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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
DA
2601
DSC Advisors
Illinois
$963K -$52K -1,068 -5%
I2I
2602
Insight 2811 Inc
Illinois
$960K +$12.3K +252 +1%
KM
2603
Kalos Management
Georgia
$959K -$172K -3,520 -15%
PM
2604
Penbrook Management
New York
$959K
FP
2605
Foundry Partners
Minnesota
$959K +$92.6K +1,900 +11%
AWC
2606
Abundance Wealth Counselors
Pennsylvania
$951K +$58.5K +1,200 +7%
WDL
2607
Well Done LLC
Michigan
$947K +$13.8K +284 +2%
PFA
2608
Pathway Financial Advisors
Vermont
$942K -$195 -4 -0%
HCM
2609
HMS Capital Management
Tennessee
$940K -$2.88M -59,132 -76%
FFG
2610
Ford Financial Group
California
$936K -$77K -1,580 -8%
KOCAA
2611
Knights of Columbus Asset Advisors
Connecticut
$936K +$15.2K +312 +2%
RSS
2612
Rosenblum Silverman Sutton
California
$935K +$91K +1,868 +11%
PO
2613
Private Ocean
California
$930K +$103K +2,120 +13%
BBA
2614
Braun-Bostich & Associates
Pennsylvania
$927K -$158K -3,244 -15%
WFM
2615
Wolff Financial Management
Michigan
$925K +$58.7K +1,204 +7%
TF
2616
TLWM Financial
Texas
$921K -$41.3K -848 -4%
RWMH
2617
Riverpoint Wealth Management Holdings
Illinois
$921K +$780 +16 +0.1%
LFA
2618
Legend Financial Advisors
Pennsylvania
$918K -$52.6K -1,080 -5%
PIM
2619
Parker Investment Management
California
$918K +$11.7K +240 +1%
MIAS
2620
Mason Investment Advisory Services
Virginia
$914K -$108K -2,224 -11%
CAM
2621
Cidel Asset Management
Ontario, Canada
$912K +$12.5K +256 +1%
OWA
2622
Outlook Wealth Advisors
Texas
$910K +$281K +5,768 +46%
SIA
2623
Starfire Investment Advisers
Michigan
$903K
VIM
2624
Vista Investment Management
Pennsylvania
$898K
EIM
2625
Essex Investment Management
Massachusetts
$896K -$195 -4 -0%

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.