The 20 biggest Apple funds: Who’s buying, who’s selling

Warren Buffett’s big purchase of 42 million shares of Apple looks even bigger in context.

In 10 separate purchases last quarter, one of them worth $2.8 billion, Warren Buffett’s Berkshire Hathaway joined the ranks—at No. 8—of the 20 largest Apple funds.

I read yesterday that Berkshire Hathaway had nearly quadrupled its stake in Apple, bringing its total holdings to 57.4 million shares ($7.78 billion worth at Thursday’s opening price).

But it wasn’t until I plotted those purchases on the interactive chart below that I appreciated just how big a bet on Apple Buffett had made.

The funds below are listed by the value of their Apple holdings as of Dec. 31, from Vanguard ($39 billion) to TIAA Cref ($3.7 billion). Click on the quarters (June, Sept. Dec.) to watch their positions change. 

Not seeing the nifty interactive chart? Try the website.

According to Whale Wisdom‘s Daniel Collins, who gathered the data from Feb. 15 SEC filings, Apple was tops once again last quarter among all publicly traded companies, both in terms of the value of shares traded and the number of funds in the game. Microsoft, he adds, is gaining fast. 

Apple SEC Form 13Fs by the numbers:

  • Filers who had this stock in their top 10: 1,104
  • 13F Filers holding this stock: 2,304
  • Aggregate shares on 12/31/2016: 3,085 billion
  • Aggregate shares on 9/30/2016: 3,094 billion
  • Percent change: -0.30%
  • Funds creating new positions: 170
  • Funds Adding to an existing position: 861
  • Funds closing out their position: 102
  • Funds reducing their position: 1,112

6 Comments

  1. David Emery said:

    Anyone else surprised to hear that Berkshire bought into AAPL?

    Bet those fund managers who sold before the “Trump Rally” are having regrets. (If not, they should be…)

    0
    February 16, 2017
  2. Fred Stein said:

    The June quarter selling debunks the myth of the “professionally” managed funds. Look at how many sold at the bottom, and the size of their sales. Like rookies, they panicked.

    4
    February 16, 2017
  3. Robert Paul Leitao said:

    This fiscal year Apple’s fast-growing Services revenue segment alone may deliver revenue rivaling the annual revenue of McDonald’s. The Services segment’s reported revenue doesn’t include the pass through of receipts to developers and content providers. In its entirety Apple is a cash and profit generating monster. Additionally, the company’s device lines deliver recurring revenue annually and upgrade cycles measured over multi-year periods. The company also has a rising annual dividend with an expected increase in April in the range of 10%.

    It’s no surprise Mr. Buffett and his investment team consider Apple a very attractive long-term investment.

    1
    February 17, 2017

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