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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
RAM
2651
Roanoke Asset Management
New Jersey
$829K +$4.24K +100 +0.6%
FIA
2652
Foundations Investment Advisors
Arizona
$822K +$273K +6,432 +59%
EPA
2653
Element Pointe Advisors
Florida
$821K -$4.41K -104 -0.6%
FNBSF
2654
First National Bank Sioux Falls
South Dakota
$813K
LP
2655
LMR Partners
United Kingdom
$812K -$13.3M -313,792 -95%
RSS
2656
Rosenblum Silverman Sutton
California
$809K -$58.2K -1,372 -7%
MFG
2657
Monte Financial Group
Connecticut
$803K -$258K -6,076 -26%
CWM
2658
Cahaba Wealth Management
Georgia
$802K +$55.7K +1,312 +8%
SIG
2659
Sky Investment Group
Connecticut
$799K +$230K +5,432 +48%
PVWM
2660
Point View Wealth Management
New Jersey
$794K -$190K -4,468 -21%
HI
2661
Handelsinvest Investeringsforvaltning
Denmark
$792K -$353K -8,312 -33%
PO
2662
Private Ocean
California
$792K +$147K +3,472 +26%
SC
2663
SRB Corp
Massachusetts
$791K +$191K +4,496 +37%
HCM
2664
Hengehold Capital Management
Ohio
$788K +$11.9K +280 +2%
EWA
2665
Evolution Wealth Advisors
Florida
$784K -$74K -1,744 -10%
RCC
2666
Red Cedar Capital
Nebraska
$783K
Kayne Anderson Rudnick Investment Management
2667
Kayne Anderson Rudnick Investment Management
California
$782K +$313K +7,376 +81%
BIM
2668
Beach Investment Management
Pennsylvania
$777K +$217K +5,120 +46%
VBFP
2669
Valtinson Bruner Financial Planning
Minnesota
$776K +$20.9K +492 +3%
PCMK
2670
Paragon Capital Management (Kansas)
Kansas
$773K -$110K -2,584 -14%
RI
2671
Ridgewood Investments
New Jersey
$772K -$76.2K -1,796 -10%
SCM
2672
Stellar Capital Management
Arizona
$772K -$46.1K -1,088 -6%
BDF
2673
Black Diamond Financial
Maryland
$768K -$4.75K -112 -0.7%
GSC
2674
G&S Capital
Colorado
$767K +$15.1K +356 +2%
N
2675
Natixis
France
$767K +$686K +16,164 New

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.