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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
AGA
2851
Arkos Global Advisors
Texas
$381K
LBA
2852
Letko, Brosseau & Associates
Quebec, Canada
$380K -$139K -3,284 -29%
Aristotle Capital Management
2853
Aristotle Capital Management
California
$380K -$136K -3,200 -29%
CFA
2854
Camarda Financial Advisors
Florida
$380K +$101K +2,392 +43%
SAM
2855
Silphium Asset Management
United Kingdom
$380K
MWC
2856
MKD Wealth Coaches
Michigan
$378K
SWM
2857
Sanctuary Wealth Management
Idaho
$374K
SHIM
2858
Stone House Investment Management
Pennsylvania
$370K -$43.1K -1,016 -12%
KTA
2859
Keeley-Teton Advisors
Illinois
$368K +$679 +16 +0.2%
PEA
2860
Pacific Edge Advisors
California
$367K -$7.63K -180 -2%
ZCA
2861
Zeke Capital Advisors
Pennsylvania
$362K -$400K -9,440 -55%
RGNCM
2862
R.G. Niederhoffer Capital Management
New York
$361K +$322K +7,600 New
ODIJL
2863
One Day In July LLC
Vermont
$360K +$321K +7,576 New
CWM
2864
Capital Wealth Management
Rhode Island
$359K
MGIA
2865
Matthew Goff Investment Advisor
Texas
$358K -$62.9K -1,484 -16%
BC
2866
Barnett & Company
Tennessee
$356K -$16.6K -392 -5%
KBFS
2867
Kohmann Bosshard Financial Services
Ohio
$356K
GT
2868
Glenmede Trust
Pennsylvania
$355K -$22.4M -527,676 -7%
WFMPM
2869
Woodley Farra Manion Portfolio Management
Indiana
$354K +$89.4K +2,108 +39%
NOCM
2870
Night Owl Capital Management
Connecticut
$353K -$33.8K -796 -10%
SRCM
2871
Swift Run Capital Management
Virginia
$353K
SPIO
2872
Seven Post Investment Office
California
$351K
WA
2873
Wheatland Advisors
Pennsylvania
$350K +$313K +7,380 New
CIM
2874
Confluence Investment Management
Missouri
$346K -$27K -636 -8%
CCM
2875
Compass Capital Management
Minnesota
$344K -$195K -4,600 -39%

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.