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 3,527 18.32 Premium 5,292 7.45
New Owners Premium 312 78.29 Premium 271 13.39
Sold Out Premium 142 27.93 Premium 254 -21.85
# of Owners Buying Premium 1,226 -26.01 Premium 1,428 -48.74
# of Owners Selling Premium 1,462 59.96 Premium 1,831 85.89
Total Shares Owned (Mil) Premium 3,617 -2.30 Premium 1,740 1.49
Total Shares Bought (Mil) Premium 154 -65.92 Premium 60 -93.48
Total Shares Sold (Mil) Premium 250 25.32 Premium 118 114.36
Net Share Change (Mil) Premium -96 -138.06 Premium -58 -106.63

Fund Owners' Style

 AAPL

934 2,528 1,607 Lg
41 83 80 Md
6 6 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 934 144,115,793 4,560,394 17,912,366 -8.48
Large Blend 2,528 906,999,826 21,698,943 58,015,992 -3.85
Large Growth 1,607 679,509,510 33,476,493 40,285,989 -0.99
Mid Value 41 865,715 1,992 323,360 -27.07
Mid Blend 83 2,216,066 382,173 528,661 -6.2
Mid Growth 80 5,887,650 248,116 935,876 -10.46
Small Value 6 20,192 3,700 5,289 -7.3
Small Blend 6 7,753 5,109 971 114.47
Small Growth 7 64,224 6,576 -- --
Total 5,292 1,739,686,729 60,383,496 118,008,504 -3.21
Data displayed as of  10/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,395,191 1,345,991 1.69 2.91 10/31/2014
SPDR® S&P 500 ETF Premium 65,074,324 457,504 1.20 3.8 11/21/2014
Vanguard 500 Index Inv Premium 63,182,093 1,017,850 1.08 3.58 10/31/2014
Vanguard Institutional Index I Premium 60,666,282 1,769 1.03 3.59 10/31/2014
PowerShares QQQ ETF Premium 55,472,577 235,440 1.02 14.69 11/20/2014
Total: Top 5 funds Premium 343,790,467 3,058,554 6.02

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 84,662,000 1,580,000 41,656,000 -- 126,318,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 65,283,006 1,658,006 39,700,000 400,000 104,983,006
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 51,950,000 -- 18,950,000 -- 70,900,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Invesco Pan European High Income Fund 65,000,000 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 610,285,006 78,238,006 229,143,000 400,000 839,428,006
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 683,078 69,537 395,492 ---
# of Institution Owners 3,527 1,709 3,482 ---
# of Fund Owners 5292 2570 5482 ---
% Owned by Institutions 63.59 82.87 74.38 ---
% Owned by Funds 30.32 42.23 40.16 ---
% Owned by Insiders 0.04 0.04 3.49 ---