Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,940.0
Debt 31,040.0
 

Equity Owners

 AAPL

 
Type Mil USD
Institutions
Mutual Funds
Insiders
 

Owner Activity

 AAPL

Institutions Funds
Name Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Ownership Trend
Previous 8 Qtrs
Current % Chg from
Prev Qtr
Total Owners Premium 3,501 21.44 Premium 5,295 9.36
New Owners Premium 355 144.83 Premium 330 25.95
Sold Out Premium 140 -12.50 Premium 244 -13.48
# of Owners Buying Premium 1,655 42.43 Premium 2,203 77.09
# of Owners Selling Premium 1,037 -5.12 Premium 1,167 -9.39
Total Shares Owned (Mil) Premium 3,590 582.68 Premium 1,563 557.84
Total Shares Bought (Mil) Premium 438 1035.17 Premium 574 4174.85
Total Shares Sold (Mil) Premium 199 311.58 Premium 20 92.85
Net Share Change (Mil) Premium 239 -2554.93 Premium 554 18348.90

Fund Owners' Style

 AAPL

1,014 2,597 1,465 Lg
48 74 81 Md
2 8 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,014 139,249,753 61,527,275 6,794,346 64.76
Large Blend 2,597 776,887,429 205,596,087 7,383,125 34.25
Large Growth 1,465 637,653,079 304,126,229 5,159,194 88.27
Mid Value 48 448,943 186,464 105,532 21.99
Mid Blend 74 1,754,654 683,147 142,493 44.53
Mid Growth 81 6,355,582 1,519,000 406,080 21.23
Small Value 2 19,970 -- 4,360 --
Small Blend 8 7,352 6,040 11,947 -44.55
Small Growth 6 40,051 34,377 2,800 372.63
Total 5,295 1,562,416,813 573,678,619 20,009,877 54.89
Data displayed as of  07/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 96,838,193 895,226 1.62 2.69 07/31/2014
PowerShares QQQ ETF Premium 59,822,514 -558,960 1.04 13.28 08/18/2014
Vanguard 500 Index Inv Premium 61,890,342 -142,550 1.03 3.34 07/31/2014
Vanguard Institutional Index I Premium 61,383,189 806,078 1.02 3.35 07/31/2014
SPDR S&P 500 Premium 56,963,035 -968,968 0.99 3.41 08/18/2014
Fidelity® Contrafund® Premium 35,985,749 30,743,442 0.60 3.05 06/30/2014
Vanguard Growth Index Inv Premium 29,261,440 204,886 0.49 6.97 07/31/2014
CREF Stock Premium 26,491,114 -390,930 0.44 1.91 06/30/2014
Fidelity Spartan® 500 Index Inv Premium 25,908,900 22,101,466 0.43 3.13 06/30/2014
Technology Select Sector SPDR® ETF Premium 21,473,415 0 0.37 15.6 08/18/2014
Total: Top 10 funds Premium 476,017,891 52,689,690 8.03

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 82,634,000 -- 40,000,000 -- 122,634,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 63,125,000 600,000 38,750,000 -- 101,875,000
DFA Five-Year Global Fixed-Income Port 0 -10,000,000 85,700,000 -10,000,000 85,700,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 10,000,000 0 -- 88,300,000
Vanguard Total Bond Market II Index Fund 51,950,000 -- 18,950,000 -- 70,900,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
AXA LE M&G Strategic Corporate Bond 65,000,000 -10,000,000 0 -- 65,000,000
Dimensional Glb Short-Dated Bond Fd 0 -- 53,500,000 -- 53,500,000
Undrly Pru (M&G) Corp Bd Life 55,000,000 -5,000,000 0 -- 55,000,000
Total: Top 10 funds 605,644,000 -4,400,000 236,900,000 -10,000,000 842,544,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
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Market Cap (Mil USD) 593,757 66,134 371,700 ---
# of Institution Owners 3,501 1,682 3,448 ---
# of Fund Owners 5295 2461 5428 ---
% Owned by Institutions 64.34 82.33 73.68 ---
% Owned by Funds 29.89 42.25 39.13 ---
% Owned by Insiders 0.02 0.05 7.75 ---