Apple
AAPL
2,391 hedge funds and large institutions have $356B invested in Apple in 2016 Q3 according to their latest regulatory filings, with 141 funds opening new positions, 870 increasing their positions, 1,224 reducing their positions, and 71 closing their positions.
99% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 71
20% more capital invested
Capital invested by funds: $297B → $356B (+$59.5B)
15% more call options, than puts
Call options by funds: $16.8B | Put options by funds: $14.6B
14% more funds holding in top 10
Funds holding in top 10: 973 → 1,114 (+141)
2% more funds holding
Funds holding: 2,346 → 2,391 (+45)
29% less repeat investments, than reductions
Existing positions increased: 870 | Existing positions reduced: 1,224
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.75B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$925M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$844M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$770M |
| 5 |
Coatue Management
New York
|
+$688M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$762M |
| 2 |
Flossbach Von Storch
Cologne,
Germany
|
-$479M |
| 3 |
SG Americas Securities
New York
|
-$445M |
| 4 |
GE
General Electric
Evendale,
Ohio
|
-$442M |
| 5 |
Jennison Associates
New York
|
-$359M |
AAPL Hedge Fund Activity: Q3 2016 in Review
2,391 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2016, worth a combined $356B — up 20% from $297B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new AAPL positions and 71 closed out — a net gain of 70 holders — while 870 added to existing stakes and 1,224 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $2.75B. The largest seller was Susquehanna International Group, cutting an estimated $762M.
- 2,391 institutional investors held Apple (AAPL) as of Q3 2016, up from 2,346 in Q2 2016.
- Funds reported $356B of Apple stock for Q3 2016, up 20% quarter-over-quarter.
- 141 funds opened new Apple positions in Q3 2016 and 71 closed out, a net change of +70 holders.
- The largest Apple buyer in Q3 2016 was Fidelity Investments, an estimated $2.75B added.
- The largest Apple seller in Q3 2016 was Susquehanna International Group, an estimated $762M sold.
Based on aggregated 13F filings for Q3 2016.