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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
FDS
2776
First Dallas Securities
Texas
$518K -$40.9K -964 -8%
CISOA
2777
Capital Investment Services of America
Wisconsin
$516K -$170 -4 -0%
LC
2778
Lincoln Capital
Nebraska
$515K +$7.97K +188 +2%
M
2779
Mirova
France
$512K +$179K +4,224 +65%
WFPG
2780
Waller Financial Planning Group
Ohio
$511K +$32.7K +772 +8%
WCM
2781
Wisconsin Capital Management
Wisconsin
$510K
FIG
2782
FundX Investment Group
California
$504K -$60.6K -1,428 -12%
MCC
2783
Malaga Cove Capital
California
$501K +$107K +2,528 +32%
DC
2784
Defender Capital
North Carolina
$500K +$123K +2,896 +38%
OAM
2785
Oberweis Asset Management
Illinois
$496K -$4.92K -116 -1%
HWM
2786
Highwater Wealth Management
Colorado
$495K -$10.2K -240 -2%
ADMI
2787
Albert D. Mason Inc
Massachusetts
$495K +$37.3K +880 +9%
PWS
2788
Peloton Wealth Strategists
Indiana
$494K
UCI
2789
Uncommon Cents Investing
Wisconsin
$492K
TFCP
2790
Twin Focus Capital Partners
Massachusetts
$492K +$73.8K +1,740 +20%
EFIC
2791
Eliot Finkel Investment Counsel
California
$491K
TL
2792
Tirschwell & Loewy
New York
$491K
GWI
2793
Grace & White Inc
New York
$490K
FA
2794
FC Advisory
Pennsylvania
$489K
RFO
2795
RiverGlades Family Offices
Florida
$488K +$436K +10,280 New
SL
2796
Salomon & Ludwin
Virginia
$486K -$46.8K -1,104 -10%
LRIA
2797
Leonard Rickey Investment Advisors
Washington
$485K -$21.9K -516 -5%
AFS
2798
Access Financial Services
Minnesota
$485K +$75.5K +1,780 +21%
ZIG
2799
Zuckerman Investment Group
Illinois
$482K -$18.7K -440 -4%
RWG
2800
Regal Wealth Group
California
$481K +$14.3K +336 +3%

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.