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2,390 hedge funds and large institutions have $351B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 872 increasing their positions, 1,220 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 71

19% more capital invested

Capital invested by funds: $296B → $351B (+$55B)

15% more call options, than puts

Call options by funds: $16.9B | Put options by funds: $14.6B

14% more funds holding in top 10

Funds holding in top 10: 9731,114 (+141)

2% more funds holding

Funds holding: 2,3442,390 (+46)

29% less repeat investments, than reductions

Existing positions increased: 872 | Existing positions reduced: 1,220

Holders
2,390
Holders Change
+46
Holders Change %
+1.96%
% of All Funds
63.75%
Holding in Top 10
1,114
Holding in Top 10 Change
+141
Holding in Top 10 Change %
+14.49%
% of All Funds
29.71%
New
142
Increased
872
Reduced
1,220
Closed
71
Calls
$16.9B
Puts
$14.6B
Net Calls
+$2.25B
Net Calls Change
+$1.68B
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
2201
Miller Investment Management
Pennsylvania
$477K -$3.81K -144 -0.8%
TCM
2202
TD Capital Management
Tennessee
$477K
MPMG
2203
Minneapolis Portfolio Management Group
Minnesota
$475K -$11.9K -448 -3%
CAM
2204
Cidel Asset Management
Ontario, Canada
$472K -$1.38K -52 -0.3%
SRSA
2205
S.R. Schill & Associates
Washington
$472K +$98.6K +3,724 +29%
SFI
2206
SPC Financial Inc
Maryland
$467K +$50.1K +1,892 +13%
FHB
2207
First Hawaiian Bank
Hawaii
$461K -$13.9K -524 -3%
CIC
2208
Cutler Investment Counsel
Oregon
$453K +$147K +5,560 +53%
TFCP
2209
Twin Focus Capital Partners
Massachusetts
$452K -$29.5K -1,116 -7%
AT
2210
Acadia Trust
Maine
$450K -$39.3K -1,484 -9%
PIM
2211
Parasol Investment Management
Illinois
$450K +$18K +680 +4%
QC
2212
QCM Cayman
Texas
$449K +$421K +15,892 New
PTC
2213
Provident Trust Company
Wisconsin
$448K
AAC
2214
Asset Advisors Corp
Georgia
$445K +$126K +4,744 +43%
OAJ
2215
Ogorek Anthony Joseph
New York
$444K -$12.1K -456 -3%
CM
2216
Cornerstone Management
Georgia
$439K -$79K -2,984 -16%
OAM
2217
Orinda Asset Management
California
$435K +$231K +8,744 +132%
SIA
2218
Starfire Investment Advisers
Michigan
$433K
DPI
2219
Diversified Portfolios Inc
Michigan
$431K -$15.5K -584 -4%
SRC
2220
Stone Run Capital
New York
$429K
CIC
2221
Chase Investment Counsel
Virginia
$420K +$20K +756 +5%
SCCM
2222
Schafer Cullen Capital Management
New York
$419K +$3.71K +140 +1%
NA
2223
Nottingham Advisors
New York
$419K +$6.88K +260 +2%
MWM
2224
MinichMacGregor Wealth Management
New York
$415K +$4.45K +168 +1%
PO
2225
Private Ocean
California
$414K +$141K +5,340 +57%

AAPL Hedge Fund Activity: Q3 2016 in Review

2,390 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2016, worth a combined $351B — up 19% from $296B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new AAPL positions and 71 closed out — a net gain of 71 holders — while 872 added to existing stakes and 1,220 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.75B. The largest seller was Susquehanna International Group, cutting an estimated $762M.

  • 2,390 institutional investors held Apple (AAPL) as of Q3 2016, up from 2,344 in Q2 2016.
  • Funds reported $351B of Apple stock for Q3 2016, up 19% quarter-over-quarter.
  • 142 funds opened new Apple positions in Q3 2016 and 71 closed out, a net change of +71 holders.
  • The largest Apple buyer in Q3 2016 was Fidelity Investments, an estimated $2.75B added.
  • The largest Apple seller in Q3 2016 was Susquehanna International Group, an estimated $762M sold.

Based on aggregated 13F filings for Q3 2016.