Apple
AAPL
2,402 hedge funds and large institutions have $343B invested in Apple in 2015 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 1,096 increasing their positions, 936 reducing their positions, and 77 closing their positions.
171% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 77
17% more repeat investments, than reductions
Existing positions increased: 1,096 | Existing positions reduced: 936
4% more funds holding
Funds holding: 2,307 → 2,402 (+95)
0.61% less ownership
Funds ownership: 59.3% → 58.7% (-0.61%)
5% less funds holding in top 10
Funds holding in top 10: 1,157 → 1,096 (-61)
5% less capital invested
Capital invested by funds: $362B → $343B (-$19.2B)
34% less call options, than puts
Call options by funds: $10.9B | Put options by funds: $16.5B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.44B |
| 2 |
Tiger Global Management
New York
|
+$1.21B |
| 3 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$1.05B |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$809M |
| 5 |
Goldman Sachs
New York
|
+$587M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.42B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.32B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.27B |
| 4 |
Franklin Resources
San Mateo,
California
|
-$819M |
| 5 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$800M |
AAPL Hedge Fund Activity: Q4 2015 in Review
2,402 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2015, worth a combined $343B — down 5.3% from $362B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new AAPL positions and 77 closed out — a net gain of 132 holders — while 1,096 added to existing stakes and 936 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.44B. The largest seller was SG Americas Securities, cutting an estimated $4.42B.
- 2,402 institutional investors held Apple (AAPL) as of Q4 2015, up from 2,307 in Q3 2015.
- Funds reported $343B of Apple stock for Q4 2015, down 5.3% quarter-over-quarter.
- 209 funds opened new Apple positions in Q4 2015 and 77 closed out, a net change of +132 holders.
- The largest Apple buyer in Q4 2015 was Morgan Stanley, an estimated $1.44B added.
- The largest Apple seller in Q4 2015 was SG Americas Securities, an estimated $4.42B sold.
Based on aggregated 13F filings for Q4 2015.