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Apple
AAPL

Overview Fund Activity

2,801 hedge funds and large institutions have $528B invested in Apple in 2017 Q4 according to their latest regulatory filings, with 377 funds opening new positions, 917 increasing their positions, 1,308 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,801
Holders Change
+279
Holders Change %
+11.06%
% of All Funds
63.62%
Holding in Top 10
1,374
Holding in Top 10 Change
+134
Holding in Top 10 Change %
+10.81%
% of All Funds
31.21%
New
377
Increased
917
Reduced
1,308
Closed
69
Calls
$15.1B
Puts
$23.2B
Net Calls
-$8.11B
Net Calls Change
-$5.64B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$5.29B
2
Morgan Stanley
Morgan Stanley
New York
+$951M
3
BlackRock
BlackRock
New York
+$865M
4
AAMU
Amundi Asset Management US
Massachusetts
+$753M
5
Goldman Sachs
Goldman Sachs
New York
+$715M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.02B
2
Capital World Investors
Capital World Investors
California
-$1.74B
3
Capital Research Global Investors
Capital Research Global Investors
California
-$1.66B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.03B
5
Credit Agricole
Credit Agricole
France
-$614M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2126
Aviance Capital Management
Florida
$1.98M -$574K -13,564 -23%
TBNY
2127
Trustco Bank (New York)
New York
$1.96M -$18.6K -440 -0.9%
VSWA
2128
Vontobel Swiss Wealth Advisors
Switzerland
$1.96M -$220K -5,200 -10%
PBO
2129
Peoples Bank (Ohio)
Ohio
$1.95M -$15.2K -360 -0.8%
DC
2130
Derby & Company
Massachusetts
$1.94M +$1.94M +45,928 New
FMTCOCP
2131
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M -$40.6K -960 -2%
KA
2132
Kaizen Advisory
Illinois
$1.94M +$1.94M +45,876 New
OWP
2133
Obermeyer Wealth Partners
Colorado
$1.93M +$203K +4,792 +12%
ME
2134
McIlrath & Eck
Washington
$1.93M +$1.93M +45,648 New
SNBOSD
2135
Security National Bank of So Dak
Iowa
$1.93M -$21K -496 -1%
PG
2136
Proffitt & Goodson
Tennessee
$1.92M -$226K -5,352 -11%
HPWM
2137
Highland Private Wealth Management
Washington
$1.91M -$16.1K -380 -0.8%
AL
2138
Aspiriant LLC
California
$1.91M -$19.7M -464,680 -91%
Polen Capital Management
2139
Polen Capital Management
Florida
$1.9M +$131K +3,100 +7%
MCM
2140
Mork Capital Management
California
$1.9M – – –
WGCA
2141
Wolf Group Capital Advisors
Virginia
$1.89M +$773K +18,268 +69%
FIM
2142
Fruth Investment Management
Texas
$1.88M – – –
SG
2143
Somerset Group
Minnesota
$1.87M – – –
PCM
2144
Price Capital Management
Louisiana
$1.86M +$1.86M +43,908 New
KFP
2145
Keystone Financial Planning
Ohio
$1.85M – – –
PWMAG
2146
Pinnacle Wealth Management Advisory Group
New Jersey
$1.85M +$27.8K +656 +2%
TIM
2147
Tortoise Investment Management
New York
$1.84M -$37.7K -892 -2%
WCM
2148
Windsor Capital Management
Arizona
$1.83M +$147K +3,464 +9%
NCM
2149
Northwest Capital Management
Oregon
$1.83M +$1.83M +43,196 New
KA
2150
KLCM Advisors
Wisconsin
$1.82M +$379K +8,960 +26%
84 85
86
87 88