Apple
AAPL
2,462 hedge funds and large institutions have $366B invested in Apple in 2016 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 899 increasing their positions, 1,169 reducing their positions, and 106 closing their positions.
112% more first-time investments, than exits
New positions opened: 225 | Existing positions closed: 106
3% more funds holding
Funds holding: 2,391 → 2,462 (+71)
2% more funds holding in top 10
Funds holding in top 10: 1,114 → 1,140 (+26)
3% more capital invested
Capital invested by funds: $356B → $366B (+$10B)
0.15% more ownership
Funds ownership: 59.11% → 59.26% (+0.15%)
11% less call options, than puts
Call options by funds: $15B | Put options by funds: $16.9B
23% less repeat investments, than reductions
Existing positions increased: 899 | Existing positions reduced: 1,169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$4.78B |
| 2 |
Asset Management One
Tokyo,
Japan
|
+$960M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$648M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$595M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$499M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.31B |
| 2 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$1B |
| 3 |
Wells Fargo
San Francisco,
California
|
-$651M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$626M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$572M |
AAPL Hedge Fund Activity: Q4 2016 in Review
2,462 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2016, worth a combined $366B — up 2.8% from $356B a quarter earlier.
Buyers outnumbered sellers: 225 funds opened new AAPL positions and 106 closed out — a net gain of 119 holders — while 899 added to existing stakes and 1,169 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $4.78B. The largest seller was Morgan Stanley, cutting an estimated $1.31B.
- 2,462 institutional investors held Apple (AAPL) as of Q4 2016, up from 2,391 in Q3 2016.
- Funds reported $366B of Apple stock for Q4 2016, up 2.8% quarter-over-quarter.
- 225 funds opened new Apple positions in Q4 2016 and 106 closed out, a net change of +119 holders.
- The largest Apple buyer in Q4 2016 was Berkshire Hathaway, an estimated $4.78B added.
- The largest Apple seller in Q4 2016 was Morgan Stanley, an estimated $1.31B sold.
Based on aggregated 13F filings for Q4 2016.