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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
SGAM
276
Smith Group Asset Management
Texas
$108M +$2.99M +61,360 +3%
HIMCH
277
Hartford Investment Management Co (HIMCO)
Connecticut
$107M -$1.53M -31,356 -1%
WP
278
Wedgewood Partners
Missouri
$106M -$21M -431,996 -17%
EIP
279
Easterly Investment Partners
Massachusetts
$106M -$22M -450,676 -17%
SBH
280
Segall Bryant & Hamill
Illinois
$105M -$2.3M -47,268 -2%
Artisan Partners
281
Artisan Partners
Wisconsin
$105M +$2.89M +59,372 +3%
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104M -$2.02M -41,504 -2%
NAM
283
Nissay Asset Management
Japan
$104M -$6.66M -136,624 -6%
TAM
284
Tiverton Asset Management
Delaware
$104M -$450K -9,240 -0.4%
NC
285
Nicholas Company
Wisconsin
$103M -$2.03M -41,680 -2%
BTS
286
BB&T Securities
Virginia
$103M +$1.85M +37,920 +2%
GAM
287
Gotham Asset Management
New York
$103M -$8.13M -166,884 -7%
HPC
288
HM Payson & Co
Maine
$103M -$6.32M -129,732 -6%
HNB
289
Huntington National Bank
Ohio
$102M -$3.37M -69,064 -3%
AIM
290
Achmea Investment Management
Netherlands
$102M -$8.7M -178,552 -8%
SAM
291
Shell Asset Management
Netherlands
$101M -$3.96M -81,256 -4%
HMC
292
Harvard Management Company
Massachusetts
$100M -$70.8M -1,453,472 -42%
CBOA
293
Commonwealth Bank of Australia
Australia
$100M -$15.7M -321,628 -14%
PSUF
294
People's United Financial
Connecticut
$96.9M -$10.1M -207,852 -10%
CTC
295
Central Trust Company
Missouri
$96.5M -$2.05M -42,168 -2%
RHBC
296
R.H. Bluestein & Co
Michigan
$96.2M +$3.82M +78,312 +4%
PP
297
Paloma Partners
Connecticut
$96.2M +$94.5M +1,938,676 +36,773%
CFB
298
Cullen/Frost Bankers
Texas
$96.1M -$1.27M -26,112 -1%
Fiera Capital (Canada)
299
Fiera Capital (Canada)
Quebec, Canada
$94.7M +$1.85M +37,892 +2%
B
300
BP
United Kingdom
$94.6M

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.