Apple
AAPL
2,120 hedge funds and large institutions have $347B invested in Apple in 2014 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 819 increasing their positions, 1,019 reducing their positions, and 61 closing their positions.
130% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 61
26% more call options, than puts
Call options by funds: $26.3B | Put options by funds: $20.9B
23% more capital invested
Capital invested by funds: $282B → $347B (+$65B)
16% more funds holding in top 10
Funds holding in top 10: 856 → 996 (+140)
3% more funds holding
Funds holding: 2,050 → 2,120 (+70)
20% less repeat investments, than reductions
Existing positions increased: 819 | Existing positions reduced: 1,019
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$3.65B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.45B |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1B |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$743M |
| 5 |
Coatue Management
New York
|
+$724M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$780M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$712M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$701M |
| 4 |
State Street
Boston,
Massachusetts
|
-$647M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$590M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
2176
Assured Investment Management
New York
| – | -$72.1K | -3,388 | Closed |
|
|
LCM
2177
Laurion Capital Management
New York
| – | -$59.6K | -2,800 | Closed |
|
|
PFG
2178
Pacific Financial Group
Bellevue,
Washington
| – | -$16K | -840 | Closed |
|
|
IFA
2179
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$4K | -224 | Closed |
|
|
PHK
2180
Point72 Hong Kong
Hong Kong
| – | -$1K | -28 | Closed |
|
|
MC
2181
Maplelane Capital
New York
| – | +$85 | +4 | New |
|
2182
Bank of Montreal
Toronto,
Ontario, Canada
| – | +$251M | +11,788,516 | +16% |
|
AAPL Hedge Fund Activity: Q2 2014 in Review
2,120 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2014, worth a combined $347B — up 23% from $282B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new AAPL positions and 61 closed out — a net gain of 79 holders — while 819 added to existing stakes and 1,019 trimmed.
The largest buyer was Norges Bank, adding an estimated $3.65B. The largest seller was BlackRock Institutional Trust, cutting an estimated $780M.
- 2,120 institutional investors held Apple (AAPL) as of Q2 2014, up from 2,050 in Q1 2014.
- Funds reported $347B of Apple stock for Q2 2014, up 23% quarter-over-quarter.
- 140 funds opened new Apple positions in Q2 2014 and 61 closed out, a net change of +79 holders.
- The largest Apple buyer in Q2 2014 was Norges Bank, an estimated $3.65B added.
- The largest Apple seller in Q2 2014 was BlackRock Institutional Trust, an estimated $780M sold.
Based on aggregated 13F filings for Q2 2014.