
VNA
2105
VNBTrust National Association
Virginia
$878K -$31.9K -1,100 -4%
ACM
2106
Argent Capital Management
Missouri
$873K -$17.4K -600 -2%
DAM
2107
Delta Asset Management
Tennessee
$873K +$20.3K +700 +2%
GMA
2108
Goldstein Munger & Associates
California
$872K – – –
BHTS
2109
Bar Harbor Trust Services
Maine
$870K -$5.45K -188 -0.6%
KM
2110
Kalos Management
Georgia
$869K -$220K -7,616 -20%
ANTB
2111
AMG National Trust Bank
Colorado
$869K +$46.8K +1,616 +6%
QIM
2112
Quantitative Investment Management
Virginia
$868K -$47.9M -1,654,400 -98%
NFG
2113
Noven Financial Group
Colorado
$857K -$872K -30,092 -50%
MPIA
2114
Mountain Pacific Investment Advisers
Idaho
$856K +$83.9K +2,900 +11%
WCM
2115
Windsor Capital Management
Arizona
$851K -$47.8K -1,652 -5%
DAC
2116
Dividend Assets Capital
South Carolina
$844K +$84.9K +2,932 +11%
HCM
2117
HMS Capital Management
Tennessee
$843K -$122K -4,216 -13%
BWM
2118
Baystate Wealth Management
Massachusetts
$843K -$27.5K -948 -3%
FFS
2119
Founders Financial Securities
Maryland
$831K -$93.4K -3,224 -10%
ZF
2120
Zhang Financial
Michigan
$820K +$1.44K +48 +0.2%
BBI
2121
Baxter Bros Inc
Connecticut
$818K -$9.27K -320 -1%
MAP
2122
Managed Asset Portfolios
Michigan
$817K +$817K +28,200 New
GIC
2123
GFI Investment Counsel
Ontario, Canada
$817K +$817K +28,208 New
JRP
2124
Jasper Ridge Partners
California
$815K – – –
RA
2125
Rational Advisors
New York
$811K +$645K +21,884 +388%
83 84
85
86 87