Equity and Debt

 AAPL

 
Type Mil USD
Equity 134,047.0
Debt 115,680.0
 

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 3,483 14.53 Premium 5,346 8.75
New Owners Premium 221 132.63 Premium 170 49.12
Sold Out Premium 141 36.89 Premium 200 -32.20
# of Owners Buying Premium 974 7.86 Premium 1,107 8.32
# of Owners Selling Premium 1,646 4.97 Premium 1,893 -4.01
Total Shares Owned (Mil) Premium 3,130 1.28 Premium 1,601 1.38
Total Shares Bought (Mil) Premium 103 -1.14 Premium 27 13.71
Total Shares Sold (Mil) Premium 314 -2.41 Premium 45 -29.14
Net Share Change (Mil) Premium -211 -3.01 Premium -18 -54.50

Fund Owners' Style

 AAPL

764 2,611 1,796 Lg
33 64 71 Md
1 3 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 764 79,025,027 1,505,705 10,342,028 -10.06
Large Blend 2,611 895,240,073 9,313,415 12,526,187 -0.36
Large Growth 1,796 619,734,901 15,843,681 21,453,070 -0.9
Mid Value 33 458,591 158,703 10,674 47.66
Mid Blend 64 5,656,356 43,425 114,279 -1.24
Mid Growth 71 964,979 42,836 524,074 -33.28
Small Value 1 860 860 3,062 -71.91
Small Blend 3 4,025 3,880 1,700 118.16
Small Growth 3 28,700 700 1,650 -3.2
Total 5,346 1,601,113,512 26,913,205 44,976,724 -1.12
Data displayed as of  11/30/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 110,842,401 448,806 2.16 2.94 10/31/2017
Vanguard 500 Index Inv Premium 86,947,243 1,269,096 1.69 3.9 11/30/2017
SPDR® S&P 500 ETF Premium 61,157,517 -246,492 1.19 3.9 12/14/2017
Vanguard Institutional Index I Premium 53,949,507 -1,039,010 1.05 3.94 10/31/2017
PowerShares QQQ ETF Premium 41,472,639 170,128 0.81 12.13 12/14/2017
Total: Top 5 funds Premium 354,369,307 602,528 6.9

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 119,954,000 -- 0 -- 119,954,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
Vanguard Total Bond Market Index Fund 92,030,000 -- 0 -- 92,030,000
Vanguard Interm-Tm Corp Bd Idx 71,095,000 1,773,000 0 -- 71,095,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 58,385,000 -- 0 -- 58,385,000
Vanguard Intermediate-Term Bond Index Fd 50,169,000 -- 0 -- 50,169,000
iShares Floating Rate Bond 0 -- 41,808,000 -- 41,808,000
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
Berwyn Income Fund 36,849,000 25,000 0 -- 36,849,000
Total: Top 10 funds 639,807,000 1,798,000 41,808,000 0 681,615,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 893,216 670,012 34,942 ---
# of Institution Owners 3,483 3,525 1,184 ---
# of Fund Owners 5346 5488 2012 ---
% Owned by Institutions 62.67 75.15 80.26 ---
% Owned by Funds 31.50 43.55 47.41 ---
% Owned by Insiders 0.06 1.35 0.1 ---