Equity and Debt

 AAPL

 
Type Mil USD
Equity 111,547.0
Debt 35,295.0
 

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 3,531 18.49 Premium 5,303 7.63
New Owners Premium 312 78.29 Premium 279 16.25
Sold Out Premium 143 28.83 Premium 248 -23.46
# of Owners Buying Premium 1,220 -26.24 Premium 1,437 -48.38
# of Owners Selling Premium 1,478 61.18 Premium 1,834 85.82
Total Shares Owned (Mil) Premium 3,609 -2.51 Premium 1,742 1.63
Total Shares Bought (Mil) Premium 145 -68.00 Premium 57 -93.83
Total Shares Sold (Mil) Premium 248 24.17 Premium 118 113.67
Net Share Change (Mil) Premium -103 -140.92 Premium -61 -106.96

Fund Owners' Style

 AAPL

928 2,539 1,611 Lg
41 83 81 Md
6 7 7 Sm
Value Blend Growth
 Buying Trend
 Selling Trend
 
Style # of Funds Shares Buy Sell Net % Chg
Large Value 928 143,963,993 4,502,684 17,731,424 -8.42
Large Blend 2,539 907,246,424 21,990,367 57,979,638 -3.82
Large Growth 1,611 681,715,315 29,927,708 40,131,033 -1.47
Mid Value 41 866,321 2,295 317,760 -26.69
Mid Blend 83 2,241,113 408,588 545,464 -5.76
Mid Growth 81 5,898,582 248,502 923,836 -10.27
Small Value 6 20,192 3,700 5,289 -7.3
Small Blend 7 9,983 7,339 971 176.15
Small Growth 7 64,224 5,376 -- --
Total 5,303 1,742,026,147 57,096,559 117,635,415 -3.36
Data displayed as of  10/31/2014

Equity Ownership

 AAPL

Name Ownership Trend
Previous 8 Qtrs
Shares Change % Total
Shares Held
% Total
Assets
Date
Vanguard Total Stock Mkt Idx Premium 99,395,191 1,345,991 1.69 2.91 10/31/2014
SPDR® S&P 500 ETF Premium 65,118,056 413,772 1.22 3.86 11/26/2014
Vanguard 500 Index Inv Premium 63,182,093 1,017,850 1.08 3.58 10/31/2014
PowerShares QQQ ETF Premium 56,041,574 0 1.05 14.77 11/27/2014
Vanguard Institutional Index I Premium 60,666,282 1,769 1.03 3.59 10/31/2014
Vanguard Growth Index Inv Premium 29,838,835 388,639 0.51 7.39 10/31/2014
Fidelity® Contrafund® Premium 31,448,349 -994,700 0.54 2.93 09/30/2014
Fidelity Spartan® 500 Index Inv Premium 26,216,310 68,202 0.45 3.32 09/30/2014
CREF Stock Premium 25,029,234 -580,518 0.43 2.03 09/30/2014
Technology Select Sector SPDR® ETF Premium 19,122,622 58,197 0.36 17.3 11/26/2014
Total: Top 10 funds Premium 476,058,546 1,719,202 8.36

Bond Ownership

 AAPL

Name Long-Term
Par Value
Change Short-Term
Par Value(<5Y)
Change Total
Par Value
iShares iBoxx $ Invst Grade Crp Bond 87,183,000 -- 41,656,000 -- 128,839,000
AXA LE Invesco Perpetual Corporate Bond 130,145,000 -- 0 -- 130,145,000
Vanguard Total Bond Market Index Fund 72,783,000 7,499,994 41,825,000 2,125,000 114,608,000
Vanguard Intermediate-Term Invmt-Grd 98,300,000 10,000,000 0 -- 98,300,000
DFA Five-Year Global Fixed-Income Port 0 -- 85,700,000 -- 85,700,000
T. Rowe Price New Income Fund 69,490,000 -- 0 -- 69,490,000
Vanguard Total Bond Market II Index Fund 46,600,000 -5,350,000 18,950,000 -- 65,550,000
Invesco Pan European High Income Fund 65,000,000 65,000,000 0 -- 65,000,000
DFA One Year Fixed Income Portfolio 0 -- 43,137,000 -- 43,137,000
Vanguard Long Term Investment Grade Fund 45,455,000 -- 0 -- 45,455,000
Total: Top 10 funds 614,956,000 77,149,994 231,268,000 2,125,000 846,224,000
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) 697,916 73,083 393,596 ---
# of Institution Owners 3,531 1,708 3,482 ---
# of Fund Owners 5303 2569 5482 ---
% Owned by Institutions 63.46 83.28 74.58 ---
% Owned by Funds 30.45 42.37 40.11 ---
% Owned by Insiders 0.04 0.04 3.42 ---