Apple
AAPL
2,520 hedge funds and large institutions have $466B invested in Apple in 2017 Q1 according to their latest regulatory filings, with 157 funds opening new positions, 775 increasing their positions, 1,424 reducing their positions, and 69 closing their positions.
374% more capital inflows, than outflows
Capital inflows: $66.1B | Capital outflows: $14B
128% more first-time investments, than exits
New positions opened: 157 | Existing positions closed: 69
13% more funds holding in top 10
Funds holding in top 10: 1,140 → 1,290 (+150)
2.56% more ownership
Funds ownership: 59.26% → 61.82% (+2.6%)
2% more funds holding
Funds holding: 2,462 → 2,520 (+58)
3% more call options, than puts
Call options by funds: $16.1B | Put options by funds: $15.5B
46% less repeat investments, than reductions
Existing positions increased: 775 | Existing positions reduced: 1,424
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$39.7B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$9.48B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.63B |
| 4 |
JP Morgan Chase
New York
|
+$883M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$822M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.82B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$637M |
| 3 |
Citigroup
New York
|
-$302M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$296M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$286M |
AAPL Hedge Fund Activity: Q1 2017 in Review
2,520 of the 4,035 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2017, worth a combined $466B — up 27% from $366B a quarter earlier.
Buyers outnumbered sellers: 157 funds opened new AAPL positions and 69 closed out — a net gain of 88 holders — while 775 added to existing stakes and 1,424 trimmed.
The largest buyer was BlackRock, adding an estimated $39.7B. The largest seller was Susquehanna International Group, cutting an estimated $1.82B.
- 2,520 institutional investors held Apple (AAPL) as of Q1 2017, up from 2,462 in Q4 2016.
- Funds reported $466B of Apple stock for Q1 2017, up 27% quarter-over-quarter.
- 157 funds opened new Apple positions in Q1 2017 and 69 closed out, a net change of +88 holders.
- The largest Apple buyer in Q1 2017 was BlackRock, an estimated $39.7B added.
- The largest Apple seller in Q1 2017 was Susquehanna International Group, an estimated $1.82B sold.
Based on aggregated 13F filings for Q1 2017.