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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
CF
2251
Corrigan Financial
Rhode Island
$691K +$7.54K +204 +1%
FCMC
2252
Founders Capital Management (Connecticut)
Connecticut
$691K
CO
2253
Caldwell & Orkin
Georgia
$691K +$104K +2,800 +17%
TI
2254
Trexquant Investment
Connecticut
$691K +$710K +19,200 New
PA
2255
Probity Advisors
Texas
$690K +$11.8K +320 +2%
IP
2256
Investment Partners
Ohio
$690K +$149K +4,036 +27%
CC
2257
Cedar Capital
Illinois
$684K -$297K -8,024 -30%
BMC
2258
Beaton Management Company
Massachusetts
$682K +$701K +18,948 New
AIM
2259
Aspen Investment Management
Michigan
$681K
SC
2260
Schulhoff & Co
Ohio
$680K +$44.4K +1,200 +7%
RA
2261
Rational Advisors
New York
$677K +$182K +4,916 +35%
RCG
2262
Ruggie Capital Group
Florida
$675K +$39.2K +1,060 +6%
MFS
2263
Madrona Financial Services
Washington
$670K +$7.25K +196 +1%
SCM
2264
Stellar Capital Management
Arizona
$669K -$48.8K -1,320 -7%
EMB
2265
Elefante Mark B
$658K -$739 -20 -0.1%
GI
2266
Glovista Investments
New Jersey
$656K
OCAM
2267
Onex Canada Asset Management
Ontario, Canada
$656K +$10.8K +292 +2%
GWM
2268
GSB Wealth Management
Connecticut
$655K
HW
2269
Hancock Whitney
Mississippi
$652K -$14.9K -404 -2%
FNBSF
2270
First National Bank Sioux Falls
South Dakota
$651K +$139K +3,760 +26%
RFM
2271
Royal Fund Management
Florida
$651K +$189K +5,124 +40%
SCM
2272
Sandler Capital Management
New York
$648K -$8.91M -241,000 -93%
FCM
2273
Firsthand Capital Management
California
$648K
LK
2274
Lumbard & Kellner
New Hampshire
$646K -$446K -12,076 -40%
BWL
2275
Bogart Wealth LLC
Virginia
$643K -$41.1K -1,112 -6%

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.