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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
RBC
2576
Roble Belko & Company
Pennsylvania
$998K -$191K -4,508 -18%
EMB
2577
Elefante Mark B
$997K -$87K -2,052 -9%
GAM
2578
Garrison Asset Management
Arkansas
$996K +$339 +8 +0%
DTL
2579
Dynamic Technology Lab
Singapore
$993K +$887K +20,920 New
BMM
2580
Berkshire Money Management
Massachusetts
$990K -$23.6K -556 -3%
MIAS
2581
Mason Investment Advisory Services
Virginia
$983K +$878K +20,704 New
HCM
2582
Harvest Capital Management
New Hampshire
$978K -$56.8K -1,340 -6%
SCM
2583
Stonehearth Capital Management
Massachusetts
$977K +$17K +400 +2%
BCM
2584
Beck Capital Management
Texas
$976K +$468K +11,032 +116%
DA
2585
DSC Advisors
Illinois
$975K -$19.7K -464 -2%
FFG
2586
Ford Financial Group
California
$974K +$50.2K +1,184 +6%
DSA
2587
Droms Strauss Advisors
Missouri
$972K +$868K +20,468 New
TCM
2588
TD Capital Management
Tennessee
$967K +$170 +4 +0%
EFL
2589
ERn Financial LLC
Wisconsin
$963K -$56.7K -1,336 -7%
TC
2590
Trilogy Capital
California
$962K -$163K -3,844 -16%
AIM
2591
Advantage Investment Management
Iowa
$951K -$375K -8,852 -31%
OFG
2592
OmniStar Financial Group
North Carolina
$950K -$905K -21,332 -52%
PFC
2593
Phocas Financial Corp
California
$950K -$138K -3,260 -14%
VFM
2594
Viking Fund Management
North Dakota
$950K +$509K +12,000 +150%
JIP
2595
JBJ Investment Partners
South Carolina
$950K +$849K +20,004 New
NA
2596
Navellier & Associates
Nevada
$948K -$870K -20,516 -51%
GA
2597
Gateway Advisory
New Jersey
$947K +$10.3K +244 +1%
TA
2598
Trellis Advisors
Washington
$944K +$36.1K +852 +4%
NFG
2599
Noven Financial Group
Colorado
$942K +$47.7K +1,124 +6%
RCG
2600
Rock Creek Group
District of Columbia
$938K -$301K -7,096 -26%

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.