Apple
AAPL
2,050 hedge funds and large institutions have $282B invested in Apple in 2014 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 906 increasing their positions, 863 reducing their positions, and 105 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 906 | Existing positions reduced: 863
0% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 105
2% less call options, than puts
Call options by funds: $21.3B | Put options by funds: $21.7B
1% less funds holding
Funds holding: 2,072 → 2,050 (-22)
7% less funds holding in top 10
Funds holding in top 10: 917 → 856 (-61)
7% less capital invested
Capital invested by funds: $305B → $282B (-$22.6B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.92B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$1.59B |
| 3 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$1.49B |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.37B |
| 5 |
Goldman Sachs
New York
|
+$750M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.22B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.76B |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.39B |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.24B |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$870M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EU
2151
Emory University
Atlanta,
Georgia
| – | -$79K | -3,976 | Closed |
|
|
TCM
2152
Tributary Capital Management
Omaha,
Nebraska
| – | -$56K | -2,800 | Closed |
|
|
YL
2153
YCG LLC
Austin,
Texas
| – | -$8K | -420 | Closed |
|
|
PFG
2154
Piershale Financial Group
Barrington,
Illinois
| – | -$2K | -112 | Closed |
|
2155
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$500M | +26,270,160 | +55% |
|
AAPL Hedge Fund Activity: Q1 2014 in Review
2,050 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2014, worth a combined $282B — down 7.4% from $305B a quarter earlier.
Fund positioning in AAPL was balanced in Q1 2014: 105 funds opened new positions, 105 closed out, 906 added to existing stakes and 863 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.92B. The largest seller was Susquehanna International Group, cutting an estimated $2.22B.
- 2,050 institutional investors held Apple (AAPL) as of Q1 2014, down from 2,072 in Q4 2013.
- Funds reported $282B of Apple stock for Q1 2014, down 7.4% quarter-over-quarter.
- 105 funds opened new Apple positions in Q1 2014 and 105 closed out, a net change of 0 holders.
- The largest Apple buyer in Q1 2014 was Capital World Investors, an estimated $1.92B added.
- The largest Apple seller in Q1 2014 was Susquehanna International Group, an estimated $2.22B sold.
Based on aggregated 13F filings for Q1 2014.