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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
IAA
2101
Ironsides Asset Advisors
North Carolina
$1.23M -$259K -7,000 -17%
AIP
2102
Almanack Investment Partners
Pennsylvania
$1.22M -$759K -20,540 -38%
PCFFS
2103
Pacific Center for Financial Services
California
$1.22M -$129K -3,484 -9%
FVCM
2104
F&V Capital Management
Florida
$1.22M -$134K -3,632 -10%
MCMT
2105
Moon Capital Management (Tennessee)
Tennessee
$1.21M +$386K +10,440 +45%
1GA
2106
1st Global Advisors
Texas
$1.21M -$15.2K -412 -1%
GCM
2107
Glynn Capital Management
California
$1.21M
NFG
2108
Noven Financial Group
Colorado
$1.2M +$152K +4,124 +14%
SQA
2109
Simon Quick Advisors
New Jersey
$1.2M +$111K +3,004 +10%
LYV
2110
Live Your Vision
Pennsylvania
$1.19M -$286K -7,748 -20%
DAM
2111
Delta Asset Management
Tennessee
$1.19M -$74.8K -2,024 -6%
FFW
2112
Fusion Family Wealth
New York
$1.19M -$24.5K -664 -2%
FCB
2113
First Command Bank
Texas
$1.19M +$36.8K +996 +3%
FCFS
2114
First Command Financial Services
Texas
$1.19M +$36.8K +996 +3%
CI
2115
CAZ Investments
Texas
$1.19M -$282K -7,640 -19%
NWM
2116
Northwest Wealth Management
Iowa
$1.19M +$2.22K +60 +0.2%
WGCA
2117
Wolf Group Capital Advisors
Virginia
$1.18M -$84.9K -2,296 -7%
RPGK
2118
Retirement Planning Group (Kansas)
Kansas
$1.18M -$296K -8,004 -20%
JFA
2119
JNBA Financial Advisors
Minnesota
$1.18M -$7.39K -200 -0.6%
DDC
2120
DF Dent & Co
Maryland
$1.17M +$324K +8,772 +37%
EDRIA
2121
Edmonds Duncan Registered Investment Advisors
Kansas
$1.17M +$444K +12,008 +59%
PP
2122
Peconic Partners
New York
$1.16M
BWM
2123
Baystate Wealth Management
Massachusetts
$1.16M +$291K +7,884 +23%
SLT
2124
St Louis Trust
Missouri
$1.15M
FAN
2125
Financial Advisors Network
California
$1.15M +$144K +3,896 +14%

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.