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3,024 hedge funds and large institutions have $522B invested in Apple in 2019 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 1,356 increasing their positions, 1,337 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 117

18% more capital invested

Capital invested by funds: $444B → $522B (+$78.5B)

7% more funds holding in top 10

Funds holding in top 10: 1,3871,479 (+92)

1% more repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,337

1% less funds holding

Funds holding: 3,0403,024 (-16)

8% less call options, than puts

Call options by funds: $18.9B | Put options by funds: $20.6B

5.37% less ownership

Funds ownership: 239%233.63% (-5.4%)

Holders
3,024
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.44%
Holding in Top 10
1,479
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+6.63%
% of All Funds
32.01%
New
150
Increased
1,356
Reduced
1,337
Closed
117
Calls
$18.9B
Puts
$20.6B
Net Calls
-$1.7B
Net Calls Change
-$157M
Name Holding Trade Value Shares
Change
Change in
Stake
Diamond Hill Capital Management
226
Diamond Hill Capital Management
Ohio
$158M -$55.3M -1,303,560 -28%
Caisse de Depot et Placement du Quebec (CDPQ)
227
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$151M -$73.3M -1,729,200 -35%
H
228
Hexavest
Quebec, Canada
$150M +$6.75M +159,172 +5%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$150M +$10.9M +257,164 +9%
CGT
230
Capital Guardian Trust
California
$150M +$48.1M +1,133,244 +56%
CS
231
Candriam SCA
Luxembourg
$150M +$6.69M +157,832 +5%
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$145M -$18.9M -446,276 -13%
LSV Asset Management
233
LSV Asset Management
Illinois
$145M -$126M -2,971,976 -49%
CRM
234
Cardano Risk Management
Netherlands
$142M +$4.19M +98,896 +3%
Public Sector Pension Investment Board (PSP Investments)
235
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$139M -$2.51M -59,148 -2%
WBC
236
Westpac Banking Corp
Australia
$139M +$13.7M +323,460 +12%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$139M +$14M +329,272 +13%
Connor, Clark & Lunn Investment Management (CC&L)
238
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$138M -$54.3M -1,280,100 -31%
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$138M -$49.7M -1,171,524 -29%
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$138M +$5.07M +119,480 +4%
SCM
241
Shapiro Capital Management
Georgia
$137M +$7.75M +182,676 +7%
AB
242
Amalgamated Bank
New York
$136M +$2.95M +69,600 +2%
JIC
243
Johnson Investment Counsel
Ohio
$136M +$967K +22,788 +0.8%
MVIP
244
Mar Vista Investment Partners
California
$135M +$14.6M +343,688 +14%
NSLI
245
Nan Shan Life Insurance
Taiwan
$133M +$92.7M +2,186,016 +355%
HCM
246
Highfields Capital Management
Massachusetts
$133M -$50.9M -1,200,000 -30%
MOACM
247
Mutual of America Capital Management
New York
$132M -$127K -2,996 -0.1%
SAM
248
Sawgrass Asset Management
Florida
$132M -$4.31M -101,556 -4%
TAM
249
Tocqueville Asset Management
New York
$131M -$12.9M -305,228 -10%
SW
250
SVB Wealth
Massachusetts
$131M -$3.95M -93,152 -3%

AAPL Hedge Fund Activity: Q1 2019 in Review

3,024 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2019, worth a combined $522B — up 18% from $444B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new AAPL positions and 117 closed out — a net gain of 33 holders — while 1,356 added to existing stakes and 1,337 trimmed.

The largest buyer was Legal & General Group, adding an estimated $944M. The largest seller was Susquehanna International Group, cutting an estimated $2.65B.

  • 3,024 institutional investors held Apple (AAPL) as of Q1 2019, down from 3,040 in Q4 2018.
  • Funds reported $522B of Apple stock for Q1 2019, up 18% quarter-over-quarter.
  • 150 funds opened new Apple positions in Q1 2019 and 117 closed out, a net change of +33 holders.
  • The largest Apple buyer in Q1 2019 was Legal & General Group, an estimated $944M added.
  • The largest Apple seller in Q1 2019 was Susquehanna International Group, an estimated $2.65B sold.

Based on aggregated 13F filings for Q1 2019.