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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
HIC
2726
Harvey Investment Company
Kentucky
$654K +$10.9K +256 +2%
VCM
2727
Virtue Capital Management
Tennessee
$654K +$55K +1,296 +10%
KIC
2728
Keating Investment Counselors
Florida
$651K
SIC
2729
Shoker Investment Counsel
Ohio
$647K -$33.9K -800 -6%
SFI
2730
SPC Financial Inc
Maryland
$646K +$18.7K +440 +3%
BO
2731
Bach Option
Hong Kong
$645K +$576K +13,576 New
GI
2732
Glovista Investments
New Jersey
$636K -$98.4K -2,320 -15%
TWM
2733
Tolleson Wealth Management
Texas
$636K
IAA
2734
Ironsides Asset Advisors
North Carolina
$633K
HM
2735
Harvest Management
New York
$627K +$153K +3,608 +38%
LK
2736
Lumbard & Kellner
New Hampshire
$626K
DWA
2737
Divergent Wealth Advisors
Utah
$612K -$13.2K -312 -2%
HIS
2738
Harvest Investment Services
Illinois
$611K +$185K +4,368 +52%
CAAS
2739
Capital Asset Advisory Services
Michigan
$610K -$1.71M -40,400 -76%
RPG
2740
Resource Planning Group
Georgia
$607K +$1.19K +28 +0.2%
RF
2741
RHS Financial
California
$605K -$46.7K -1,100 -8%
GPWA
2742
Great Point Wealth Advisors
Massachusetts
$603K +$1.53K +36 +0.3%
OWA
2743
Outlook Wealth Advisors
Texas
$599K +$405K +9,548 +311%
UWPG
2744
Ullmann Wealth Partners Group
Florida
$589K +$39.5K +932 +8%
GG
2745
GenWealth Group
New Jersey
$586K +$11.9K +280 +2%
GWA
2746
Guidant Wealth Advisors
Illinois
$583K -$252K -5,940 -33%
SGS
2747
Sterling Global Strategies
California
$583K -$23.8K -560 -4%
GCM
2748
Gunderson Capital Management
South Carolina
$581K +$519K +12,244 New
WFWM
2749
Wechter Feldman Wealth Management
New Jersey
$577K +$170 +4 +0%
SFA
2750
Stewardship Financial Advisors
Georgia
$576K -$38.3K -904 -7%

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.