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 3,409 25.61 Premium 5,317 11.54
New Owners Premium 475 160.99 Premium 299 39.72
Sold Out Premium 165 -1.20 Premium 302 -30.09
# of Owners Buying Premium 1,214 20.80 Premium 1,429 10.43
# of Owners Selling Premium 1,206 8.36 Premium 1,601 5.68
Total Shares Owned (Mil) Premium 573 6.37 Premium 253 7.00
Total Shares Bought (Mil) Premium 43 30.71 Premium 9 -1.62
Total Shares Sold (Mil) Premium 37 -10.51 Premium 12 -23.01
Net Share Change (Mil) Premium 6 -170.22 Premium -2 -60.62

Fund Owners' Style

 AAPL

980 2,621 1,492 Lg
42 79 74 Md
6 10 13 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 980 16,951,288 1,436,892 1,250,334 1.11
Large Blend 2,621 137,164,137 3,079,427 2,760,192 0.23
Large Growth 1,492 98,361,201 4,719,815 7,087,317 -2.35
Mid Value 42 91,233 35,003 9,501 38.8
Mid Blend 79 356,878 14,132 26,714 -3.41
Mid Growth 74 416,501 77,232 345,767 -39.2
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 5,317 253,373,532 9,378,380 11,490,890 -0.83
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 10,030,824 -134,397 1.15 11.62 03/12/2014
SPDR S&P 500 Premium 8,559,590 -30,060 0.98 2.88 03/12/2014
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 73,281,459 -700,065 8.23

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 87,227,000 -1,400,000 33,000,000 -- 120,227,000
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 655,772,000 53,975,280 239,321,000 -275,000 895,093,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 478,650 56,077 317,669 405,714
# of Institution Owners 3,409 1,570 3,397 2,932
# of Fund Owners 5317 2136 5156 4696
% Owned by Institutions 64.14 87.20 73.12 73.61
% Owned by Funds 28.47 38.66 37.73 39.51
% Owned by Insiders 0.04 0.04 8.12 0.02