Equity and Debt

 AAPL

 
Type Mil USD
Equity 129,684.0
Debt 16,961.0
 

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 3,416 25.68 Premium 5,321 11.53
New Owners Premium 480 162.30 Premium 297 38.79
Sold Out Premium 166 0.61 Premium 304 -29.79
# of Owners Buying Premium 1,213 20.58 Premium 1,422 9.81
# of Owners Selling Premium 1,211 8.81 Premium 1,585 4.69
Total Shares Owned (Mil) Premium 573 6.38 Premium 252 6.23
Total Shares Bought (Mil) Premium 42 30.35 Premium 9 -2.88
Total Shares Sold (Mil) Premium 37 -10.61 Premium 11 -25.39
Net Share Change (Mil) Premium 6 -169.52 Premium -2 -64.97

Fund Owners' Style

 AAPL

985 2,621 1,493 Lg
39 81 73 Md
6 10 13 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 985 16,968,137 1,347,204 1,248,123 0.59
Large Blend 2,621 135,466,443 3,087,853 2,644,502 0.33
Large Growth 1,493 98,305,256 4,704,443 6,838,659 -2.12
Mid Value 39 63,487 10,767 9,561 1.94
Mid Blend 81 361,427 14,570 26,714 -3.25
Mid Growth 73 373,178 78,304 369,842 -43.86
Small Value 6 9,134 1,340 8,950 -45.45
Small Blend 10 8,548 7,637 2,095 184.36
Small Growth 13 14,612 6,902 20 89.03
Total 5,321 251,570,222 9,259,020 11,148,466 -0.75
Data displayed as of  02/28/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 13,655,535 203,160 1.53 2.26 01/31/2014
PowerShares QQQ Premium 10,033,767 -11,772 1.14 11.58 03/19/2014
SPDR S&P 500 Premium 8,620,712 85,170 0.98 2.86 03/19/2014
Vanguard Institutional Index I Premium 8,889,464 44,674 1.00 2.82 01/31/2014
Vanguard 500 Index Inv Premium 8,729,620 49,946 0.98 2.81 01/31/2014
Fidelity® Contrafund® Premium 5,890,282 -813,242 0.66 2.72 01/31/2014
SSgA S&P 500 Index Strategy Premium 5,645,398 36,704 0.60 2.88 03/31/2013
Vanguard Growth Index Inv Premium 4,196,818 -3,143 0.47 5.79 01/31/2014
CREF Stock Premium 3,929,384 -53,707 0.44 1.62 01/31/2014
Fidelity Spartan® 500 Index Inv Premium 3,754,544 0 0.42 2.76 01/31/2014
Total: Top 10 funds Premium 73,345,524 -462,210 8.22

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
AXA LE Invesco Perpetual Corporate Bond 130,145,000 50,000,280 0 -- 130,145,000
iShares iBoxx $ Invst Grade Crp Bond 85,499,000 -- 34,000,000 -- 119,499,000
DFA Five-Year Global Fixed-Income Port 0 -- 95,700,000 -- 95,700,000
Vanguard Total Bond Market Index Fund 59,925,000 5,375,000 38,650,000 -- 98,575,000
Undrly Pru (M&G) Corp Bd Life 85,000,000 -- 0 -- 85,000,000
BlackRock Global Allocation Fund 0 -275,000 71,971,000 -275,000 71,971,000
Vanguard Intermediate-Term Invmt-Grd 78,300,000 -- 0 -- 78,300,000
AXA LE M&G Strategic Corporate Bond 80,000,000 -- 0 -- 80,000,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Wellington™ 65,685,000 -- 0 -- 65,685,000
Total: Top 10 funds 654,044,000 55,375,280 240,321,000 -275,000 894,365,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 473,878 59,924 325,969 403,009
# of Institution Owners 3,416 1,571 3,405 2,937
# of Fund Owners 5321 2143 5166 4703
% Owned by Institutions 64.14 87.38 73.02 73.54
% Owned by Funds 28.24 38.70 37.65 39.34
% Owned by Insiders 0.04 0.04 8.23 0.02