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 3,514 17.80 Premium 5,355 8.40
New Owners Premium 315 78.98 Premium 303 24.18
Sold Out Premium 143 25.44 Premium 205 -37.31
# of Owners Buying Premium 1,201 -27.43 Premium 1,391 -50.05
# of Owners Selling Premium 1,480 61.57 Premium 1,866 88.29
Total Shares Owned (Mil) Premium 3,559 -3.90 Premium 1,715 0.03
Total Shares Bought (Mil) Premium 136 -69.85 Premium 50 -94.64
Total Shares Sold (Mil) Premium 245 22.68 Premium 81 45.94
Net Share Change (Mil) Premium -109 -143.12 Premium -31 -103.60

Fund Owners' Style

 AAPL

959 2,568 1,599 Lg
42 87 86 Md
3 5 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 959 135,525,832 4,660,100 15,549,457 -7.44
Large Blend 2,568 900,765,086 15,097,352 36,494,209 -2.32
Large Growth 1,599 670,532,671 29,285,402 26,986,688 0.34
Mid Value 42 772,142 97,776 550,489 -36.96
Mid Blend 87 1,655,803 153,286 397,532 -12.85
Mid Growth 86 5,834,466 230,905 775,152 -8.53
Small Value 3 6,510 -- 11,609 --
Small Blend 5 7,394 3,030 1,674 22.46
Small Growth 6 68,079 10,789 1,700 15.41
Total 5,355 1,715,167,983 49,538,640 80,768,510 -1.79
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 1.69 2.85 12/31/2014
SPDR® S&P 500 ETF Premium 62,552,904 -175,059 1.09 3.62 01/23/2015
Vanguard 500 Index Inv Premium 63,618,447 -370,207 1.08 3.53 12/31/2014
Vanguard Institutional Index I Premium 59,983,496 -772,668 1.02 3.53 12/31/2014
PowerShares QQQ ETF Premium 45,451,049 -495,567 0.79 13.6 01/23/2015
Total: Top 5 funds Premium 330,454,635 -2,761,019 5.67

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) 662,610 73,510 388,898 ---
# of Institution Owners 3,514 1,697 3,448 ---
# of Fund Owners 5355 2580 5371 ---
% Owned by Institutions 62.55 83.44 73.21 ---
% Owned by Funds 29.54 42.15 39.18 ---
% Owned by Insiders 0.04 0.06 3.43 ---