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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
GIM
2451
Greenwich Investment Management
Connecticut
$215K -$209K -5,660 -49%
TIA
2452
Tandem Investment Advisors
South Carolina
$214K +$219K +5,936 New
QC
2453
QCM Cayman
Texas
$212K -$218K -5,904 -50%
RWG
2454
Regal Wealth Group
California
$212K -$36.1K -976 -14%
ACM
2455
Argyle Capital Management
Pennsylvania
$209K -$11.1K -300 -5%
BCMIO
2456
Beacon Capital Management Inc (Ohio)
Ohio
$208K +$61.1K +1,652 +40%
TP
2457
Truvvo Partners
New York
$207K
AWA
2458
Artemis Wealth Advisors
New York
$206K
KCM
2459
Karp Capital Management
California
$206K +$3.25K +88 +2%
RHJA
2460
Rice Hall James & Associates
California
$205K
SG
2461
Strid Group
Pennsylvania
$205K +$210K +5,688 New
FAM
2462
Fenimore Asset Management
New York
$204K +$209K +5,656 New
KS
2463
Karpas Strategies
Connecticut
$202K
LPC
2464
Loeb Partners Corp
New York
$202K
PR
2465
Payden & Rygel
California
$202K
LCM
2466
Landscape Capital Management
New Jersey
$201K +$206K +5,580 New
WHRC
2467
W.H. Reaves & Co
New Jersey
$200K +$205K +5,556 New
AWMS
2468
Advocacy Wealth Management Services
Georgia
$193K +$7.69K +208 +4%
IP
2469
Isthmus Partners
Wisconsin
$189K
DSN
2470
D. Scott Neal
Kentucky
$175K +$29.6K +800 +20%
SC
2471
SRB Corp
Massachusetts
$169K -$21.4K -580 -11%
WAM
2472
Wolverine Asset Management
Illinois
$163K
FPA
2473
Fieldpoint Private Advisors
New York
$159K -$88.4K -2,392 -35%
SA
2474
SRH Advisors
Kansas
$155K
CWM
2475
Cedar Wealth Management
California
$154K

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.