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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
FA
2976
Financial Advantage
Maryland
$185K -$23.8K -560 -13%
BCMIO
2977
Beacon Capital Management Inc (Ohio)
Ohio
$175K
ST
2978
Sageworth Trust
Pennsylvania
$172K -$33.6K -792 -18%
CCA
2979
Catalyst Capital Advisors
New York
$165K
DA
2980
Denali Advisors
California
$152K -$84.8K -2,000 -38%
SPL
2981
Smart Portfolios LLC
Washington
$152K
IAS
2982
INR Advisory Services
Pennsylvania
$150K
MIM
2983
Macroview Investment Management
Maryland
$143K +$170 +4 +0.1%
CWM
2984
Cranbrook Wealth Management
Michigan
$141K
CIR
2985
Clear Investment Research
Georgia
$137K +$17K +400 +16%
TI
2986
Truehand Inc
New Hampshire
$130K
AI
2987
ArchPoint Investors
Florida
$118K -$52.3K -1,232 -33%
WA
2988
WP Advisors
California
$116K -$6.45K -152 -0.1%
NO
2989
Ninety One
South Africa
$95K -$19.2K -452 -18%
DRS
2990
Deane Retirement Strategies
Louisiana
$90K
DPA
2991
Delphi Private Advisors
California
$85K -$33.6K -792 -31%
MG
2992
MilWealth Group
Wisconsin
$71.3K -$17.8K -420 -22%
AWMS
2993
Advocacy Wealth Management Services
Georgia
$68K -$85.5K -2,016 -59%
CIM
2994
Contravisory Investment Management
Massachusetts
$68K -$43.6K -1,028 -42%
HS
2995
Horan Securities
United States
$65K +$4.24K +100 +8%
HSA
2996
Hussman Strategic Advisors
Maryland
$57K
SFA
2997
Semmax Financial Advisors
North Carolina
$54K -$5.09K -120 -10%
IWMA
2998
Ironwood Wealth Management (Arizona)
Arizona
$50K
AWM
2999
Avondale Wealth Management
Texas
$48K +$7.63K +180 +22%
UOTTAIMCU
3000
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$46K +$34.3K +808 +505%

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.