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 3,529 18.42 Premium 5,299 7.55
New Owners Premium 310 76.14 Premium 279 15.29
Sold Out Premium 142 27.93 Premium 248 -23.46
# of Owners Buying Premium 1,226 -25.88 Premium 1,446 -48.06
# of Owners Selling Premium 1,467 59.98 Premium 1,813 83.87
Total Shares Owned (Mil) Premium 3,609 -2.50 Premium 1,741 1.58
Total Shares Bought (Mil) Premium 144 -68.25 Premium 56 -93.91
Total Shares Sold (Mil) Premium 246 23.15 Premium 117 113.24
Net Share Change (Mil) Premium -102 -140.56 Premium -61 -107.02

Fund Owners' Style

 AAPL

931 2,536 1,608 Lg
41 82 81 Md
6 7 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 931 144,044,742 4,554,840 17,709,106 -8.37
Large Blend 2,536 906,722,735 21,459,616 57,839,389 -3.86
Large Growth 1,608 681,297,375 29,693,296 40,054,322 -1.5
Mid Value 41 865,715 1,689 338,760 -28.02
Mid Blend 82 2,215,113 382,588 528,386 -6.18
Mid Growth 81 5,898,536 248,502 923,836 -10.27
Small Value 6 20,192 3,700 5,289 -7.3
Small Blend 7 9,983 7,339 971 176.15
Small Growth 7 64,224 6,576 -- --
Total 5,299 1,741,138,615 56,358,146 117,400,059 -3.39
Data displayed as of  10/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,395,191 1,345,991 1.69 2.91 10/31/2014
SPDR® S&P 500 ETF Premium 64,704,284 215,296 1.20 3.83 11/25/2014
Vanguard 500 Index Inv Premium 63,182,093 1,017,850 1.08 3.58 10/31/2014
PowerShares QQQ ETF Premium 55,950,000 19,623 1.04 14.69 11/25/2014
Vanguard Institutional Index I Premium 60,666,282 1,769 1.03 3.59 10/31/2014
Total: Top 5 funds Premium 343,897,850 2,600,529 6.04

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 87,183,000 -- 41,656,000 -- 128,839,000
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 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 614,956,000 77,149,994 231,268,000 2,125,000 846,224,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 689,705 70,228 391,288 ---
# of Institution Owners 3,529 1,707 3,484 ---
# of Fund Owners 5299 2569 5481 ---
% Owned by Institutions 63.47 83.27 74.58 ---
% Owned by Funds 30.39 42.27 40.07 ---
% Owned by Insiders 0.04 0.04 3.45 ---