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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
CC
2751
Callan Capital
California
$576K +$182K +4,288 +55%
MS
2752
Marshall & Sullivan
Washington
$572K -$3.73K -88 -0.7%
BFM
2753
Boothbay Fund Management
New York
$571K -$131K -3,080 -20%
TA
2754
TMD & Associates
Arizona
$570K -$1.36K -32 -0.3%
LB
2755
Landmark Bank
Missouri
$570K +$2.04K +48 +0.4%
HS
2756
HighVista Strategies
Massachusetts
$570K +$187K +4,400 +58%
OWIM
2757
Old West Investment Management
California
$566K
SCCM
2758
Schafer Cullen Capital Management
New York
$566K +$6.45K +152 +1%
HIM
2759
Hanlon Investment Management
New Jersey
$565K +$505K +11,896 New
NC
2760
NewSquare Capital
Pennsylvania
$557K -$47.5K -1,120 -9%
OCAM
2761
Onex Canada Asset Management
Ontario, Canada
$556K
AMG
2762
Advisors Management Group
Wisconsin
$552K +$63.8K +1,504 +15%
IF
2763
Ironwood Financial
Arizona
$550K +$2.88K +68 +0.6%
APC
2764
Aspire Private Capital
North Carolina
$550K +$188K +4,440 +62%
PWA
2765
Peterson Wealth Advisors
Utah
$549K +$1.36K +32 +0.3%
FAM
2766
Formidable Asset Management
Ohio
$547K -$12M -283,136 -79%
MFT
2767
Moisand Fitzgerald Tamayo
Florida
$546K +$11.9K +280 +2%
SFC
2768
SYM Financial Corp
Indiana
$542K +$31.9K +752 +7%
KL
2769
KWMG LLC
Kansas
$540K -$20.5K -484 -4%
OWM
2770
Opes Wealth Management
California
$540K +$482K +11,364 New
CCA
2771
Conservest Capital Advisors
Pennsylvania
$536K -$12.4K -292 -3%
HGWM
2772
Harvest Group Wealth Management
Massachusetts
$529K +$50.2K +1,184 +12%
CCA
2773
Conestoga Capital Advisors
Pennsylvania
$528K
ACM
2774
Alethea Capital Management
Washington
$527K
KFS
2775
Kelly Financial Services
Massachusetts
$518K +$463K +10,916 New

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.