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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 %
PM
2176
Penbrook Management
New York
$345K – – –
CCG
2177
Chatham Capital Group
Georgia
$345K – – –
SC
2178
Schulhoff & Co
Ohio
$339K – – –
CIC
2179
Chilton Investment Company
Connecticut
$338K -$42.8K -1,552 -11%
FBT
2180
Founders Bank & Trust
Michigan
$337K – – –
WGCA
2181
Wolf Group Capital Advisors
Virginia
$335K – – –
EM
2182
Excalibur Management
Massachusetts
$334K -$60.6K -2,200 -15%
SLA
2183
Silver Lake Advisory
Utah
$332K -$3.64K -132 -1%
KA
2184
Klingman & Associates
New York
$332K +$332K +12,040 New
LSC
2185
Lesa Sroufe & Co
Washington
$331K -$48.5K -1,756 -13%
SIM
2186
Sadoff Investment Management
Wisconsin
$330K +$14.1K +512 +4%
HCM
2187
Hutchinson Capital Management
California
$321K +$994 +36 +0.3%
PVWM
2188
Point View Wealth Management
New Jersey
$321K +$10.4K +376 +3%
ACM
2189
Ativo Capital Management
Illinois
$320K – – –
HM
2190
Harvest Management
New York
$317K -$69.6K -2,520 -18%
OPTFSNA
2191
Old Point Trust & Financial Services N A
Virginia
$311K -$11.1K -400 -3%
GC
2192
Gibson Capital
Pennsylvania
$311K +$81.4K +2,980 +35%
CCA
2193
Conestoga Capital Advisors
Pennsylvania
$305K +$30.9K +1,120 +11%
KIC
2194
Keating Investment Counselors
Florida
$304K – – –
BSWM
2195
Boston Standard Wealth Management
Massachusetts
$303K +$303K +11,028 New
CMBA
2196
C.M. Bidwell & Associates
Hawaii
$301K -$85.6K -3,100 -22%
BFM
2197
Boothbay Fund Management
New York
$300K +$300K +43,488 New
PIM
2198
Perkins Investment Management
Illinois
$298K -$88.3K -3,200 -23%
CISOA
2199
Capital Investment Services of America
Wisconsin
$295K – – –
IAMOG
2200
Investors Asset Management of Georgia
Georgia
$295K +$295K +10,700 New
86 87
88
89 90