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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
RRWA
2601
Rainey & Randall Wealth Advisors
Florida
$937K -$2.71K -64 -0.3%
LFA
2602
Legend Financial Advisors
Pennsylvania
$933K +$10.2K +240 +1%
LYV
2603
Live Your Vision
Pennsylvania
$928K +$9.16K +216 +1%
PWM
2604
Paulson Wealth Management
Illinois
$927K -$415K -9,792 -33%
TVAMP
2605
Tennessee Valley Asset Management Partners
Tennessee
$925K +$86.2K +2,032 +12%
OCG
2606
Opus Capital Group
Ohio
$923K -$13.1K -308 -2%
FFS
2607
Founders Financial Securities
Maryland
$923K +$240K +5,656 +41%
SHWM
2608
Smith & Howard Wealth Management
Georgia
$922K +$3.56K +84 +0.4%
PM
2609
Penbrook Management
New York
$920K +$84.8K +2,000 +12%
VAM
2610
Verity Asset Management
North Carolina
$919K -$139K -3,272 -14%
TF
2611
TLWM Financial
Texas
$916K -$33.6K -792 -4%
HIM
2612
Hillsdale Investment Management
Ontario, Canada
$913K +$338K +7,960 +71%
FAM
2613
Flaharty Asset Management
Florida
$912K -$291K -6,856 -26%
PFA
2614
Pathway Financial Advisors
Vermont
$905K +$49K +1,156 +6%
LGWM
2615
Litman Gregory Wealth Management
California
$899K -$87K -2,052 -10%
HCM
2616
HM Capital Management
Missouri
$897K -$28.5K -672 -3%
WDL
2617
Well Done LLC
Michigan
$896K +$27.3K +644 +4%
WAM
2618
WT Asset Management
Hong Kong
$893K +$797K +18,800 New
CI
2619
Cowen Inc
New York
$892K -$7.13K -168 -0.9%
SMC
2620
S. Muoio & Co
New York
$891K
KOCAA
2621
Knights of Columbus Asset Advisors
Connecticut
$884K -$21.9K -516 -3%
RWMH
2622
Riverpoint Wealth Management Holdings
Illinois
$883K -$66.3K -1,564 -8%
I2I
2623
Insight 2811 Inc
Illinois
$880K +$28.2K +664 +4%
BA
2624
Bennicas & Associates
California
$878K
VR
2625
Viridian RIA
Washington
$877K +$39K +920 +5%

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.