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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
LK
2826
Lumbard & Kellner
New Hampshire
$420K -$230K -4,712 -36%
BCM
2827
Brasada Capital Management
Texas
$417K
GRQ
2828
Gardner Russo & Quinn
Pennsylvania
$415K
ODIJL
2829
One Day In July LLC
Vermont
$408K +$32.9K +676 +9%
DLG
2830
Daniel L. Goodwin
$407K -$1.95M -40,000 -83%
RWM
2831
Reston Wealth Management
Virginia
$406K -$17.9K -368 -4%
GEM
2832
Global Endowment Management
North Carolina
$406K
ZCA
2833
Zeke Capital Advisors
Pennsylvania
$405K +$27.3K +560 +7%
SPI
2834
Santori & Peters Inc
Pennsylvania
$398K +$182K +3,740 +87%
BA
2835
Ballew Advisors
Mississippi
$397K -$27.7K -568 -7%
Aristotle Capital Management
2836
Aristotle Capital Management
California
$396K
LBA
2837
Letko, Brosseau & Associates
Quebec, Canada
$396K
WFMPM
2838
Woodley Farra Manion Portfolio Management
Indiana
$395K +$25.3K +520 +7%
MWC
2839
MKD Wealth Coaches
Michigan
$395K +$310K +6,368 +80%
CFA
2840
Camarda Financial Advisors
Florida
$393K -$3.31K -68 -0.8%
SHIM
2841
Stone House Investment Management
Pennsylvania
$390K +$4.48K +92 +1%
EFS
2842
Econ Financial Services
Pennsylvania
$390K +$384K +7,872 New
CA
2843
Corrado Advisors
New Jersey
$389K -$91.8K -1,884 -19%
SM
2844
Sciencast Management
New Jersey
$381K +$361K +7,400 New
EIC
2845
Equity Investment Corp
Georgia
$380K -$37K -760 -9%
SWM
2846
Shakespeare Wealth Management
Wisconsin
$378K +$372K +7,640 New
DACG
2847
Donor Advised Charitable Giving
California
$376K +$370K +7,600 New
GT
2848
Glenmede Trust
Pennsylvania
$375K +$4.85M +99,456 +1%
CWM
2849
Capital Wealth Management
Rhode Island
$373K
BC
2850
Barnett & Company
Tennessee
$371K

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.