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 3,535 18.50 Premium 5,296 7.47
New Owners Premium 314 79.43 Premium 261 8.75
Sold Out Premium 145 29.46 Premium 251 -23.24
# of Owners Buying Premium 1,227 -25.86 Premium 1,535 -44.86
# of Owners Selling Premium 1,467 60.15 Premium 1,747 77.18
Total Shares Owned (Mil) Premium 3,609 -2.54 Premium 1,742 1.57
Total Shares Bought (Mil) Premium 143 -68.38 Premium 67 -92.77
Total Shares Sold (Mil) Premium 248 24.15 Premium 113 105.25
Net Share Change (Mil) Premium -105 -141.69 Premium -47 -105.36

Fund Owners' Style

 AAPL

938 2,541 1,591 Lg
39 79 90 Md
8 5 5 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 938 143,622,227 5,141,334 14,620,055 -6.19
Large Blend 2,541 899,209,890 20,740,745 61,889,194 -4.38
Large Growth 1,591 689,918,420 40,231,369 35,802,621 0.65
Mid Value 39 927,672 62,242 307,685 -20.92
Mid Blend 79 2,047,034 450,281 251,460 10.76
Mid Growth 90 6,213,846 222,758 553,803 -5.06
Small Value 8 20,794 238 16,699 -44.18
Small Blend 5 9,619 7,339 971 195.88
Small Growth 5 64,357 8,589 -- --
Total 5,296 1,742,033,859 66,864,895 113,442,488 -2.6
Data displayed as of  11/30/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,796,257 401,066 1.70 3.13 11/30/2014
Vanguard 500 Index Inv Premium 63,988,654 806,561 1.09 3.85 11/30/2014
SPDR® S&P 500 ETF Premium 65,470,325 2,237,785 1.05 3.62 12/19/2014
Vanguard Institutional Index I Premium 60,756,164 89,882 1.04 3.86 11/30/2014
PowerShares QQQ ETF Premium 48,316,717 -2,820,490 0.77 13.4 12/19/2014
Vanguard Growth Index Inv Premium 29,977,770 138,935 0.51 7.85 11/30/2014
Fidelity® Contrafund® Premium 32,032,632 584,283 0.55 3.15 10/31/2014
Fidelity Spartan® 500 Index Inv Premium 27,011,926 795,616 0.46 3.52 10/31/2014
CREF Stock Premium 24,637,420 -391,814 0.42 2.12 10/31/2014
Fidelity® Growth Company Premium 21,278,548 -259,100 0.36 5.48 10/31/2014
Total: Top 10 funds Premium 473,266,413 1,582,724 7.95

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 86,633,000 -- 41,656,000 -- 128,289,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 73,783,000 1,000,000 41,975,000 150,000 115,758,000
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
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Total Bond Market II Index Fund 46,600,000 -- 18,950,000 -- 65,550,000
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 615,406,000 11,000,000 231,418,000 150,000 846,824,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
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Market Cap (Mil USD) 655,572 73,180 392,854 ---
# of Institution Owners 3,535 1,715 3,485 ---
# of Fund Owners 5296 2564 5487 ---
% Owned by Institutions 63.42 84.79 74.62 ---
% Owned by Funds 29.79 42.71 39.65 ---
% Owned by Insiders 0.04 0.06 3.42 ---