We are live on ! Find out more

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
NMIMC
251
Northwestern Mutual Investment Management Company
Wisconsin
$129M -$313K -7,380 -0.3%
CIBC Asset Management
252
CIBC Asset Management
Ontario, Canada
$129M +$461K +10,868 +0.4%
SA
253
SQ Advisors
Florida
$128M -$130M -3,054,404 -53%
ASC
254
Atalanta Sosnoff Capital
New York
$125M +$18.1M +426,792 +19%
ERSOT
255
Employees Retirement System of Texas
Texas
$125M -$1.87M -44,000 -2%
EIP
256
Easterly Investment Partners
Massachusetts
$123M +$110M +2,585,984 New
WP
257
Wedgewood Partners
Missouri
$123M -$26.1M -615,868 -19%
Pacer Advisors
258
Pacer Advisors
Pennsylvania
$122M +$105M +2,485,628 +3,021%
MSA
259
Mason Street Advisors
Wisconsin
$121M +$591K +13,928 +0.5%
FCH
260
Freestone Capital Holdings
Washington
$121M -$3.92M -92,332 -14%
WJA
261
Williams Jones & Associates
New York
$120M -$6.9M -162,700 -6%
Citadel Advisors
262
Citadel Advisors
Florida
$119M -$239M -5,632,828 -69%
SOADOR
263
State of Alaska Department of Revenue
Alaska
$118M -$11.8M -278,848 -10%
PWLP
264
Prio Wealth Limited Partnership
Massachusetts
$118M -$1.71M -40,360 -2%
MCIM
265
Meadow Creek Investment Management
Georgia
$118M -$1.45M -34,176 -1%
CBT
266
Capital Bank & Trust
California
$117M -$485K -11,440 -0.5%
SC
267
Saturna Capital
Washington
$117M +$1.21M +28,580 +1%
Lord, Abbett & Co
268
Lord, Abbett & Co
New Jersey
$115M -$59.9M -1,411,624 -37%
ACM
269
Alta Capital Management
Utah
$115M +$1.22M +28,648 +1%
RFC
270
Regions Financial Corp
Alabama
$113M +$7.83M +184,636 +8%
BG
271
Bahl & Gaynor
Ohio
$113M +$3.73M +88,020 +4%
FT
272
Fiduciary Trust
Massachusetts
$113M -$2.1M -49,520 -2%
SRIM
273
Saratoga Research & Investment Management
California
$111M +$5.25M +123,804 +6%
CBOA
274
Commonwealth Bank of Australia
Australia
$111M +$8.39M +197,908 +9%
WHG
275
Westwood Holdings Group
Texas
$111M -$131K -3,100 -0.1%

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.