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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
PIA
2676
Pinion Investment Advisors
Kansas
$762K +$35.3K +832 +5%
RFM
2677
Royal Fund Management
Florida
$761K +$3.22K +76 +0.5%
WCA
2678
Windsor Creek Advisors
Vermont
$760K -$577K -13,600 -46%
BA
2679
Broadview Advisors
Wisconsin
$760K
I
2680
INVST
Indiana
$752K +$123K +2,892 +23%
DCM
2681
Driehaus Capital Management
Illinois
$751K -$30.9K -728 -4%
WPSG
2682
Wealth & Pension Services Group
Georgia
$749K -$103K -2,428 -13%
SCA
2683
Sippican Capital Advisors
Massachusetts
$749K -$9.5K -224 -1%
SFG
2684
Sather Financial Group
Texas
$744K +$39.7K +936 +6%
CSS
2685
Cubist Systematic Strategies
Connecticut
$742K -$6.36M -150,020 -91%
SIGI
2686
Susquehanna International Group (Ireland)
Ireland
$742K +$662K +15,616 New
AIM
2687
AMI Investment Management
Indiana
$741K -$33.4K -788 -5%
SFM
2688
Systematic Financial Management
New Jersey
$741K
AWM
2689
AllSquare Wealth Management
New York
$734K -$36.8K -868 -5%
WRM
2690
Weybosset Research & Management
Rhode Island
$732K +$17K +400 +3%
11A
2691
10-15 Associates
New York
$731K +$104K +2,448 +19%
CIC
2692
Cutler Investment Counsel
Oregon
$728K -$7.3K -172 -1%
SWMG
2693
Signature Wealth Management Group
Georgia
$728K +$24.8K +584 +4%
MAP
2694
Milestone Advisory Partners
North Carolina
$723K +$2.38K +56 +0.4%
TIA
2695
Tandem Investment Advisors
South Carolina
$721K +$178K +4,196 +38%
SRC
2696
Stone Run Capital
New York
$719K
IAMOG
2697
Investors Asset Management of Georgia
Georgia
$719K +$148K +3,500 +30%
PWS
2698
Paragon Wealth Strategies
Florida
$718K +$196K +4,632 +44%
ACM
2699
Aviance Capital Management
Florida
$717K -$48.9K -1,152 -7%
RWA
2700
Redhawk Wealth Advisors
Minnesota
$712K

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.