Equity and Debt

 AAPL

 
Type Mil USD
Equity 120,940.0
Debt 31,040.0
 

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 3,508 21.76 Premium 5,308 9.53
New Owners Premium 370 156.94 Premium 340 29.28
Sold Out Premium 139 -12.58 Premium 237 -15.96
# of Owners Buying Premium 1,634 40.50 Premium 2,090 67.60
# of Owners Selling Premium 1,051 -4.02 Premium 1,228 -4.58
Total Shares Owned (Mil) Premium 3,678 599.31 Premium 1,576 563.31
Total Shares Bought (Mil) Premium 436 1031.18 Premium 543 3947.81
Total Shares Sold (Mil) Premium 207 326.40 Premium 21 100.66
Net Share Change (Mil) Premium 229 -2413.83 Premium 522 17303.81

Fund Owners' Style

 AAPL

1,017 2,603 1,468 Lg
47 77 80 Md
2 8 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 1,017 140,423,284 57,405,593 6,906,301 56.16
Large Blend 2,603 784,779,846 192,366,178 7,045,718 30.91
Large Growth 1,468 641,402,639 290,853,512 6,067,300 79.86
Mid Value 47 448,548 186,464 105,532 22.02
Mid Blend 77 1,934,563 859,426 142,493 58.88
Mid Growth 80 6,351,181 1,503,378 403,010 20.96
Small Value 2 19,970 -- 4,360 --
Small Blend 8 7,352 6,040 8,947 -28.34
Small Growth 6 40,051 34,377 2,800 372.63
Total 5,308 1,575,407,434 543,214,968 20,686,461 49.63
Data displayed as of  07/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 96,838,193 895,226 1.62 2.69 07/31/2014
PowerShares QQQ ETF Premium 61,637,490 -19,728 1.09 13.34 08/26/2014
Vanguard 500 Index Inv Premium 61,890,342 -142,550 1.03 3.34 07/31/2014
Vanguard Institutional Index I Premium 61,383,189 806,078 1.02 3.35 07/31/2014
SPDR S&P 500 Premium 58,087,621 -44,031 1.02 3.42 08/26/2014
Fidelity® Contrafund® Premium 35,985,749 30,743,442 0.60 3.05 06/30/2014
Vanguard Growth Index Inv Premium 29,261,440 204,886 0.49 6.97 07/31/2014
CREF Stock Premium 26,491,114 -390,930 0.44 1.91 06/30/2014
Fidelity Spartan® 500 Index Inv Premium 25,908,900 22,101,466 0.43 3.13 06/30/2014
Technology Select Sector SPDR® ETF Premium 21,532,619 0 0.38 15.68 08/26/2014
Total: Top 10 funds Premium 479,016,657 54,153,859 8.12

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 81,434,000 -- 40,000,000 -- 121,434,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 63,125,000 600,000 38,750,000 -- 101,875,000
DFA Five-Year Global Fixed-Income Port 0 -10,000,000 85,700,000 -10,000,000 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
AXA LE M&G Strategic Corporate Bond 65,000,000 -10,000,000 0 -- 65,000,000
Dimensional Glb Short-Dated Bond Fd 0 -- 53,500,000 -- 53,500,000
Undrly Pru (M&G) Corp Bd Life 55,000,000 -5,000,000 0 -- 55,000,000
Total: Top 10 funds 604,444,000 -4,400,000 236,900,000 -10,000,000 841,344,000
Bond Ownership for Funds only
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Peer Comparison

 AAPL

Equity Ownership AAPL  
Go
 
Go
 
Go
Market Cap (Mil USD) 604,110 70,793 370,834 ---
# of Institution Owners 3,508 1,687 3,463 ---
# of Fund Owners 5308 2462 5447 ---
% Owned by Institutions 64.24 82.39 73.88 ---
% Owned by Funds 30.05 42.46 39.20 ---
% Owned by Insiders 0.02 0.05 3.72 ---