Apple
AAPL
2,297 hedge funds and large institutions have $385B invested in Apple in 2014 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 841 increasing their positions, 1,034 reducing their positions, and 68 closing their positions.
287% more first-time investments, than exits
New positions opened: 263 | Existing positions closed: 68
12% more funds holding in top 10
Funds holding in top 10: 1,034 → 1,154 (+120)
8% more funds holding
Funds holding: 2,126 → 2,297 (+171)
7% more capital invested
Capital invested by funds: $361B → $385B (+$23.9B)
1.18% less ownership
Funds ownership: 61.08% → 59.89% (-1.2%)
19% less repeat investments, than reductions
Existing positions increased: 841 | Existing positions reduced: 1,034
38% less call options, than puts
Call options by funds: $16.6B | Put options by funds: $26.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$589M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$563M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$541M |
| 4 |
MTIM
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
+$485M |
| 5 |
JP Morgan Chase
New York
|
+$485M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$5.32B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.36B |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.46B |
| 4 |
Goldman Sachs
New York
|
-$1.25B |
| 5 |
Invesco
Atlanta,
Georgia
|
-$847M |
AAPL Hedge Fund Activity: Q4 2014 in Review
2,297 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2014, worth a combined $385B — up 6.6% from $361B a quarter earlier.
Buyers outnumbered sellers: 263 funds opened new AAPL positions and 68 closed out — a net gain of 195 holders — while 841 added to existing stakes and 1,034 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $589M. The largest seller was Icahn Carl, exiting entirely with an estimated $5.32B sold.
- 2,297 institutional investors held Apple (AAPL) as of Q4 2014, up from 2,126 in Q3 2014.
- Funds reported $385B of Apple stock for Q4 2014, up 6.6% quarter-over-quarter.
- 263 funds opened new Apple positions in Q4 2014 and 68 closed out, a net change of +195 holders.
- The largest Apple buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $589M added.
- The largest Apple seller in Q4 2014 was Icahn Carl, an estimated $5.32B sold.
Based on aggregated 13F filings for Q4 2014.