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Apple
AAPL

Overview Fund Activity

2,384 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 871 increasing their positions, 1,217 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,384
Holders Change
+45
Holders Change %
+1.92%
% of All Funds
63.71%
Holding in Top 10
1,110
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.55%
% of All Funds
29.66%
New
141
Increased
871
Reduced
1,217
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.3B
2
Capital World Investors
2
Capital World Investors
California
$4.33B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.8B
4
Franklin Resources
4
Franklin Resources
California
$2.75B
5
Coatue Management
5
Coatue Management
New York
$735M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.46B
2
Flossbach Von Storch
2
Flossbach Von Storch
Germany
$101M
3
SG Americas Securities
3
SG Americas Securities
New York
$20.8M
4
GE
4
General Electric
Ohio
$0
5
Jennison Associates
5
Jennison Associates
New York
$2.57B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
2176
Highwater Wealth Management
Colorado
$515K +$515K +18,236 New
EC
2177
Eachwin Capital
New York
$512K – – –
FCM
2178
Firsthand Capital Management
California
$508K -$3.39M -120,000 -87%
MUS
2179
Mitsubishi UFJ Securities
Japan
$508K -$39.6K -1,400 -7%
KIG
2180
Kessler Investment Group
Indiana
$507K -$30.8K -1,092 -6%
CA
2181
Cortland Associates
Missouri
$505K +$43.8K +1,548 +9%
SDWMA
2182
Schneider Downs Wealth Management Advisors
Pennsylvania
$501K +$77.1K +2,728 +18%
AA
2183
Alesco Advisors
New York
$496K -$84K -2,972 -14%
HCM
2184
Hengehold Capital Management
Ohio
$495K +$86.2K +3,048 +21%
SGS
2185
Sterling Global Strategies
California
$495K +$139K +4,904 +39%
JGGDR
2186
JGP Global Gestao de Recursos
Brazil
$492K -$280K -9,920 -36%
FNBOH
2187
First National Bank of Hutchinson
Kansas
$491K – – –
PA
2188
Probity Advisors
Texas
$487K +$15.3K +540 +3%
CC
2189
Cedar Capital
Illinois
$487K +$152K +5,388 +45%
LIM
2190
Loudon Investment Management
New Hampshire
$486K -$6.33K -224 -1%
William Blair Investment Management
2191
William Blair Investment Management
Illinois
$485K -$74.3M -2,630,916 -99%
PM
2192
Penbrook Management
New York
$483K -$1.03M -36,480 -68%
GEM
2193
Global Endowment Management
North Carolina
$483K – – –
HW
2194
Hancock Whitney
Mississippi
$478K +$44.7K +1,580 +10%
MIM
2195
Miller Investment Management
Pennsylvania
$477K -$4.07K -144 -0.8%
TCM
2196
TD Capital Management
Tennessee
$477K – – –
MPMG
2197
Minneapolis Portfolio Management Group
Minnesota
$475K -$12.7K -448 -3%
CAM
2198
Cidel Asset Management
Ontario, Canada
$472K -$1.47K -52 -0.3%
SRSA
2199
S.R. Schill & Associates
Washington
$472K +$105K +3,724 +29%
SFI
2200
SPC Financial Inc
Maryland
$467K +$53.4K +1,892 +13%
86 87
88
89 90