Apple
AAPL
2,404 hedge funds and large institutions have $347B invested in Apple in 2016 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 1,172 increasing their positions, 968 reducing their positions, and 99 closing their positions.
53% more call options, than puts
Call options by funds: $16.4B | Put options by funds: $10.7B
31% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 99
21% more repeat investments, than reductions
Existing positions increased: 1,172 | Existing positions reduced: 968
5% more funds holding in top 10
Funds holding in top 10: 1,096 → 1,155 (+59)
1% more capital invested
Capital invested by funds: $343B → $347B (+$4.44B)
0% more funds holding
Funds holding: 2,402 → 2,404 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$2.39B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$978M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$818M |
| 4 |
SG Americas Securities
New York
|
+$781M |
| 5 |
Goldman Sachs
New York
|
+$747M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$4.82B |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.59B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.13B |
| 4 |
Coatue Management
New York
|
-$717M |
| 5 |
JP Morgan Chase
New York
|
-$701M |
AAPL Hedge Fund Activity: Q1 2016 in Review
2,404 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2016, worth a combined $347B — up 1.3% from $343B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new AAPL positions and 99 closed out — a net gain of 31 holders — while 1,172 added to existing stakes and 968 trimmed.
The largest buyer was Capital World Investors, adding an estimated $2.39B. The largest seller was Icahn Carl, exiting entirely with an estimated $4.82B sold.
- 2,404 institutional investors held Apple (AAPL) as of Q1 2016, up from 2,402 in Q4 2015.
- Funds reported $347B of Apple stock for Q1 2016, up 1.3% quarter-over-quarter.
- 130 funds opened new Apple positions in Q1 2016 and 99 closed out, a net change of +31 holders.
- The largest Apple buyer in Q1 2016 was Capital World Investors, an estimated $2.39B added.
- The largest Apple seller in Q1 2016 was Icahn Carl, an estimated $4.82B sold.
Based on aggregated 13F filings for Q1 2016.