Apple
AAPL
2,783 hedge funds and large institutions have $506B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 1,056 increasing their positions, 1,434 reducing their positions, and 102 closing their positions.
10% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 102
1% less funds holding
Funds holding: 2,807 → 2,783 (-24)
4% less capital invested
Capital invested by funds: $528B → $506B (-$22.3B)
3% less funds holding in top 10
Funds holding in top 10: 1,378 → 1,340 (-38)
7.66% less ownership
Funds ownership: 245.54% → 237.88% (-7.7%)
17% less call options, than puts
Call options by funds: $12.1B | Put options by funds: $14.6B
26% less repeat investments, than reductions
Existing positions increased: 1,056 | Existing positions reduced: 1,434
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$12.8B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.56B |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$1.14B |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$853M |
| 5 |
Goldman Sachs
New York
|
+$750M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.14B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.63B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$2.65B |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.99B |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.77B |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HP
2876
Hartree Partners
New York
| – | -$219K | -5,176 | Closed |
|
|
PL
2877
Parkwood LLC
Cleveland,
Ohio
| – | -$216K | -5,116 | Closed |
|
|
FIMG
2878
Financial & Investment Management Group
Traverse City,
Michigan
| – | -$204K | -4,828 | Closed |
|
|
BCA
2879
Bernzott Capital Advisors
Camarillo,
California
| – | -$201K | -4,760 | Closed |
|
|
DPA
2880
Delphi Private Advisors
San Diego,
California
| – | -$199K | -4,700 | Closed |
|
|
SPI
2881
Santori & Peters Inc
Canonsburg,
Pennsylvania
| – | -$149K | -3,812 | Closed |
|
|
TI
2882
Turner Investments
Berwyn,
Pennsylvania
| – | -$86K | -2,040 | Closed |
|
2883
Financial Engines Advisors
Santa Clara,
California
| – | -$75K | -1,776 | Closed |
|
|
CMO
2884
Covenant Multifamily Offices
San Antonio,
Texas
| – | -$63K | -1,500 | Closed |
|
|
BGC
2885
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| – | -$48K | -1,420 | Closed |
|
|
DCM
2886
Delpha Capital Management
New York
| – | -$44K | -1,048 | Closed |
|
|
MC
2887
Maplelane Capital
New York
| – | +$172 | +4 | New |
|
AAPL Hedge Fund Activity: Q1 2018 in Review
2,783 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2018, worth a combined $506B — down 4.2% from $528B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new AAPL positions and 102 closed out — a net gain of 10 holders — while 1,056 added to existing stakes and 1,434 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $12.8B. The largest seller was T. Rowe Price Associates, cutting an estimated $6.14B.
- 2,783 institutional investors held Apple (AAPL) as of Q1 2018, down from 2,807 in Q4 2017.
- Funds reported $506B of Apple stock for Q1 2018, down 4.2% quarter-over-quarter.
- 112 funds opened new Apple positions in Q1 2018 and 102 closed out, a net change of +10 holders.
- The largest Apple buyer in Q1 2018 was Berkshire Hathaway, an estimated $12.8B added.
- The largest Apple seller in Q1 2018 was T. Rowe Price Associates, an estimated $6.14B sold.
Based on aggregated 13F filings for Q1 2018.