Equity and Debt

 AAPL

 
Type Mil USD
Equity 128,249.0
Debt 87,032.0
 

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 3,639 14.18 Premium 5,869 5.16
New Owners Premium 287 187.00 Premium 346 11.61
Sold Out Premium 156 -23.90 Premium 244 -46.26
# of Owners Buying Premium 1,152 -4.40 Premium 1,343 17.60
# of Owners Selling Premium 1,572 15.16 Premium 1,896 -3.76
Total Shares Owned (Mil) Premium 3,137 0.05 Premium 1,662 7.16
Total Shares Bought (Mil) Premium 220 50.92 Premium 54 17.25
Total Shares Sold (Mil) Premium 223 -38.33 Premium 44 -38.47
Net Share Change (Mil) Premium -2 -98.91 Premium 10 -141.09

Fund Owners' Style

 AAPL

1,155 2,724 1,767 Lg
73 72 61 Md
1 10 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,155 136,966,695 15,845,573 6,149,058 7.62
Large Blend 2,724 912,904,164 21,382,787 13,755,250 0.84
Large Growth 1,767 606,523,173 16,188,112 22,714,858 -1.06
Mid Value 73 1,018,788 60,884 84,869 -2.3
Mid Blend 72 2,580,606 279,748 438,231 -5.79
Mid Growth 61 1,577,797 230,373 339,134 -6.45
Small Value 1 201 -- 1,000 --
Small Blend 10 67,513 37,763 4,700 95.97
Small Growth 6 29,898 671 3,520 -8.7
Total 5,869 1,661,668,835 54,025,911 43,490,620 0.64
Data displayed as of  12/31/2016

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 107,359,335 -798,959 2.04 2.48 12/31/2016
Vanguard 500 Index Inv Premium 77,947,003 1,240,744 1.48 3.19 12/31/2016
SPDR® S&P 500 ETF Premium 60,569,972 -407,748 1.19 3.26 01/20/2017
Vanguard Institutional Index I Premium 58,265,090 -1,372,910 1.11 3.19 12/31/2016
PowerShares QQQ ETF Premium 39,602,404 -11,190 0.78 10.9 01/19/2017
Vanguard Growth Index Inv Premium 30,019,537 272,569 0.57 6.38 12/31/2016
Fidelity Spartan® 500 Index Inv Premium 29,745,597 234,447 0.56 3.03 11/30/2016
Fidelity® Contrafund® Premium 26,887,234 -473,400 0.50 2.84 11/30/2016
CREF Stock R1 Premium 18,653,181 -406,119 0.35 1.84 11/30/2016
Technology Select Sector SPDR® ETF Premium 17,073,781 -19,950 0.34 13.73 01/20/2017
Total: Top 10 funds Premium 466,123,134 -1,742,516 8.92

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
Vanguard Total Bond Market Index Fund 90,530,000 1,541,000 41,693,000 10,000,000 132,223,000
Vanguard Intermediate-Term Invmt-Grd 106,325,000 -- 0 -- 106,325,000
SL Intl Inv Perp Corp Bd 100,000,000 -- 0 -- 100,000,000
iShares iBoxx $ Invst Grade Crp Bond 89,969,000 -1,800,000 0 -- 89,969,000
Vanguard Total Bond Market II Index Fund 51,285,000 7,960,000 29,663,000 -9,950,000 80,948,000
Invesco Pan European High Income Fund 65,000,000 -- 0 -- 65,000,000
Vanguard Intermediate-Term Bond Index Fd 47,442,000 10,012,000 0 -- 47,442,000
Vanguard Interm-Tm Corp Bd Idx 45,370,034 4,430,000 0 -- 45,370,034
Vanguard Short-Term Corp Bd Idx 0 400,000 43,948,000 400,000 43,948,000
iShares 1-3 Year Credit Bond 0 -75,000 40,558,000 -75,000 40,558,000
Total: Top 10 funds 595,921,034 22,143,000 155,862,000 375,000 751,783,034
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) 630,938 487,825 25,121 ---
# of Institution Owners 3,639 3,528 1,227 ---
# of Fund Owners 5869 5615 2009 ---
% Owned by Institutions 61.15 74.13 81.08 ---
% Owned by Funds 31.70 42.50 46.13 ---
% Owned by Insiders 0.07 2.39 0.1 ---