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Apple
AAPL

Overview Fund Activity

2,522 hedge funds and large institutions have $480B invested in Apple in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 900 increasing their positions, 1,322 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,522
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
62.97%
Holding in Top 10
1,240
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.4%
% of All Funds
30.96%
New
93
Increased
900
Reduced
1,322
Closed
65
Calls
$15.6B
Puts
$18.1B
Net Calls
-$2.48B
Net Calls Change
-$1.04B

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.3B
2
Coatue Management
Coatue Management
New York
+$656M
3
NEAM
New England Asset Management
Connecticut
+$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$601M
5
UFM
Ursa Fund Management
California
+$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$2.95B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.8B
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.11B
4
State Street
State Street
Massachusetts
-$912M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$456M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
2251
Noven Financial Group
Colorado
$739K -$546K -14,160 -42%
GIM
2252
Groesbeck Investment Management
New Jersey
$738K -$15.4K -400 -2%
PA
2253
Probity Advisors
Texas
$738K – – –
AI
2254
ArchPoint Investors
Florida
$737K -$446K -11,560 -38%
RC
2255
Reik & Co
New York
$735K +$81.3K +2,112 +12%
PVWM
2256
Point View Wealth Management
New Jersey
$732K -$27.5K -712 -4%
CAM
2257
Cidel Asset Management
Ontario, Canada
$732K +$88.6K +2,300 +14%
BMC
2258
Beaton Management Company
Massachusetts
$730K – – –
HCM
2259
HMS Capital Management
Tennessee
$729K -$27.7K -720 -4%
AIM
2260
Aspen Investment Management
Michigan
$729K – – –
BWL
2261
Bogart Wealth LLC
Virginia
$729K +$33K +848 +5%
NWM
2262
Northwest Wealth Management
Iowa
$728K -$542K -14,064 -43%
SC
2263
Schulhoff & Co
Ohio
$728K – – –
MFS
2264
Madrona Financial Services
Washington
$718K +$1.39K +36 +0.2%
WAM
2265
Watermark Asset Management
California
$717K -$38.1K -988 -5%
RA
2266
Rational Advisors
New York
$717K -$7.71K -200 -1%
FPTW
2267
Franklin, Parlapiano, Turner & Welch
Texas
$716K -$29.7K -772 -4%
DA
2268
DSC Advisors
Illinois
$715K +$65.7K +1,704 +10%
LWA
2269
Lenox Wealth Advisors
New York
$709K -$56.8K -1,476 -7%
SHWM
2270
Smith & Howard Wealth Management
Georgia
$704K -$174K -4,504 -20%
HW
2271
Hancock Whitney
Mississippi
$703K +$4.63K +120 +0.7%
GI
2272
Glovista Investments
New Jersey
$702K – – –
GWM
2273
GSB Wealth Management
Connecticut
$701K – – –
CI
2274
CAZ Investments
Texas
$700K -$570K -14,800 -45%
EMB
2275
Elefante Mark B
$700K -$2.31K -60 -0.3%
89 90
91
92 93