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 3,487 7.49 Premium 5,282 7.64
New Owners Premium 357 -4.55 Premium 319 41.15
Sold Out Premium 147 -7.55 Premium 244 -29.28
# of Owners Buying Premium 1,649 37.07 Premium 2,234 86.95
# of Owners Selling Premium 1,024 -14.02 Premium 1,149 -31.07
Total Shares Owned (Mil) Premium 2,628 379.53 Premium 1,560 545.20
Total Shares Bought (Mil) Premium 341 896.56 Premium 582 10231.69
Total Shares Sold (Mil) Premium 157 342.09 Premium 18 117.70
Net Share Change (Mil) Premium 184 -15081.45 Premium 564 -20034.68

Fund Owners' Style

 AAPL

1,014 2,590 1,459 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 1,014 139,501,337 61,623,291 6,897,745 64.55
Large Blend 2,590 774,869,995 213,253,608 6,356,520 36.43
Large Growth 1,459 636,457,017 304,982,180 4,439,731 89.47
Mid Value 48 448,943 189,714 105,532 23.08
Mid Blend 74 1,643,199 683,147 119,690 52.18
Mid Growth 81 6,355,064 1,518,482 406,080 21.22
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 5,282 1,559,342,928 582,290,839 18,344,405 56.66
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
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
PowerShares QQQ ETF Premium 60,032,946 92,064 1.02 13.23 08/14/2014
SPDR S&P 500 Premium 57,291,671 504,812 0.98 3.38 08/14/2014
Total: Top 5 funds Premium 337,436,341 2,155,630 5.67

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 83,084,000 -300,000 40,000,000 -- 123,084,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 62,525,000 -- 38,750,000 -- 101,275,000
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 78,300,000 -- 0 -- 78,300,000
Vanguard Total Bond Market II Index Fund 51,950,000 10,000,000 18,950,000 -- 70,900,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Wellington™ 65,685,000 -- 0 -- 65,685,000
AXA LE M&G Strategic Corporate Bond 65,000,000 -10,000,000 0 -- 65,000,000
Vanguard Wellesley Income 58,630,000 -- 0 -- 58,630,000
Total: Top 10 funds 664,809,000 -300,000 183,400,000 -10,000,000 848,209,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 583,817 66,601 364,778 ---
# of Institution Owners 3,487 1,676 3,446 ---
# of Fund Owners 5282 2463 5414 ---
% Owned by Institutions 63.26 82.70 73.59 ---
% Owned by Funds 29.82 42.23 39.05 ---
% Owned by Insiders 0.02 0.05 7.75 ---