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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
2576
Tennessee Valley Asset Management Partners
Tennessee
$1.01M +$46K +944 +5%
PWM
2577
Paulson Wealth Management
Illinois
$1.01M -$9.94K -204 -1%
FVCM
2578
F&V Capital Management
Florida
$1.01M -$320K -6,560 -24%
TCM
2579
TD Capital Management
Tennessee
$1.01M
ST
2580
Sentinel Trust
Texas
$1M -$106K -2,184 -10%
HCM
2581
Harvest Capital Management
New Hampshire
$1M -$17.3K -356 -2%
NFG
2582
Noven Financial Group
Colorado
$995K +$13.4K +276 +1%
OFG
2583
OmniStar Financial Group
North Carolina
$993K +$4.09K +84 +0.4%
LGWM
2584
Litman Gregory Wealth Management
California
$992K +$54.4K +1,116 +6%
FVSAZ
2585
Flossbach von Storch AG Zurich
Switzerland
$990K -$3.84M -78,800 -80%
PFC
2586
Phocas Financial Corp
California
$990K
VFM
2587
Viking Fund Management
North Dakota
$990K
SM
2588
SG3 Management
Puerto Rico
$990K +$975K +20,000 New
TMC
2589
Trellus Management Company
Florida
$990K +$975K +20,000 New
AIM
2590
Advantage Investment Management
Iowa
$989K -$975 -20 -0.1%
TA
2591
Trellis Advisors
Washington
$986K +$1.95K +40 +0.2%
NA
2592
Navellier & Associates
Nevada
$984K -$2.73K -56 -0.3%
BIM
2593
Barton Investment Management
Pennsylvania
$982K -$93.6K -1,920 -9%
NA
2594
Nottingham Advisors
New York
$980K +$242K +4,964 +33%
RMC
2595
Regis Management Company
California
$974K -$959K -19,680 -50%
RRWA
2596
Rainey & Randall Wealth Advisors
Florida
$974K -$1.36K -28 -0.1%
VAM
2597
Verity Asset Management
North Carolina
$974K +$16K +328 +2%
RBC
2598
Roble Belko & Company
Pennsylvania
$970K -$68.2K -1,400 -7%
SGA
2599
Sustainable Growth Advisers
Connecticut
$968K -$1.29M -26,564 -58%
OCG
2600
Opus Capital Group
Ohio
$968K +$6.04K +124 +0.6%

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.