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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
AIM
2226
ARK Investment Management
Florida
$755K +$740K +20,016 +2,094%
OCG
2227
Opus Capital Group
Ohio
$754K -$3.55K -96 -0.5%
TI
2228
Turner Investments
Pennsylvania
$752K +$123K +3,320 +19%
SIAS
2229
Shine Investment Advisory Services
Colorado
$742K +$149K +4,032 +24%
HWM
2230
Highwater Wealth Management
Colorado
$735K +$96.7K +2,616 +15%
WRM
2231
Weybosset Research & Management
Rhode Island
$731K
MVP
2232
Miller Value Partners
Florida
$729K -$222K -6,000 -23%
VFP
2233
Verus Financial Partners
Virginia
$727K -$54.6K -1,476 -7%
LA
2234
Legacy Advisors
Pennsylvania
$725K
GA
2235
Greytown Advisors
Florida
$723K
SIC
2236
Shoker Investment Counsel
Ohio
$721K -$27.2K -736 -4%
BIM
2237
Barton Investment Management
Pennsylvania
$718K
LWA
2238
Lenox Wealth Advisors
New York
$716K +$2.96K +80 +0.4%
GGI
2239
Godsey & Gibb Inc
Virginia
$714K +$100K +2,712 +16%
PVWM
2240
Point View Wealth Management
New Jersey
$709K -$16.6K -448 -2%
RMC
2241
Regis Management Company
California
$709K
SPWA
2242
SteelBridge Private Wealth Advisors
Florida
$708K +$10.4K +280 +1%
HCM
2243
HMS Capital Management
Tennessee
$707K -$2.66K -72 -0.4%
SCA
2244
Sippican Capital Advisors
Massachusetts
$707K
WAM
2245
Watermark Asset Management
California
$706K -$24.7K -668 -3%
MAS
2246
Managed Account Services
Florida
$705K -$59K -1,596 -8%
AAC
2247
Asset Advisors Corp
Georgia
$705K -$14.8K -400 -2%
GIM
2248
Groesbeck Investment Management
New Jersey
$704K
SAM
2249
Strategy Asset Managers
California
$703K -$112K -3,040 -13%
FPTW
2250
Franklin, Parlapiano, Turner & Welch
Texas
$697K -$2.96K -80 -0.4%

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.