Equity and Debt

 AAPL

 
Type Mil USD
Equity 134,047.0
Debt 115,680.0
 

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 3,472 15.62 Premium 5,326 15.66
New Owners Premium 231 143.16 Premium 141 53.26
Sold Out Premium 137 31.73 Premium 255 -8.93
# of Owners Buying Premium 960 7.87 Premium 1,118 12.47
# of Owners Selling Premium 1,628 6.47 Premium 1,777 4.41
Total Shares Owned (Mil) Premium 3,148 1.90 Premium 1,601 1.46
Total Shares Bought (Mil) Premium 137 32.41 Premium 25 6.35
Total Shares Sold (Mil) Premium 321 -0.17 Premium 45 -29.19
Net Share Change (Mil) Premium -184 -15.65 Premium -20 -50.32

Fund Owners' Style

 AAPL

783 2,585 1,789 Lg
33 63 68 Md
1 2 2 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 783 80,088,838 2,094,909 10,930,341 -9.94
Large Blend 2,585 893,485,541 7,985,389 13,559,678 -0.62
Large Growth 1,789 624,057,049 14,850,118 19,793,527 -0.79
Mid Value 33 424,435 154,569 23,019 44.92
Mid Blend 63 1,358,176 61,156 191,836 -8.78
Mid Growth 68 1,054,346 30,363 317,168 -21.38
Small Value 1 500 -- 1,000 --
Small Blend 2 290 -- 1,700 --
Small Growth 2 28,000 -- 1,650 --
Total 5,326 1,600,497,175 25,176,504 44,819,919 -1.21
Data displayed as of  10/31/2017

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 110,393,595 -432,354 2.15 2.73 09/30/2017
Vanguard 500 Index Inv Premium 85,678,147 2,183,212 1.67 3.94 10/31/2017
SPDR® S&P 500 ETF Premium 56,898,015 -189,315 1.11 3.96 11/20/2017
Vanguard Institutional Index I Premium 53,949,507 -1,039,010 1.05 3.94 10/31/2017
PowerShares QQQ ETF Premium 41,845,823 -395,136 0.82 12.14 11/20/2017
Vanguard Growth Index Inv Premium 30,514,561 180,416 0.59 7.27 10/31/2017
Fidelity Spartan® 500 Index Inv Premium 30,039,234 -291,135 0.59 3.67 09/30/2017
Fidelity® Contrafund® Premium 26,923,290 166,293 0.53 3.52 09/30/2017
T. Rowe Price Growth Stock Premium 19,190,782 1,172,873 0.37 6.02 09/30/2017
Technology Select Sector SPDR® ETF Premium 16,942,478 -141,729 0.33 14.89 11/20/2017
Total: Top 10 funds Premium 472,375,432 1,214,115 9.21

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 121,149,000 270,000 0 -- 121,149,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
Vanguard Total Bond Market Index Fund 92,030,000 -- 0 -- 92,030,000
Vanguard Interm-Tm Corp Bd Idx 71,095,000 1,773,000 0 -- 71,095,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 58,385,000 -- 0 -- 58,385,000
Vanguard Intermediate-Term Bond Index Fd 50,169,000 -- 0 -- 50,169,000
iShares Floating Rate Bond 0 -- 41,808,000 -- 41,808,000
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
Universal Invest Global Flexible 0 40,000,000 40,000,000 40,000,000 40,000,000
Total: Top 10 funds 604,153,000 2,043,000 81,808,000 40,000,000 685,961,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 872,730 636,685 36,946 ---
# of Institution Owners 3,472 3,507 1,175 ---
# of Fund Owners 5326 5414 1995 ---
% Owned by Institutions 63.03 75.49 81.43 ---
% Owned by Funds 31.50 43.16 48.17 ---
% Owned by Insiders 0.06 1.38 0.05 ---