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Apple
AAPL

Overview Fund Activity

2,330 hedge funds and large institutions have $425B invested in Apple in 2015 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 922 increasing their positions, 1,124 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,330
Holders Change
+37
Holders Change %
+1.61%
% of All Funds
62.15%
Holding in Top 10
1,234
Holding in Top 10 Change
+82
Holding in Top 10 Change %
+7.12%
% of All Funds
32.92%
New
133
Increased
922
Reduced
1,124
Closed
73
Calls
$14.7B
Puts
$16.9B
Net Calls
-$2.18B
Net Calls Change
+$7.79B

Top Buyers

1
HSBC Holdings
1
HSBC Holdings
United Kingdom
$3.32B
2
SG Americas Securities
2
SG Americas Securities
New York
$2.33B
3
Deutsche Bank
3
Deutsche Bank
Germany
$4.39B
4
JHIU
4
Janus Henderson Investors US
Colorado
$4.03B
5
LPC
5
Lone Pine Capital
Connecticut
$851M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.95B
3
State Street
3
State Street
Massachusetts
$29.5B
4
Wells Fargo
4
Wells Fargo
California
$4.78B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$40.7B
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
2151
Lucus Advisors
New York
$528K +$24.5K +788 +5%
TA
2152
Teton Advisors
New York
$523K – – –
SRAM
2153
Stone Ridge Asset Management
New York
$523K – – –
MPMG
2154
Minneapolis Portfolio Management Group
Minnesota
$523K +$523K +16,800 New
LIM
2155
Loudon Investment Management
New Hampshire
$520K -$34.8K -1,120 -6%
RCM
2156
Rotella Capital Management
Washington
$520K +$520K +16,700 New
HCM
2157
Horrell Capital Management
Arkansas
$518K – – –
CA
2158
Cortland Associates
Missouri
$518K +$49.8K +1,600 +11%
BC
2159
Barnett & Company
Tennessee
$516K +$10.6K +340 +2%
OAJ
2160
Ogorek Anthony Joseph
New York
$516K +$71.4K +2,296 +16%
SSIA
2161
Spero-Smith Investment Advisers
Ohio
$510K – – –
SFI
2162
SPC Financial Inc
Maryland
$503K +$21.8K +700 +5%
VCAM
2163
Valentine Capital Asset Management
California
$489K -$360K -11,584 -42%
DPI
2164
Diversified Portfolios Inc
Michigan
$487K -$613K -19,704 -56%
CCMD
2165
Cypress Capital Management (Delaware)
Delaware
$486K +$215K +6,912 +79%
MAA
2166
Matrix Asset Advisors
New York
$483K +$124 +4 +0%
SRC
2167
Stone Run Capital
New York
$476K -$6.22K -200 -1%
HIC
2168
Holderness Investments Company
North Carolina
$476K – – –
MWP
2169
Moller Wealth Partners
$475K +$219K +7,060 +86%
AFS
2170
Aft Forsyth & Sober
Florida
$473K – – –
GWI
2171
Grace & White Inc
New York
$472K – – –
BWM
2172
Baystate Wealth Management
Massachusetts
$468K +$5.23K +168 +1%
CPP
2173
Crow Point Partners
Massachusetts
$468K +$468K +15,032 New
DWM
2174
Dakota Wealth Management
Florida
$467K -$7.72K -248 -2%
FGA
2175
Flood Gamble Associates
New York
$465K – – –
85 86
87
88 89