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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
MKC
2401
M. Kraus & Co
Vermont
$316K
KL
2402
KWMG LLC
Kansas
$315K -$50.7K -1,372 -14%
DTL
2403
Dynamic Technology Lab
Singapore
$314K +$322K +8,720 New
SCM
2404
Symons Capital Management
Pennsylvania
$302K
TWI
2405
Thomas White International
Illinois
$302K
MCC
2406
Malaga Cove Capital
California
$299K -$17.7K -480 -5%
WI
2407
Wedgewood Investors
Pennsylvania
$299K
CISOA
2408
Capital Investment Services of America
Wisconsin
$298K
MGIA
2409
Matthew Goff Investment Advisor
Texas
$297K -$23.7K -640 -7%
LWA
2410
Lowe Wealth Advisors
Maryland
$297K
DLG
2411
Daniel L. Goodwin
$295K
LSC
2412
Lesa Sroufe & Co
Washington
$291K -$14.8K -400 -5%
DK
2413
Darrell & King
Virginia
$290K
AACR
2414
ACR Alpine Capital Research
Missouri
$290K +$298K +8,060 New
CCM
2415
Coe Capital Management
Illinois
$289K +$41.4K +1,120 +16%
UWPG
2416
Ullmann Wealth Partners Group
Florida
$286K +$46.3K +1,252 +19%
CG
2417
Corundum Group
Colorado
$280K +$287K +7,772 New
CP
2418
Coho Partners
Pennsylvania
$278K -$119K -3,232 -30%
MA
2419
Marshwinds Advisory
Georgia
$272K +$279K +7,560 New
ACM
2420
Alethea Capital Management
Washington
$271K +$279K +7,536 New
AFA
2421
Abacus FCF Advisors
Florida
$270K +$142K +3,828 +104%
WCM
2422
Wealthcare Capital Management
Virginia
$269K
SRCM
2423
Swift Run Capital Management
Virginia
$268K +$56.2K +1,520 +26%
ST
2424
Sageworth Trust
Pennsylvania
$264K +$111K +3,004 +69%
CC
2425
Callan Capital
California
$263K +$270K +7,304 New

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.