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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
MG
2951
Mather Group
Illinois
$220K +$196K +4,632 New
WAM
2952
Weiss Asset Management
Massachusetts
$219K +$196K +4,616 New
LFG
2953
LifePlan Financial Group
Ohio
$218K
DC
2954
Derby & Company
Massachusetts
$218K +$195K +4,588 New
CMO
2955
Covenant Multifamily Offices
Texas
$218K +$195K +4,600 New
HCM
2956
Hutner Capital Management
Vermont
$218K +$195K +4,600 New
SWM
2957
Sequoia Wealth Management
Illinois
$216K -$20.4K -480 -9%
SC
2958
Stratford Consulting
Texas
$215K +$192K +4,532 New
IP
2959
Isthmus Partners
Wisconsin
$215K +$1.36M +31,996 +389%
SMG
2960
Smart Money Group
Texas
$214K +$191K +4,500 New
BAMCO Inc
2961
BAMCO Inc
New York
$213K -$6.8M -160,284 -97%
G
2962
Gainplan
Michigan
$213K +$190K +4,480 New
LPC
2963
Loeb Partners Corp
New York
$212K -$255K -6,000 -57%
FGAM
2964
Financial Gravity Asset Management
Texas
$212K +$188K +4,432 New
TST
2965
Tech Square Trading
Massachusetts
$212K +$189K +4,456 New
WCP
2966
Welch Capital Partners
New York
$212K +$189K +4,460 New
AIA
2967
Arcadia Investment Advisors
Idaho
$210K -$33.4K -788 -15%
RBCM
2968
Raub Brock Capital Management
California
$209K +$186K +4,396 New
Barrow, Hanley, Mewhinney & Strauss
2969
Barrow, Hanley, Mewhinney & Strauss
Texas
$208K +$2.71K +64 +1%
BAMG
2970
Brand Asset Management Group
Missouri
$206K -$11.2K -264 -6%
SA
2971
SRH Advisors
Kansas
$205K
SPI
2972
Santori & Peters Inc
Pennsylvania
$205K +$183K +4,316 New
IIM
2973
Ironwood Investment Management
Massachusetts
$204K +$182K +4,300 New
BFA
2974
Brendel Financial Advisors
New Hampshire
$202K +$181K +4,256 New
MAG
2975
Mokosak Advisory Group
Iowa
$201K +$180K +4,236 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.