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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 %
CC
2201
Callan Capital
California
$377K -$225K -7,220 -37%
PVWM
2202
Point View Wealth Management
New Jersey
$376K +$14.1K +452 +4%
KA
2203
Klingman & Associates
New York
$375K – – –
SLA
2204
Silver Lake Advisory
Utah
$375K +$1.12K +36 +0.3%
LSC
2205
Lesa Sroufe & Co
Washington
$373K – – –
KIC
2206
Keating Investment Counselors
Florida
$369K +$26.1K +840 +8%
AAC
2207
Asset Advisors Corp
Georgia
$362K +$46.7K +1,500 +15%
AA
2208
Alesco Advisors
New York
$357K +$49.8K +1,600 +16%
HIM
2209
Hanlon Investment Management
New Jersey
$356K +$37.4K +1,200 +12%
TFA
2210
Toth Financial Advisory
Virginia
$353K +$47.1K +1,512 +15%
OPTFSNA
2211
Old Point Trust & Financial Services N A
Virginia
$351K – – –
OWP
2212
Obermeyer Wealth Partners
Colorado
$347K -$185K -5,924 -35%
CCA
2213
Conestoga Capital Advisors
Pennsylvania
$344K – – –
AHB
2214
Abner Herrman & Brock
New Jersey
$343K -$124K -3,976 -26%
Simplex Trading
2215
Simplex Trading
Illinois
$342K -$36.8M -1,182,152 -99%
FCMC
2216
Founders Capital Management (Connecticut)
Connecticut
$342K +$102K +3,280 +42%
BSWM
2217
Boston Standard Wealth Management
Massachusetts
$339K -$8.83K -280 -3%
CMBA
2218
C.M. Bidwell & Associates
Hawaii
$339K – – –
SIM
2219
Sadoff Investment Management
Wisconsin
$335K -$37.3K -1,200 -10%
IAMOG
2220
Investors Asset Management of Georgia
Georgia
$333K – – –
CP
2221
Cumberland Partners
Ontario, Canada
$332K -$37.6M -1,207,996 -99%
CISOA
2222
Capital Investment Services of America
Wisconsin
$332K – – –
HK
2223
Horizon Kinetics
New York
$331K -$132K -4,252 -29%
PWS
2224
Peloton Wealth Strategists
Indiana
$330K +$124 +4 +0%
FMP
2225
Financial Management Professionals
Texas
$329K -$84.6K -2,720 -20%
87 88
89
90 91