Equity and Debt

 AAPL

 
Type Mil USD
Equity 111,547.0
Debt 35,295.0
 

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 3,533 18.52 Premium 5,300 7.61
New Owners Premium 315 80.00 Premium 276 15.48
Sold Out Premium 145 31.82 Premium 245 -24.85
# of Owners Buying Premium 1,226 -25.97 Premium 1,530 -45.00
# of Owners Selling Premium 1,472 60.70 Premium 1,745 76.62
Total Shares Owned (Mil) Premium 3,609 -2.55 Premium 1,748 1.90
Total Shares Bought (Mil) Premium 142 -68.51 Premium 66 -92.81
Total Shares Sold (Mil) Premium 248 23.83 Premium 109 97.78
Net Share Change (Mil) Premium -105 -141.69 Premium -43 -104.94

Fund Owners' Style

 AAPL

935 2,540 1,598 Lg
38 80 91 Md
8 5 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 935 143,216,995 5,415,868 14,502,937 -5.97
Large Blend 2,540 897,784,045 19,289,693 60,295,946 -4.37
Large Growth 1,598 697,584,366 41,043,391 32,913,200 1.18
Mid Value 38 884,714 32,964 308,685 -23.76
Mid Blend 80 2,011,571 413,581 555,814 -6.6
Mid Growth 91 6,211,400 208,226 652,241 -6.67
Small Value 8 20,794 238 16,699 -44.18
Small Blend 5 9,619 7,339 971 195.88
Small Growth 5 64,357 8,589 -- --
Total 5,300 1,747,787,861 66,419,889 109,246,493 -2.39
Data displayed as of  11/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,395,191 1,345,991 1.69 2.91 10/31/2014
SPDR® S&P 500 ETF Premium 65,111,416 130,779 1.07 3.72 12/05/2014
Vanguard 500 Index Inv Premium 63,182,093 1,017,850 1.08 3.58 10/31/2014
Vanguard Institutional Index I Premium 60,666,282 1,769 1.03 3.59 10/31/2014
PowerShares QQQ ETF Premium 54,857,653 -202,771 0.90 14.29 12/05/2014
Total: Top 5 funds Premium 343,212,635 2,293,618 5.77

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 89,433,000 250,000 41,656,000 -- 131,089,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 72,783,000 7,499,994 41,825,000 2,125,000 114,608,000
Vanguard Intermediate-Term Invmt-Grd 98,300,000 10,000,000 0 -- 98,300,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Total Bond Market II Index Fund 46,600,000 -5,350,000 18,950,000 -- 65,550,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
DFA One Year Fixed Income Portfolio 0 -- 43,137,000 -- 43,137,000
Vanguard Long Term Investment Grade Fund 45,455,000 -- 0 -- 45,455,000
Total: Top 10 funds 617,206,000 12,399,994 231,268,000 2,125,000 848,474,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 641,672 72,132 377,028 ---
# of Institution Owners 3,533 1,715 3,484 ---
# of Fund Owners 5300 2569 5488 ---
% Owned by Institutions 63.42 83.32 74.60 ---
% Owned by Funds 29.98 41.92 39.83 ---
% Owned by Insiders 0.04 0.06 3.39 ---