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2,525 hedge funds and large institutions have $458B invested in Apple in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 867 increasing their positions, 1,362 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 76

0% more funds holding

Funds holding: 2,5192,525 (+6)

2% less capital invested

Capital invested by funds: $466B → $458B (-$8.29B)

9% less call options, than puts

Call options by funds: $14.2B | Put options by funds: $15.6B

3.54% less ownership

Funds ownership: 247.31%243.77% (-3.5%)

4% less funds holding in top 10

Funds holding in top 10: 1,2891,239 (-50)

36% less repeat investments, than reductions

Existing positions increased: 867 | Existing positions reduced: 1,362

Holders
2,525
Holders Change
+6
Holders Change %
+0.24%
% of All Funds
62.94%
Holding in Top 10
1,239
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-3.88%
% of All Funds
30.88%
New
104
Increased
867
Reduced
1,362
Closed
76
Calls
$14.2B
Puts
$15.6B
Net Calls
-$1.44B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
2201
First Hawaiian Bank
Hawaii
$868K -$63.3K -1,712 -7%
CCIA
2202
Campbell & Co Investment Adviser
Maryland
$864K +$887K +24,004 New
VIM
2203
Veritas Investment Management
United Kingdom
$860K -$36.2K -980 -4%
CIC
2204
Chilton Investment Company
Connecticut
$833K +$69.5K +1,880 +9%
CIP
2205
Capital Insight Partners
Arizona
$828K -$27.9K -756 -3%
ECM
2206
Elgethun Capital Management
South Dakota
$826K -$16.3K -440 -2%
BB
2207
Bell Bank
North Dakota
$823K -$6.66K -180 -0.8%
SCP
2208
Sandhill Capital Partners
New York
$822K +$13.5K +364 +2%
AFIA
2209
America First Investment Advisors
Nebraska
$820K -$73.9K -2,000 -8%
SHWM
2210
Smith & Howard Wealth Management
Georgia
$820K +$177K +4,800 +27%
VAM
2211
Verity Asset Management
North Carolina
$817K -$806K -21,788 -49%
BA
2212
Bennicas & Associates
California
$812K +$52.2K +1,412 +7%
BWM
2213
BerganKDV Wealth Management
Minnesota
$809K +$2.96K +80 +0.4%
LIA
2214
LBMC Investment Advisors
Tennessee
$801K +$26.3K +712 +3%
DLHL
2215
Donald L. Hagan LLC
Florida
$799K -$163K -4,400 -17%
TDC
2216
Thompson Davis & Co
Virginia
$796K -$1.12M -30,304 -58%
I2I
2217
Insight 2811 Inc
Illinois
$788K -$265K -7,180 -25%
OBWP
2218
O'Brien Wealth Partners
Massachusetts
$788K +$153K +4,148 +23%
PLFAM
2219
Pineno Levin & Ford Asset Management
Virginia
$785K -$24.3K -656 -3%
JGIA
2220
Jackson Grant Investment Advisers
Connecticut
$782K +$2.51K +68 +0.3%
WCM
2221
Weatherstone Capital Management
Colorado
$777K +$53.8K +1,456 +7%
Members Trust
2222
Members Trust
Florida
$775K -$93K -2,516 -10%
MUS
2223
Mitsubishi UFJ Securities
Japan
$772K -$138K -3,720 -15%
CA
2224
Corrado Advisors
New Jersey
$760K +$887 +24 +0.1%
BW
2225
Biegel & Waller
Maryland
$756K -$91.5K -2,476 -11%

AAPL Hedge Fund Activity: Q2 2017 in Review

2,525 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2017, worth a combined $458B — down 1.8% from $466B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new AAPL positions and 76 closed out — a net gain of 28 holders — while 867 added to existing stakes and 1,362 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $2.22B. The largest seller was State Street, cutting an estimated $1.1B.

  • 2,525 institutional investors held Apple (AAPL) as of Q2 2017, up from 2,519 in Q1 2017.
  • Funds reported $458B of Apple stock for Q2 2017, down 1.8% quarter-over-quarter.
  • 104 funds opened new Apple positions in Q2 2017 and 76 closed out, a net change of +28 holders.
  • The largest Apple buyer in Q2 2017 was Janus Henderson Group, an estimated $2.22B added.
  • The largest Apple seller in Q2 2017 was State Street, an estimated $1.1B sold.

Based on aggregated 13F filings for Q2 2017.