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 3,497 20.75 Premium 5,272 8.81
New Owners Premium 336 131.72 Premium 258 -3.37
Sold Out Premium 128 -18.47 Premium 274 -2.84
# of Owners Buying Premium 1,327 13.32 Premium 1,513 21.23
# of Owners Selling Premium 1,330 20.69 Premium 1,716 33.75
Total Shares Owned (Mil) Premium 3,702 602.93 Premium 1,728 626.70
Total Shares Bought (Mil) Premium 298 664.92 Premium 110 695.79
Total Shares Sold (Mil) Premium 221 357.06 Premium 101 873.67
Net Share Change (Mil) Premium 76 -905.47 Premium 9 151.59

Fund Owners' Style

 AAPL

923 2,585 1,540 Lg
44 78 82 Md
6 6 8 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 923 148,323,485 11,981,836 11,429,606 0.37
Large Blend 2,585 915,329,514 44,037,356 53,873,507 -1.06
Large Growth 1,540 654,069,113 51,614,404 35,342,531 2.55
Mid Value 44 1,164,402 13,934 372,803 -23.56
Mid Blend 78 2,460,530 503,828 89,855 20.23
Mid Growth 82 6,542,452 1,688,296 109,724 31.8
Small Value 6 17,892 5,201 4,113 6.47
Small Blend 6 7,753 5,109 8,271 -28.97
Small Growth 8 64,483 10,576 1,800 15.75
Total 5,272 1,727,979,624 109,860,540 101,232,210 0.5
Data displayed as of  09/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 98,049,200 101,110 1.67 2.78 09/30/2014
SPDR® S&P 500 ETF Premium 61,356,732 215,296 1.11 3.6 10/28/2014
Vanguard 500 Index Inv Premium 62,164,243 -286,901 1.06 3.43 09/30/2014
Vanguard Institutional Index I Premium 60,664,513 -1,073,076 1.03 3.43 09/30/2014
PowerShares QQQ ETF Premium 51,013,666 313,632 0.93 14.01 10/29/2014
Fidelity® Contrafund® Premium 32,443,049 -332,900 0.54 3.01 08/31/2014
Vanguard Growth Index Inv Premium 29,450,196 -119,555 0.50 7.11 09/30/2014
Fidelity Spartan® 500 Index Inv Premium 26,148,108 35,551 0.44 3.36 08/31/2014
CREF Stock Premium 25,609,752 120,444 0.43 2.04 08/31/2014
Fidelity® Growth Company Premium 21,649,048 -62,300 0.36 5.29 08/31/2014
Total: Top 10 funds Premium 468,548,507 -1,088,699 8.07

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 79,032,000 -- 41,656,000 -- 120,688,000
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
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 10,000,000 0 -- 88,300,000
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 2,700,000 0 -- 45,455,000
Total: Top 10 funds 594,655,006 79,358,006 229,143,000 400,000 823,798,006
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 629,532 66,029 384,282 ---
# of Institution Owners 3,497 1,696 3,452 ---
# of Fund Owners 5272 2539 5439 ---
% Owned by Institutions 65.05 82.43 73.34 ---
% Owned by Funds 30.22 41.70 39.64 ---
% Owned by Insiders 0.04 0.04 3.67 ---