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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
EMFAT
2826
Emerald Mutual Fund Advisers Trust
Pennsylvania
$439K -$24.6K -580 -6%
WA
2827
Wealthstar Advisors
Texas
$434K +$38K +896 +11%
BA
2828
Ballew Advisors
Mississippi
$433K -$48.4K -1,140 -12%
HCA
2829
Heck Capital Advisors
Wisconsin
$433K +$13.9K +328 +4%
PP
2830
Peconic Partners
New York
$432K -$1.23M -29,100 -76%
QCM
2831
Quantinno Capital Management
New York
$429K -$253K -5,968 -40%
QFA
2832
Quattro Financial Advisors
Texas
$428K -$111K -2,628 -23%
EARNEST Partners
2833
EARNEST Partners
Georgia
$427K
NCM
2834
Northside Capital Management
Oregon
$420K +$170 +4 +0%
CG
2835
Corundum Group
Colorado
$418K -$353K -8,328 -49%
QAM
2836
Quantres Asset Management
Cayman Islands
$418K +$373K +8,800 New
MFGP
2837
Marshall Financial Group (Pennsylvania)
Pennsylvania
$415K +$509 +12 +0.1%
VFPI
2838
Vantage Financial Partners (Illinois)
Illinois
$412K
SCM
2839
Salem Capital Management
Massachusetts
$408K +$38.2K +900 +12%
PGA
2840
Premia Global Advisors
Florida
$408K +$366K +8,628 New
WI
2841
Wedgewood Investors
Pennsylvania
$405K +$29K +684 +9%
GC
2842
Giverny Capital
Quebec, Canada
$404K -$8.65K -204 -2%
EIC
2843
Equity Investment Corp
Georgia
$401K -$8.48K -200 -2%
GRQ
2844
Gardner Russo & Quinn
Pennsylvania
$398K
PS
2845
Portfolio Strategies
New York
$396K
JHP
2846
James Hambro & Partners
United Kingdom
$392K -$229K -5,408 -40%
DP
2847
Denver PWM
Colorado
$389K -$3.9K -92 -1%
GEM
2848
Global Endowment Management
North Carolina
$389K
MWM
2849
MinichMacGregor Wealth Management
New York
$388K -$7.61M -179,448 -96%
BCM
2850
Brasada Capital Management
Texas
$387K

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.