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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
LC
2876
Loews Corp
New York
$317K +$58.5K +1,200 +23%
JC
2877
Jentner Corp
Ohio
$316K +$195 +4 +0.1%
EGWAG
2878
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$5.46K +112 +2%
5L
2879
55I LLC
Massachusetts
$313K +$308K +6,324 New
LI
2880
LVZ Inc
Michigan
$312K +$5.26K +108 +2%
CWM
2881
CCG Wealth Management
California
$303K +$32K +656 +12%
SM
2882
Salzhauer Michael
$302K
SHJ
2883
Sharkey, Howes & Javer
Colorado
$298K
SAM
2884
Silphium Asset Management
United Kingdom
$297K -$97.5K -2,000 -25%
RI
2885
RWWM Inc
California
$291K +$26.5K +544 +10%
KS
2886
Karpas Strategies
Connecticut
$288K
AR
2887
Advisory Research
Illinois
$287K +$283K +5,808 New
WCWM
2888
Wooster Corthell Wealth Management
Connecticut
$286K +$12.1K +248 +4%
TP
2889
Truvvo Partners
New York
$284K +$280K +5,740 New
PAS
2890
Professional Advisory Services
Florida
$282K
BWI
2891
Beacon Wealthcare Inc
North Carolina
$282K +$2.73K +56 +1%
VIMU
2892
Veritas Investment Management (UK)
United Kingdom
$281K
SWMG
2893
Sanchez Wealth Management Group
Florida
$280K +$975 +20 +0.4%
BSWM
2894
Boston Standard Wealth Management
Massachusetts
$278K +$267K +5,484 New
PR
2895
Payden & Rygel
California
$277K
YMRC
2896
Yorktown Management & Research Company
Virginia
$277K
AW
2897
Alpha Windward
Massachusetts
$277K +$975 +20 +0.4%
CM
2898
Capital Management
Virginia
$275K +$15.2K +312 +6%
ACM
2899
Argyle Capital Management
Pennsylvania
$273K
SG
2900
Strid Group
Pennsylvania
$269K +$264K +5,428 New

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.