Equity and Debt

 AAPL

 
Type Mil USD
Equity 140,199.0
Debt 122,400.0
 

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 3,467 16.66 Premium 5,279 16.02
New Owners Premium 226 159.77 Premium 138 33.98
Sold Out Premium 111 20.65 Premium 189 -17.11
# of Owners Buying Premium 1,022 14.70 Premium 1,078 22.64
# of Owners Selling Premium 1,620 12.11 Premium 2,064 31.05
Total Shares Owned (Mil) Premium 3,073 1.95 Premium 1,447 -7.48
Total Shares Bought (Mil) Premium 119 33.02 Premium 25 23.53
Total Shares Sold (Mil) Premium 130 -2.40 Premium 171 270.78
Net Share Change (Mil) Premium -11 -74.75 Premium -147 456.86

Fund Owners' Style

 AAPL

739 2,643 1,742 Lg
33 58 56 Md
-- 5 3 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 739 74,048,138 2,002,187 7,585,375 -7.01
Large Blend 2,643 795,665,470 12,239,739 134,923,024 -13.36
Large Growth 1,742 574,537,780 10,151,384 27,978,827 -3.01
Mid Value 33 460,919 24,377 24,052 0.07
Mid Blend 58 1,191,723 54,649 220,016 -12.19
Mid Growth 56 923,460 27,033 418,537 -29.77
Small Value -- -- -- -- --
Small Blend 5 18,697 3,000 17,699 -44.01
Small Growth 3 27,420 -- 5,790 --
Total 5,279 1,446,873,607 24,502,369 171,173,320 -9.2
Data displayed as of  01/31/2018

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard 500 Index Inv Premium 89,362,859 1,630,549 1.76 3.55 01/31/2018
SPDR® S&P 500 ETF Premium 60,339,002 113,962 1.22 3.79 02/16/2018
Vanguard Institutional Index I Premium 51,166,960 -831,592 1.01 3.56 01/31/2018
PowerShares QQQ ETF Premium 40,355,287 534,884 0.82 11.41 02/19/2018
Fidelity Spartan® 500 Index Inv Premium 31,160,642 159,430 0.61 3.76 12/31/2017
Vanguard Growth Index Inv Premium 31,033,709 -81,510 0.61 6.65 01/31/2018
Fidelity® Contrafund® Premium 23,230,905 -1,571,845 0.46 3.18 12/31/2017
T. Rowe Price Growth Stock Premium 18,910,198 -280,584 0.37 6.36 12/31/2017
Technology Select Sector SPDR® ETF Premium 16,504,014 -8,322 0.33 14.26 02/16/2018
iShares Russell 1000 Growth Premium 15,645,576 0 0.32 6.63 02/16/2018
Total: Top 10 funds Premium 377,709,152 -335,028 7.51

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 104,757,000 150,000 0 -- 104,757,000
Vanguard Total Bond Market Index Fund 93,534,000 -250,000 0 -- 93,534,000
Vanguard Intermediate-Term Invmt-Grd 82,625,000 -23,700,000 0 -- 82,625,000
Vanguard Interm-Tm Corp Bd Idx 74,178,000 3,109,000 0 -- 74,178,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Total Bond Market II Index Fund 59,928,000 -- 0 -- 59,928,000
Vanguard Intermediate-Term Bond Index Fd 52,292,000 570,000 0 -- 52,292,000
SL Intl Inv Perp Corp Bd 40,000,000 -- 0 -- 40,000,000
iShares Floating Rate Bond 0 -- 41,583,000 -- 41,583,000
Vanguard Long Term Investment Grade Fund 36,955,000 2,000,000 0 -- 36,955,000
Total: Top 10 funds 609,269,000 -18,121,000 41,583,000 0 650,852,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
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Market Cap (Mil USD) 874,912 708,381 35,208 ---
# of Institution Owners 3,467 3,528 1,181 ---
# of Fund Owners 5279 5530 1989 ---
% Owned by Institutions 62.15 74.80 82.12 ---
% Owned by Funds 28.65 40.53 45.81 ---
% Owned by Insiders 0.06 1.4 0.09 ---