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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
SC
2876
Schoolcraft Capital
Colorado
$343K +$306K +7,224 New
BCM
2877
Brookmont Capital Management
Texas
$343K +$8.48K +200 +3%
RHJA
2878
Rice Hall James & Associates
California
$340K
CIC
2879
Chase Investment Counsel
Virginia
$336K +$11.5K +272 +4%
TAIM
2880
TD Ameritrade Investment Management
Nebraska
$335K +$153K +3,612 +105%
WCAMG
2881
Woodard & Company Asset Management Group
North Carolina
$332K
MSWMA
2882
Market Street Wealth Management Advisors
Indiana
$331K +$1.7K +40 +0.6%
RA
2883
Riverstone Advisors
Texas
$323K
TCM
2884
Teza Capital Management
Illinois
$322K -$220K -5,196 -43%
DIP
2885
DT Investment Partners
Pennsylvania
$319K -$5.77K -136 -2%
WCM
2886
Wealthcare Capital Management
Virginia
$319K
LA
2887
Lynch & Associates
Indiana
$318K +$284K +6,696 New
SCA
2888
SMH Capital Advisors
Texas
$317K +$7.97K +188 +3%
CMP
2889
Courage Miller Partners
Virginia
$317K +$58.9K +1,388 +26%
CP
2890
Coho Partners
Pennsylvania
$309K
AIA
2891
Arbor Investment Advisors
North Carolina
$304K +$271K +6,400 New
JC
2892
Jentner Corp
Ohio
$303K -$14.6K -344 -5%
AAIM
2893
Asset Advisors Investment Management
Georgia
$300K -$182K -4,284 -40%
Pzena Investment Management
2894
Pzena Investment Management
New York
$300K +$268K +6,320 New
LWA
2895
Lowe Wealth Advisors
Maryland
$299K -$46K -1,084 -15%
BL
2896
Balentine LLC
Georgia
$298K -$31.2K -736 -10%
TSS
2897
Two Sigma Securities
New York
$296K -$408K -9,616 -61%
EGWAG
2898
Elwood & Goetz Wealth Advisory Group
Georgia
$295K
FTUS
2899
Flow Traders U.S.
New York
$294K -$795K -18,736 -75%
LI
2900
LVZ Inc
Michigan
$294K +$263K +6,196 New

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.