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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
CWM
2926
Cedar Wealth Management
California
$237K
MG
2927
Mather Group
Illinois
$233K +$3.51K +72 +2%
SFS
2928
Searcy Financial Services
Kansas
$230K -$34.3K -704 -13%
LFG
2929
LifePlan Financial Group
Ohio
$228K
DC
2930
Derby & Company
Massachusetts
$227K
SMG
2931
Smart Money Group
Texas
$227K +$3.7K +76 +2%
SWM
2932
Selective Wealth Management
Virginia
$227K +$223K +4,584 New
AIFS
2933
A&I Financial Services
Colorado
$227K +$224K +4,596 New
TI
2934
TTP Investments
California
$226K +$223K +4,568 New
SC
2935
Stratford Consulting
Texas
$225K +$780 +16 +0.4%
G
2936
Gainplan
Michigan
$224K +$2.73K +56 +1%
MMM
2937
Mendel Money Management
Illinois
$224K +$221K +4,536 New
QFA
2938
Quattro Financial Advisors
Texas
$223K -$216K -4,440 -51%
BAMCO Inc
2939
BAMCO Inc
New York
$222K
HCM
2940
Hutner Capital Management
Vermont
$222K
LFGH
2941
Lee Financial Group Hawaii
Hawaii
$221K -$13.4K -276 -6%
WCP
2942
Welch Capital Partners
New York
$221K
HGWM
2943
Harvest Group Wealth Management
Massachusetts
$220K -$326K -6,696 -60%
AIA
2944
Arcadia Investment Advisors
Idaho
$219K
WAM
2945
Weiss Asset Management
Massachusetts
$217K -$10.9K -224 -5%
Barrow, Hanley, Mewhinney & Strauss
2946
Barrow, Hanley, Mewhinney & Strauss
Texas
$216K
MI
2947
Moneywise Inc
Virginia
$214K +$211K +4,324 New
IIM
2948
Ironwood Investment Management
Massachusetts
$213K
SA
2949
SRH Advisors
Kansas
$213K
CFGS
2950
Concourse Financial Group Securities
Alabama
$212K -$10.7M -220,216 -98%

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.