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 3,510 21.88 Premium 5,329 9.94
New Owners Premium 366 154.17 Premium 325 23.11
Sold Out Premium 136 -14.47 Premium 231 -18.09
# of Owners Buying Premium 1,600 37.34 Premium 1,885 50.92
# of Owners Selling Premium 1,067 -2.47 Premium 1,340 4.28
Total Shares Owned (Mil) Premium 3,687 601.09 Premium 1,593 570.47
Total Shares Bought (Mil) Premium 434 1026.80 Premium 314 2229.30
Total Shares Sold (Mil) Premium 207 327.30 Premium 32 209.60
Net Share Change (Mil) Premium 227 -2390.80 Premium 281 9126.56

Fund Owners' Style

 AAPL

1,002 2,620 1,487 Lg
47 79 78 Md
2 7 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,002 142,302,919 47,833,565 7,627,507 39.38
Large Blend 2,620 787,992,970 114,422,037 9,069,195 15.43
Large Growth 1,487 653,616,717 148,951,477 14,573,598 25.88
Mid Value 47 448,548 186,464 125,932 15.6
Mid Blend 79 1,962,314 865,236 141,802 58.39
Mid Growth 78 6,535,828 1,445,767 405,903 18.92
Small Value 2 19,970 -- 4,360 --
Small Blend 7 7,102 5,790 7,947 -23.3
Small Growth 7 55,839 33,976 2,800 126.41
Total 5,329 1,592,942,207 313,744,312 31,959,044 21.49
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 61,591,458 0 1.10 13.54 08/28/2014
SPDR S&P 500 Premium 58,273,906 165,963 1.04 3.46 08/29/2014
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
Fidelity® Contrafund® Premium 32,775,949 -3,209,800 0.55 2.95 07/31/2014
Vanguard Growth Index Inv Premium 29,261,440 204,886 0.49 6.97 07/31/2014
Fidelity Spartan® 500 Index Inv Premium 26,112,557 203,657 0.44 3.29 07/31/2014
CREF Stock Premium 26,491,114 -390,930 0.44 1.91 06/30/2014
Technology Select Sector SPDR® ETF Premium 21,638,563 -21,812 0.39 15.89 08/29/2014
Total: Top 10 funds Premium 476,256,711 -1,489,282 8.12

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 81,134,000 -- 40,000,000 -- 121,134,000
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
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
Vanguard Long Term Investment Grade Fund 45,455,000 2,700,000 0 -- 45,455,000
Total: Top 10 funds 619,599,000 -16,700,000 183,400,000 -10,000,000 802,999,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 613,756 71,111 374,336 ---
# of Institution Owners 3,510 1,690 3,470 ---
# of Fund Owners 5329 2483 5470 ---
% Owned by Institutions 64.26 82.43 73.88 ---
% Owned by Funds 30.00 42.64 39.11 ---
% Owned by Insiders 0.04 0.05 3.66 ---