Equity and Debt

 AAPL

 
Type Mil USD
Equity 128,267.0
Debt 62,963.0
 

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 3,866 15.64 Premium 5,911 5.97
New Owners Premium 335 132.64 Premium 300 14.94
Sold Out Premium 169 79.79 Premium 225 23.63
# of Owners Buying Premium 1,508 21.81 Premium 1,360 13.43
# of Owners Selling Premium 1,375 -0.79 Premium 2,006 5.30
Total Shares Owned (Mil) Premium 3,633 5.44 Premium 1,661 -1.39
Total Shares Bought (Mil) Premium 441 375.08 Premium 50 114.00
Total Shares Sold (Mil) Premium 216 19.22 Premium 76 37.69
Net Share Change (Mil) Premium 225 -355.05 Premium -26 -18.53

Fund Owners' Style

 AAPL

911 2,916 1,885 Lg
48 61 78 Md
2 4 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 911 84,659,968 4,756,941 11,264,972 -7.14
Large Blend 2,916 961,071,158 28,905,365 33,511,323 -0.48
Large Growth 1,885 608,765,545 15,355,496 29,141,702 -2.21
Mid Value 48 1,367,774 507,277 185,428 30.77
Mid Blend 61 922,752 148,054 546,001 -30.13
Mid Growth 78 4,207,275 99,237 835,781 -14.9
Small Value 2 16,515 7,082 -- --
Small Blend 4 65,884 5,360 1,413 6.37
Small Growth 6 41,560 3,000 54,516 -55.35
Total 5,911 1,661,118,431 49,787,812 75,541,136 -1.53
Data displayed as of  01/31/2016

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 97,115,836 -5,623,632 1.75 2.55 12/31/2015
Vanguard 500 Index Inv Premium 68,072,998 -465,976 1.23 3.27 12/31/2015
Vanguard Institutional Index I Premium 60,375,238 -791,300 1.09 3.27 12/31/2015
SPDR® S&P 500 ETF Premium 56,198,776 15,890 0.98 3.19 02/05/2016
PowerShares QQQ ETF Premium 43,370,372 247,548 0.78 11.21 02/04/2016
Total: Top 5 funds Premium 325,133,220 -6,617,470 5.83

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 87,297,000 100,000 31,543,000 -- 118,840,000
Vanguard Intermediate-Term Invmt-Grd 116,325,000 22,000,000 0 -- 116,325,000
SL Intl Inv Perp Corp Bd 100,000,000 -- 0 -- 100,000,000
iShares iBoxx $ Invst Grade Crp Bond 94,620,000 -2,500,000 0 -- 94,620,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 43,575,000 -- 11,000,000 -- 54,575,000
ZI Invesco Euro Corporate Bond 50,000,000 -10,000,000 0 -- 50,000,000
Focused SICAV High Grade Lg Trm Bd USD 47,000,000 -- 0 -- 47,000,000
AB Exchange Reserves 0 1,150,000 44,699,000 1,150,000 44,699,000
Prudential Core Taxable MMkt 0 -- 43,900,000 -- 43,900,000
Total: Top 10 funds 603,817,000 9,600,000 131,142,000 1,150,000 734,959,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 521,135 16,879 399,420 ---
# of Institution Owners 3,866 637 3,641 ---
# of Fund Owners 5911 1527 5438 ---
% Owned by Institutions 67.15 49.57 80.42 ---
% Owned by Funds 29.83 39.81 42.22 ---
% Owned by Insiders 0.06 0.05 2.64 ---