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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
SRC
2676
Stone Run Capital
New York
$750K
HIIFS
2677
Harel Insurance Investments & Financial Services
Israel
$746K -$19M -389,732 -96%
SMM
2678
Stadion Money Management
Georgia
$745K -$124K -2,544 -14%
RWA
2679
Redhawk Wealth Advisors
Minnesota
$742K +$390 +8 +0.1%
LFS
2680
Legacy Financial Strategies
Kansas
$741K -$13.4K -276 -2%
LIA
2681
LBMC Investment Advisors
Tennessee
$736K +$17K +348 +2%
WMC
2682
Westwood Management Corporation
Illinois
$732K +$721K +14,800 New
IAMOG
2683
Investors Asset Management of Georgia
Georgia
$729K -$19.5K -400 -3%
HIM
2684
Hanlon Investment Management
New Jersey
$728K +$137K +2,808 +24%
BDF
2685
Black Diamond Financial
Maryland
$726K -$73.3K -1,504 -9%
SHWM
2686
Smith & Howard Wealth Management
Georgia
$725K -$233K -4,776 -25%
WRM
2687
Weybosset Research & Management
Rhode Island
$723K -$39K -800 -5%
DCM
2688
Driehaus Capital Management
Illinois
$722K -$59.8K -1,228 -8%
VCP
2689
Vista Capital Partners
Oregon
$721K -$5.46K -112 -0.8%
CF
2690
Copperwynd Financial
Arizona
$720K -$6.04K -124 -0.8%
ACM
2691
Adalta Capital Management
New York
$713K -$4.87K -100 -0.7%
OFS
2692
Orrstown Financial Services
Pennsylvania
$712K -$880K -18,060 -56%
NQWM
2693
Northwest Quadrant Wealth Management
Oregon
$712K -$2.73K -56 -0.4%
CC
2694
Claybrook Capital
Massachusetts
$711K -$1.99M -40,800 -74%
DAM
2695
Deltec Asset Management
New York
$703K
HWA
2696
Hillcrest Wealth Advisors
New Jersey
$703K +$2.34K +48 +0.3%
IRC
2697
Investors Research Corp
Georgia
$702K
SIC
2698
Shoker Investment Counsel
Ohio
$702K +$27.3K +560 +4%
MAM
2699
Marquette Asset Management
Minnesota
$694K
SC
2700
Sovarnum Capital
New York
$693K

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.