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 3,514 21.93 Premium 5,387 11.26
New Owners Premium 366 154.17 Premium 332 25.28
Sold Out Premium 138 -13.21 Premium 204 -27.66
# of Owners Buying Premium 1,589 36.39 Premium 1,724 38.14
# of Owners Selling Premium 1,083 -1.19 Premium 1,392 8.41
Total Shares Owned (Mil) Premium 3,707 604.51 Premium 1,642 591.01
Total Shares Bought (Mil) Premium 429 1012.23 Premium 271 1908.44
Total Shares Sold (Mil) Premium 200 312.88 Premium 34 224.85
Net Share Change (Mil) Premium 229 -2414.56 Premium 237 7648.62

Fund Owners' Style

 AAPL

995 2,653 1,519 Lg
49 77 79 Md
5 4 6 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 995 144,306,784 37,963,745 4,956,695 29.66
Large Blend 2,653 819,489,747 98,093,378 11,929,090 11.75
Large Growth 1,519 668,550,234 131,732,276 15,851,832 20.97
Mid Value 49 1,082,536 104,417 172,744 -5.94
Mid Blend 77 1,740,607 855,203 116,312 73.76
Mid Growth 79 6,381,463 1,825,586 644,344 22.72
Small Value 5 12,639 -- 9,200 --
Small Blend 4 6,925 5,790 15,267 -57.78
Small Growth 6 56,033 33,976 2,000 132.92
Total 5,387 1,641,626,968 270,614,371 33,697,484 16.87
Data displayed as of  08/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 97,948,090 1,109,897 1.64 2.78 08/31/2014
Vanguard 500 Index Inv Premium 62,451,144 560,802 1.04 3.46 08/31/2014
Vanguard Institutional Index I Premium 61,737,589 354,400 1.03 3.46 08/31/2014
PowerShares QQQ ETF Premium 61,196,729 -526,160 1.01 13.56 09/15/2014
SPDR® S&P 500 ETF Premium 59,110,495 64,353 0.98 3.46 09/15/2014
Fidelity® Contrafund® Premium 32,775,949 -3,209,800 0.55 2.95 07/31/2014
Vanguard Growth Index Inv Premium 29,569,751 308,311 0.49 7.14 08/31/2014
Fidelity Spartan® 500 Index Inv Premium 26,112,557 203,657 0.44 3.29 07/31/2014
CREF Stock Premium 25,489,308 -1,001,806 0.43 1.94 07/31/2014
Technology Select Sector SPDR® ETF Premium 21,753,855 -31,160 0.36 15.85 09/15/2014
Total: Top 10 funds Premium 478,145,467 -2,167,506 7.97

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 78,584,000 -- 40,000,000 -- 118,584,000
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 -- 85,700,000 -- 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
DFA One Year Fixed Income Portfolio 0 10,022,000 43,137,000 10,022,000 43,137,000
Undrly Pru (M&G) Corp Bd Life 45,000,000 -10,000,000 0 -- 45,000,000
AXA LE M&G Strategic Corporate Bond 45,000,000 -20,000,000 0 -- 45,000,000
Total: Top 10 funds 571,594,000 -19,400,000 226,537,000 10,022,000 798,131,000
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) 603,936 67,671 385,295 ---
# of Institution Owners 3,514 1,695 3,478 ---
# of Fund Owners 5387 2519 5512 ---
% Owned by Institutions 64.42 82.76 73.92 ---
% Owned by Funds 29.80 42.52 39.20 ---
% Owned by Insiders 0.04 0.05 3.77 ---