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 3,520 22.01 Premium 5,397 11.44
New Owners Premium 366 154.17 Premium 343 29.43
Sold Out Premium 137 -13.29 Premium 200 -28.83
# of Owners Buying Premium 1,585 35.82 Premium 1,697 35.98
# of Owners Selling Premium 1,081 -1.46 Premium 1,410 9.90
Total Shares Owned (Mil) Premium 3,708 604.70 Premium 1,644 592.08
Total Shares Bought (Mil) Premium 428 1010.84 Premium 271 1911.99
Total Shares Sold (Mil) Premium 200 312.86 Premium 36 241.52
Net Share Change (Mil) Premium 228 -2412.39 Premium 236 7576.25

Fund Owners' Style

 AAPL

990 2,668 1,516 Lg
50 77 81 Md
5 4 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 990 144,817,056 38,027,751 5,233,744 29.27
Large Blend 2,668 825,316,785 98,882,810 12,307,477 11.72
Large Growth 1,516 665,003,062 131,401,389 16,972,276 20.78
Mid Value 50 1,083,754 104,535 88,144 1.54
Mid Blend 77 1,704,165 787,340 116,194 64.97
Mid Growth 81 6,408,244 1,848,730 645,577 23.11
Small Value 5 12,639 -- 9,200 --
Small Blend 4 6,925 5,790 15,267 -57.78
Small Growth 6 56,033 33,976 2,000 132.92
Total 5,397 1,644,408,663 271,092,321 35,389,879 16.73
Data displayed as of  08/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 97,948,090 1,109,897 1.64 2.78 08/31/2014
Vanguard 500 Index Inv Premium 62,451,144 560,802 1.04 3.46 08/31/2014
SPDR® S&P 500 ETF Premium 62,411,749 535,035 1.03 3.42 09/24/2014
Vanguard Institutional Index I Premium 61,737,589 354,400 1.03 3.46 08/31/2014
PowerShares QQQ ETF Premium 58,610,923 -1,087,798 0.97 13.32 09/24/2014
Fidelity® Contrafund® Premium 32,775,949 -3,209,800 0.55 2.95 07/31/2014
Vanguard Growth Index Inv Premium 29,569,751 308,311 0.49 7.14 08/31/2014
Fidelity Spartan® 500 Index Inv Premium 26,112,557 203,657 0.44 3.29 07/31/2014
CREF Stock Premium 25,489,308 -1,001,806 0.43 1.94 07/31/2014
Technology Select Sector SPDR® ETF Premium 21,314,741 9,225 0.35 15.45 09/24/2014
Total: Top 10 funds Premium 478,421,801 -2,218,077 7.97

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 78,584,000 -- 40,000,000 -- 118,584,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 63,625,000 500,000 39,300,000 550,000 102,925,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 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
DFA One Year Fixed Income Portfolio 0 10,022,000 43,137,000 10,022,000 43,137,000
Undrly Pru (M&G) Corp Bd Life 45,000,000 -10,000,000 0 -- 45,000,000
AXA LE M&G Strategic Corporate Bond 45,000,000 -20,000,000 0 -- 45,000,000
Total: Top 10 funds 572,094,000 -19,500,000 227,087,000 10,572,000 799,181,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 586,033 65,824 379,363 ---
# of Institution Owners 3,520 1,697 3,480 ---
# of Fund Owners 5397 2519 5513 ---
% Owned by Institutions 64.43 82.77 73.93 ---
% Owned by Funds 29.81 42.49 39.49 ---
% Owned by Insiders 0.04 0.05 3.79 ---