Equity and Debt

 AAPL

 
Type Mil USD
Equity 123,328.0
Debt 36,403.0
 

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 3,536 18.50 Premium 5,395 9.25
New Owners Premium 320 82.86 Premium 307 25.31
Sold Out Premium 141 21.55 Premium 186 -43.64
# of Owners Buying Premium 1,204 -27.29 Premium 1,387 -50.13
# of Owners Selling Premium 1,485 61.94 Premium 1,891 90.82
Total Shares Owned (Mil) Premium 3,560 -3.88 Premium 1,706 -0.48
Total Shares Bought (Mil) Premium 138 -69.59 Premium 50 -94.55
Total Shares Sold (Mil) Premium 245 22.27 Premium 80 44.53
Net Share Change (Mil) Premium -107 -142.34 Premium -30 -103.42

Fund Owners' Style

 AAPL

966 2,577 1,623 Lg
42 88 85 Md
3 6 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 966 133,553,937 4,469,240 14,915,075 -7.25
Large Blend 2,577 891,433,138 15,416,803 41,664,838 -2.86
Large Growth 1,623 672,315,804 30,016,351 22,072,743 1.2
Mid Value 42 950,980 102,563 572,470 -33.07
Mid Blend 88 1,575,353 137,659 403,386 -14.43
Mid Growth 85 5,651,876 207,099 364,685 -2.71
Small Value 3 6,510 -- 11,609 --
Small Blend 6 9,144 3,030 1,674 17.41
Small Growth 5 66,329 3,589 1,700 2.93
Total 5,395 1,705,563,071 50,356,334 80,008,180 -1.71
Data displayed as of  12/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 98,848,739 -947,518 1.70 2.85 12/31/2014
SPDR® S&P 500 ETF Premium 60,192,877 -428,822 1.10 3.89 01/30/2015
Vanguard 500 Index Inv Premium 63,618,447 -370,207 1.09 3.53 12/31/2014
Vanguard Institutional Index I Premium 59,983,496 -772,668 1.03 3.53 12/31/2014
PowerShares QQQ ETF Premium 45,984,254 -119,187 0.85 14.64 01/29/2015
Total: Top 5 funds Premium 328,627,813 -2,638,402 5.77

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 83,683,000 -2,400,000 41,656,000 -- 125,339,000
Vanguard Total Bond Market Index Fund 77,283,000 3,500,000 44,218,000 2,243,000 121,501,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
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
Vanguard Total Bond Market II Index Fund 49,225,000 2,625,000 18,950,000 -- 68,175,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Invesco Pan European High Income Fund 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 618,581,000 13,725,000 233,661,000 2,243,000 852,242,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 682,427 66,265 331,433 ---
# of Institution Owners 3,536 1,690 3,466 ---
# of Fund Owners 5395 2581 5395 ---
% Owned by Institutions 62.53 83.36 73.19 ---
% Owned by Funds 29.56 41.89 38.70 ---
% Owned by Insiders 0.04 0.06 3.18 ---