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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
DP
2901
Denver PWM
Colorado
$268K -$134K -2,744 -35%
JWM
2902
Janiczek Wealth Management
Colorado
$265K +$975 +20 +0.4%
TAM
2903
Trust Asset Management
Texas
$265K +$261K +5,348 New
SCA
2904
Stuart Chaussee & Associates
California
$262K +$32.2K +660 +14%
LPWM
2905
Lake Point Wealth Management
Texas
$260K
PI
2906
Pachira Investments
California
$259K +$975 +20 +0.4%
TFA
2907
Transamerica Financial Advisors
Florida
$259K +$255K +5,228 New
SCCM
2908
Schafer Cullen Capital Management
New York
$258K -$333K -6,840 -57%
LFDLE
2909
La Financiere de L'Echiquier
France
$258K -$214K -4,400 -46%
FPIS
2910
Financial Planning & Information Services
Wisconsin
$252K +$9.74K +200 +4%
JFG
2911
JMG Financial Group
Illinois
$250K
EBSAM
2912
Eubel Brady & Suttman Asset Management
Ohio
$249K -$585 -12 -0.2%
VCM
2913
Virtue Capital Management
Tennessee
$247K -$428K -8,784 -64%
SAM
2914
Shamrock Asset Management
Texas
$247K
CJA
2915
C-J Advisory
California
$245K +$975 +20 +0.4%
HCM
2916
Howard Capital Management
Georgia
$243K -$2.34K -48 -1%
BAM
2917
Boyar Asset Management
New York
$241K
HWA
2918
Heritage Way Advisors
Illinois
$240K
IC
2919
Iconiq Capital
California
$240K +$780 +16 +0.3%
HWM
2920
Highwater Wealth Management
Colorado
$239K -$272K -5,592 -54%
NOCM
2921
Night Owl Capital Management
Connecticut
$239K -$127K -2,612 -35%
AIA
2922
Armor Investment Advisors
North Carolina
$239K -$43.7K -896 -16%
BAMG
2923
Brand Asset Management Group
Missouri
$239K +$23.4K +480 +11%
PCM
2924
Perkins Capital Management
Minnesota
$238K
WHRC
2925
W.H. Reaves & Co
New Jersey
$238K

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.