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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
LFS
2701
Legacy Financial Strategies
Kansas
$711K +$10K +236 +2%
FEM
2702
Fulcrum Equity Management
Texas
$711K +$63.5K +1,496 +11%
NA
2703
Nottingham Advisors
New York
$704K +$83.1K +1,960 +15%
EWG
2704
Executive Wealth Group
Washington
$698K +$2.38K +56 +0.4%
VCP
2705
Vista Capital Partners
Oregon
$697K +$21.5K +508 +4%
CF
2706
Copperwynd Financial
Arizona
$696K -$26K -612 -4%
LIA
2707
LBMC Investment Advisors
Tennessee
$690K -$217K -5,120 -26%
ACM
2708
Adalta Capital Management
New York
$689K -$3.73K -88 -0.6%
MWC
2709
MBM Wealth Consultants
Missouri
$689K +$30.2K +712 +5%
NQWM
2710
Northwest Quadrant Wealth Management
Oregon
$684K +$1.87K +44 +0.3%
CC
2711
Centiva Capital
New York
$681K -$335K -7,900 -36%
DAM
2712
Deltec Asset Management
New York
$674K -$1.02M -24,000 -63%
IRC
2713
Investors Research Corp
Georgia
$674K
FSA
2714
Financial Sense Advisors
California
$673K +$36.5K +860 +6%
HWA
2715
Hillcrest Wealth Advisors
New Jersey
$672K +$33.4K +788 +6%
DPI
2716
Diversified Portfolios Inc
Michigan
$669K
MAM
2717
Marquette Asset Management
Minnesota
$666K
DWA
2718
Dougherty Wealth Advisers
Minnesota
$665K
SC
2719
Sovarnum Capital
New York
$665K +$594K +14,000 New
MCM
2720
Mainstay Capital Management
Michigan
$663K -$43.1K -1,016 -7%
ACM
2721
Armbruster Capital Management
New York
$661K +$8.14K +192 +1%
SIC
2722
Schwartz Investment Counsel
Michigan
$661K +$25.4K +600 +5%
PA
2723
Prism Advisors
California
$655K -$22.9K -540 -4%
IG
2724
Ithaka Group
Virginia
$655K -$8.48K -200 -1%
Balyasny Asset Management
2725
Balyasny Asset Management
Illinois
$654K -$11.6M -273,136 -95%

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.