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Apple
AAPL

Overview Fund Activity

2,456 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 890 increasing their positions, 1,173 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,456
Holders Change
+72
Holders Change %
+3.02%
% of All Funds
61.49%
Holding in Top 10
1,136
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.34%
% of All Funds
28.44%
New
225
Increased
890
Reduced
1,173
Closed
106
Calls
$15B
Puts
$16.9B
Net Calls
-$1.84B
Net Calls Change
-$4.1B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.88B
2
Asset Management One
Asset Management One
Japan
+$981M
3
BFA
BlackRock Fund Advisors
California
+$662M
4
Capital World Investors
Capital World Investors
California
+$608M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$509M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.34B
2
MTB
Mizuho Trust & Banking
Japan
-$1B
3
Wells Fargo
Wells Fargo
California
-$665M
4
CS
Credit Suisse
Switzerland
-$640M
5
Deutsche Bank
Deutsche Bank
Germany
-$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWIM
2301
Old West Investment Management
California
$371K +$925 +32 +0.3%
ML
2302
McAdam LLC
Pennsylvania
$370K +$370K +12,764 New
VFPI
2303
Vantage Financial Partners (Illinois)
Illinois
$368K +$368K +12,708 New
CFN
2304
Cordasco Financial Network
Florida
$365K -$23.2K -800 -6%
FIG
2305
FundX Investment Group
California
$364K +$87.8K +3,032 +32%
Tudor Investment Corp
2306
Tudor Investment Corp
Connecticut
$360K -$19.3K -668 -5%
OAM
2307
Oberweis Asset Management
Illinois
$359K +$347 +12 +0.1%
IAMOG
2308
Investors Asset Management of Georgia
Georgia
$358K -$8.68K -300 -2%
NQWM
2309
Northwest Quadrant Wealth Management
Oregon
$357K +$357K +10,964 New
GEM
2310
Global Endowment Management
North Carolina
$356K -$139K -4,800 -28%
KA
2311
Klingman & Associates
New York
$355K – – –
OPTFSNA
2312
Old Point Trust & Financial Services N A
Virginia
$354K – – –
AWMG
2313
Alliance Wealth Management Group
New Jersey
$348K +$1.16K +40 +0.3%
VFM
2314
Viking Fund Management
North Dakota
$347K +$347K +12,000 New
LP
2315
LGL Partners
Pennsylvania
$346K -$40.1K -1,388 -10%
CWP
2316
Capital Wealth Planning
Florida
$345K – – –
NFM
2317
North Forty Management
Washington
$341K +$341K +11,760 New
FDS
2318
First Dallas Securities
Texas
$340K -$40.2K -1,388 -11%
CLM
2319
ClearBridge LLC (Maryland)
Maryland
$334K -$220K -7,600 -40%
PCM
2320
Penserra Capital Management
California
$333K +$84.8K +2,948 +34%
FMP
2321
Financial Management Professionals
Texas
$329K +$116 +4 +0%
HIM
2322
Hillsdale Investment Management
Ontario, Canada
$324K +$1.16K +40 +0.4%
HWM
2323
Highwater Wealth Management
Colorado
$313K -$215K -7,432 -41%
NI
2324
NFC Investments
Tennessee
$313K -$18.2K -628 -5%
BOIA
2325
Bush ODonnell Investment Advisors
Missouri
$312K – – –
91 92
93
94 95