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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
$2.15B
2
Coatue Management
Coatue Management
New York
$1.1B
3
NEAM
New England Asset Management
Connecticut
$654M
4
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$20.7B
5
UFM
Ursa Fund Management
California
$513M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$4.8B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$22.4B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$4.37B
4
State Street
State Street
Massachusetts
$31.8B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
2451
Tandem Investment Advisors
South Carolina
$229K +$462 +12 +0.2%
ACM
2452
Argyle Capital Management
Pennsylvania
$223K – – –
TP
2453
Truvvo Partners
New York
$221K – – –
AWA
2454
Artemis Wealth Advisors
New York
$221K – – –
RHJA
2455
Rice Hall James & Associates
California
$220K – – –
KCM
2456
Karp Capital Management
California
$220K – – –
SAM
2457
Shamrock Asset Management
Texas
$219K -$40K -1,036 -15%
SG
2458
Strid Group
Pennsylvania
$219K – – –
PAS
2459
Professional Advisory Services
Florida
$218K +$218K +5,648 New
EIC
2460
Equity Investment Corp
Georgia
$217K +$217K +5,620 New
PR
2461
Payden & Rygel
California
$216K – – –
LPC
2462
Loeb Partners Corp
New York
$216K – – –
KS
2463
Karpas Strategies
Connecticut
$216K – – –
BCM
2464
Brookmont Capital Management
Texas
$215K +$215K +5,568 New
WHRC
2465
W.H. Reaves & Co
New Jersey
$214K – – –
EFIC
2466
Eliot Finkel Investment Counsel
California
$209K +$209K +5,416 New
HP
2467
Hikari Power
Japan
$208K +$208K +5,400 New
PC
2468
Peavine Capital
Nevada
$203K +$203K +5,272 New
JWM
2469
Janiczek Wealth Management
Colorado
$201K +$201K +5,208 New
KTA
2470
Keeley-Teton Advisors
Illinois
$201K +$201K +5,228 New
SFA
2471
Stewardship Financial Advisors
Georgia
$200K +$200K +5,184 New
DSN
2472
D. Scott Neal
Kentucky
$187K – – –
ABA
2473
American Beacon Advisors
Texas
$187K +$61.6K +1,600 +49%
SC
2474
SRB Corp
Massachusetts
$172K -$9.58K -248 -5%
IP
2475
Isthmus Partners
Wisconsin
$170K -$33K -856 -16%
97 98
99
100 101