Equity and Debt

 AAPL

 
Type Mil USD
Equity 123,328.0
Debt 36,403.0
 

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 3,717 25.15 Premium 5,465 12.26
New Owners Premium 441 219.57 Premium 276 49.19
Sold Out Premium 142 32.71 Premium 207 -33.65
# of Owners Buying Premium 1,241 20.60 Premium 1,545 36.24
# of Owners Selling Premium 1,493 9.06 Premium 1,785 -7.22
Total Shares Owned (Mil) Premium 3,631 2.14 Premium 1,771 2.94
Total Shares Bought (Mil) Premium 243 83.80 Premium 113 160.70
Total Shares Sold (Mil) Premium 213 -13.08 Premium 75 -28.14
Net Share Change (Mil) Premium 30 -126.91 Premium 39 -164.07

Fund Owners' Style

 AAPL

955 2,663 1,609 Lg
43 85 92 Md
2 8 8 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 955 127,466,514 3,906,950 13,256,359 -6.83
Large Blend 2,663 978,261,601 89,272,641 37,835,446 5.55
Large Growth 1,609 656,725,958 19,101,166 22,450,991 -0.51
Mid Value 43 959,230 205,938 133,615 8.15
Mid Blend 85 1,318,996 102,893 252,949 -10.21
Mid Growth 92 6,088,851 749,148 618,730 2.19
Small Value 2 15,400 15,000 -- --
Small Blend 8 9,913 4,564 2,174 31.77
Small Growth 8 86,438 16,109 1,700 20
Total 5,465 1,770,932,901 113,374,409 74,551,964 2.24
Data displayed as of  02/28/2015

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 101,053,494 2,204,755 1.73 3.11 01/31/2015
SPDR® S&P 500 ETF Premium 60,126,679 -66,000 1.02 3.97 03/05/2015
Vanguard 500 Index Inv Premium 64,632,133 1,013,686 1.11 3.87 01/31/2015
Vanguard Institutional Index I Premium 60,829,996 846,500 1.04 3.85 01/31/2015
PowerShares QQQ ETF Premium 47,185,222 -25,112 0.80 14.61 03/05/2015
Fidelity® Contrafund® Premium 34,149,350 469,980 0.59 3.76 01/31/2015
Vanguard Growth Index Inv Premium 29,897,731 405,140 0.51 7.76 01/31/2015
Fidelity Spartan® 500 Index Inv Premium 27,309,060 389,765 0.47 3.81 01/31/2015
CREF Stock Premium 23,032,795 -1,086,476 0.40 2.04 12/31/2014
Fidelity® Growth Company Premium 20,892,348 8,500 0.36 5.84 01/31/2015
Total: Top 10 funds Premium 469,108,808 4,160,738 8.03

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 93,108,000 -- 43,656,000 -- 136,764,000
Vanguard Total Bond Market Index Fund 82,983,000 5,700,000 44,327,000 109,000 127,310,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Intermediate-Term Invmt-Grd 88,300,000 -10,000,000 0 -- 88,300,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
Vanguard Total Bond Market II Index Fund 49,225,000 -- 18,950,000 -- 68,175,000
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 Short-Term Corp Bd Idx 0 2,000,000 43,183,000 2,000,000 43,183,000
Vanguard Long Term Investment Grade Fund 41,755,000 -3,700,000 0 -- 41,755,000
Total: Top 10 funds 550,516,000 -8,000,000 278,953,000 2,109,000 829,469,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 736,306 62,359 353,665 ---
# of Institution Owners 3,717 1,753 3,606 ---
# of Fund Owners 5465 2565 5406 ---
% Owned by Institutions 63.90 82.61 75.50 ---
% Owned by Funds 30.26 42.14 39.81 ---
% Owned by Insiders 0.05 0.06 2.97 ---