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Apple
AAPL

Overview Fund Activity

2,293 hedge funds and large institutions have $397B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 837 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,293
Holders Change
+171
Holders Change %
+8.06%
% of All Funds
61.2%
Holding in Top 10
1,152
Holding in Top 10 Change
+120
Holding in Top 10 Change %
+11.63%
% of All Funds
30.74%
New
263
Increased
837
Reduced
1,034
Closed
68
Calls
$16.6B
Puts
$26.6B
Net Calls
-$9.98B
Net Calls Change
-$7.6B

Top Buyers

1
ACM
Americafirst Capital Management
California
+$618M
2
BFA
BlackRock Fund Advisors
California
+$597M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$571M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$549M
5
MTIM
Marathon Trading Investment Management
Pennsylvania
+$492M

Top Sellers

1
IC
Icahn Carl
Florida
-$5.32B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.4B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.48B
4
Goldman Sachs
Goldman Sachs
New York
-$1.27B
5
Invesco
Invesco
Georgia
-$859M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
2151
Baystate Wealth Management
Massachusetts
$411K -$7.96K -288 -2%
HK
2152
Horizon Kinetics
New York
$411K +$75.4K +2,728 +22%
ZTNA
2153
Zions Trust National Association
Utah
$408K -$19.4K -700 -5%
AT
2154
Acadia Trust
Maine
$408K – – –
ACS
2155
Archford Capital Strategies
Illinois
$401K -$5.97K -216 -1%
RC
2156
Reik & Co
New York
$399K – – –
SRC
2157
Stone Run Capital
New York
$395K +$33.6K +1,320 +9%
OAJ
2158
Ogorek Anthony Joseph
New York
$395K +$395K +14,300 New
GA
2159
Geller Advisors
New York
$394K -$233K -8,444 -37%
Verition Fund Management
2160
Verition Fund Management
Connecticut
$384K -$591K -21,396 -61%
BGDI
2161
BW Gestao de Investimentos
Brazil
$380K -$14.5K -524 -4%
SCA
2162
Sippican Capital Advisors
Massachusetts
$375K +$3.31K +120 +0.9%
FNBSF
2163
First National Bank Sioux Falls
South Dakota
$373K -$36.2K -1,312 -9%
CFN
2164
Cordasco Financial Network
Florida
$370K +$22.1K +800 +6%
SKK
2165
Shepherd Kaplan Krochuk
Massachusetts
$368K -$154K -5,560 -29%
FMP
2166
Financial Management Professionals
Texas
$367K +$88.5K +3,204 +32%
HIM
2167
Hillsdale Investment Management
Ontario, Canada
$364K -$44.2K -1,600 -11%
DSA
2168
Davis Selected Advisers
Arizona
$363K – – –
FIMG
2169
Financial & Investment Management Group
Michigan
$362K – – –
PTC
2170
Provident Trust Company
Wisconsin
$361K -$38.7K -1,400 -10%
KPA
2171
Keel Point Advisors
Virginia
$354K +$354K +12,840 New
FPFS
2172
First Personal Financial Services
North Carolina
$354K +$354K +12,864 New
QC
2173
QCM Cayman
Texas
$353K -$20.1K -728 -5%
LFR
2174
Lehman Financial Resources
Pennsylvania
$353K -$18.8K -680 -5%
DOA
2175
D'Orazio & Associates
Virginia
$352K +$106K +3,832 +43%
85 86
87
88 89