Apple
AAPL
2,783 hedge funds and large institutions have $541B invested in Apple in 2018 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,043 increasing their positions, 1,398 reducing their positions, and 76 closing their positions.
41% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 76
7% more capital invested
Capital invested by funds: $506B → $541B (+$35.4B)
4% more funds holding in top 10
Funds holding in top 10: 1,340 → 1,399 (+59)
1.88% more ownership
Funds ownership: 237.88% → 239.76% (+1.9%)
0% more funds holding
Funds holding: 2,783 → 2,783 (0)
17% less call options, than puts
Call options by funds: $14.5B | Put options by funds: $17.5B
25% less repeat investments, than reductions
Existing positions increased: 1,043 | Existing positions reduced: 1,398
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$3.02B |
| 2 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$2.25B |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$723M |
| 4 |
Renaissance Technologies
New York
|
+$693M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$548M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.55B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$1.44B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.26B |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.26B |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$1.25B |
AAPL Hedge Fund Activity: Q2 2018 in Review
2,783 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2018, worth a combined $541B — up 7% from $506B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new AAPL positions and 76 closed out — a net gain of 31 holders — while 1,043 added to existing stakes and 1,398 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $3.02B. The largest seller was BlackRock, cutting an estimated $1.55B.
- 2,783 institutional investors held Apple (AAPL) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $541B of Apple stock for Q2 2018, up 7% quarter-over-quarter.
- 107 funds opened new Apple positions in Q2 2018 and 76 closed out, a net change of +31 holders.
- The largest Apple buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $3.02B added.
- The largest Apple seller in Q2 2018 was BlackRock, an estimated $1.55B sold.
Based on aggregated 13F filings for Q2 2018.