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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
DA
2501
Doliver Advisors
Texas
$1.23M -$32.4K -764 -3%
CSM
2502
CAMG Solamere Management
North Carolina
$1.23M -$127K -2,992 -10%
PCI
2503
Pacifica Capital Investments
Texas
$1.23M +$569K +13,420 +108%
SFS
2504
Summit Financial Strategies
Ohio
$1.23M -$45K -1,060 -4%
PCM
2505
Pointe Capital Management
Michigan
$1.23M
OIWM
2506
OptiFour Integrated Wealth Management
Virginia
$1.22M -$13.7K -324 -1%
KCM
2507
Kendall Capital Management
Maryland
$1.22M -$40.7K -960 -4%
APSP
2508
Asset Planning Services (Pennsylvania)
Pennsylvania
$1.22M +$3.22K +76 +0.3%
AQA
2509
Alpha Quant Advisors
Texas
$1.21M -$36.8K -868 -3%
MPPLM
2510
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.21M +$89.9K +2,120 +9%
BCM
2511
Birmingham Capital Management
Alabama
$1.21M
BMC
2512
Beaton Management Company
Massachusetts
$1.2M +$28.8K +680 +3%
ACM
2513
AUA Capital Management
Pennsylvania
$1.2M
MGAM
2514
McGowan Group Asset Management
Texas
$1.2M +$509 +12 +0%
BHTS
2515
Bar Harbor Trust Services
Maine
$1.19M -$37.8K -892 -3%
LIM
2516
Loudon Investment Management
New Hampshire
$1.18M +$251K +5,920 +31%
CI
2517
Cavalier Investments
Georgia
$1.17M -$424K -10,000 -29%
CCM
2518
Cutler Capital Management
Massachusetts
$1.17M
SIAS
2519
Shine Investment Advisory Services
Colorado
$1.17M +$87.2K +2,056 +9%
WCM
2520
Wedge Capital Management
North Carolina
$1.16M -$39.7M -935,768 -97%
BC
2521
Brio Consultants
California
$1.16M -$62.4K -1,472 -6%
DOA
2522
D'Orazio & Associates
Virginia
$1.15M +$36.8K +868 +4%
RCA
2523
Reitz Capital Advisors
Michigan
$1.14M +$5.09K +120 +0.5%
HPC
2524
Hobart Private Capital
North Carolina
$1.14M -$2.54K -60 -0.2%
LRIC
2525
Long Road Investment Counsel
Michigan
$1.14M

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.