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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
MS
2276
Marshall & Sullivan
Washington
$637K +$25.9K +700 +4%
AWM
2277
AllSquare Wealth Management
New York
$636K -$16.6K -448 -2%
DPI
2278
Diversified Portfolios Inc
Michigan
$633K +$43.5K +1,176 +7%
SSW
2279
Smith Shellnut Wilson
Mississippi
$632K
BCP
2280
Berkeley Capital Partners
Georgia
$629K +$3.85K +104 +0.6%
NC
2281
NewSquare Capital
Pennsylvania
$626K -$6.06K -164 -0.9%
RB
2282
Rodgers Brothers
Pennsylvania
$617K -$179K -4,840 -22%
CA
2283
Cortland Associates
Missouri
$615K -$40.4K -1,092 -6%
AA
2284
AlphaMark Advisors
Kentucky
$614K +$1.03K +28 +0.2%
RC
2285
Reik & Co
New York
$611K +$23.4K +632 +4%
MIM
2286
Miller Investment Management
Pennsylvania
$608K
DA
2287
DSC Advisors
Illinois
$606K +$8.58K +232 +1%
MPMG
2288
Minneapolis Portfolio Management Group
Minnesota
$605K
CAM
2289
Concorde Asset Management
Michigan
$601K -$149K -4,028 -19%
CAM
2290
Cidel Asset Management
Ontario, Canada
$601K
FNBOH
2291
First National Bank of Hutchinson
Kansas
$599K
RI
2292
Ridgewood Investments
New Jersey
$598K -$1.33K -36 -0.2%
TCM
2293
TD Capital Management
Tennessee
$598K +$30.5K +824 +5%
ACA
2294
Ackerman Capital Advisors
Texas
$597K +$613K +16,588 New
DOA
2295
D'Orazio & Associates
Virginia
$589K -$70.8K -1,916 -10%
PTC
2296
Provident Trust Company
Wisconsin
$589K +$18.3K +496 +3%
ACM
2297
Adalta Capital Management
New York
$587K
Aristotle Capital Management
2298
Aristotle Capital Management
California
$576K
GIM
2299
Greylin Investment Management
Virginia
$576K +$81.3K +2,200 +16%
GWA
2300
Guidant Wealth Advisors
Illinois
$571K -$104K -2,800 -15%

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.