At Holdings Channel, we have now reviewed the newest batch of the 22 most up-to-date 13F filings for the 09/30/2024 reporting interval, and seen that Apple Inc (Image: AAPL) was held by 18 of those funds. When hedge fund managers look like considering alike, we discover it’s a good suggestion to take a more in-depth look.
Earlier than we proceed, you will need to level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their lengthy positions with the SEC, however aren’t required to reveal their quick positions. A fund making a bearish wager in opposition to a inventory by shorting calls, for instance, may also be lengthy some quantity of inventory as they commerce round their total bearish place. This lengthy element may present up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/quick facet of the place is just not seen.
Having provided that caveat, we consider that taking a look at teams of 13F filings might be revealing, particularly when evaluating one holding interval to a different. Beneath, let’s check out the change in AAPL positions, for this newest batch of 13F filers:
| Fund | New Place? | Change In Share Depend | Change In Market Worth ($ in 1000’s) |
|---|---|---|---|
| CWA Asset Management Group LLC | NEW | +510,355 | +$118,913 |
| Equitable Trust Co. | Current | +928 | +$5,095 |
| AEGON ASSET MANAGEMENT UK Plc | Current | +104,457 | +$78,270 |
| Source Financial Advisors LLC | Current | +199 | +$472 |
| Beckerman Institutional LLC | NEW | +5,923 | +$1,380 |
| Leavell Investment Management Inc. | Current | +18,861 | +$9,775 |
| Fiera Capital Corp | Current | –420 | +$597 |
| Easterly Investment Partners LLC | Current | UNCH | +$185 |
| Triune Financial Partners LLC | NEW | +980 | +$228 |
| Skylands Capital LLC | Current | –21,470 | –$1,096 |
| Retirement Solution LLC | Current | +20,467 | +$5,046 |
| Eos Management L.P. | Current | –8,756 | –$415 |
| Costello Asset Management INC | Current | +620 | +$309 |
| Avid Wealth Partners LLC | Current | +365 | +$159 |
| Ted Buchan & Co | Current | –181 | +$63 |
| Rocky Mountain Advisers LLC | Current | +1 | +$151 |
| Transcendent Capital Group LLC | Current | –12,902 | –$1,728 |
| Houlihan Financial Resource Group Ltd. | Current | –109 | +$393 |
| Combination Change: | +619,318 | +$217,797 | |
When it comes to shares owned, we depend 8 of the above funds having elevated present AAPL positions from 06/30/2024 to 09/30/2024, with 6 having decreased their positions and three new positions.
Wanting past these explicit funds on this one batch of most up-to-date filers, we tallied up the AAPL share depend within the combination amongst all of the funds which held AAPL on the 09/30/2024 reporting interval (out of the two,790 we checked out in complete). We then in contrast that quantity to the sum complete of AAPL shares those self same funds held again on the 06/30/2024 interval, to see how the combination share depend held by hedge funds has moved for AAPL. We discovered that between these two durations, funds elevated their holdings by 103,801,233 shares within the combination, from 582,505,805 as much as 686,307,038 for a share depend improve of roughly 17.82%. The general prime three funds holding AAPL on 09/30/2024 have been:
We’ll maintain following the latest 13F filings by hedge fund managers and convey you attention-grabbing tales derived from a take a look at the combination info throughout teams of managers between submitting durations. Whereas taking a look at particular person 13F filings can generally be deceptive because of the long-only nature of the data, the sum complete throughout teams of funds from one reporting interval to a different could be a lot extra revealing and related, offering attention-grabbing inventory concepts that benefit additional analysis, like Apple Inc (Image: AAPL).
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The views and opinions expressed herein are the views and opinions of the creator and don’t essentially replicate these of Nasdaq, Inc.
