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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
NO
2976
Ninety One
South Africa
$100K
DRS
2977
Deane Retirement Strategies
Louisiana
$94K
NIM
2978
NuWave Investment Management
New Jersey
$93K +$87.5K +1,796 +2,245%
AI
2979
ArchPoint Investors
Florida
$91K -$31.2K -640 -26%
MWM
2980
Meridian Wealth Management
Kentucky
$89.7K +$1.09M +22,336 +14%
UB
2981
UMB Bank
Missouri
$89.6K -$3.2M -65,640 -3%
TI
2982
Truehand Inc
New Hampshire
$87K -$47.9K -984 -36%
MG
2983
MilWealth Group
Wisconsin
$74.3K
CIM
2984
Contravisory Investment Management
Massachusetts
$71K
AWMS
2985
Advocacy Wealth Management Services
Georgia
$70K
AWM
2986
Avondale Wealth Management
Texas
$63K +$12.5K +256 +25%
MWM
2987
Merriman Wealth Management
Washington
$57K -$900K -18,468 -14%
IWMA
2988
Ironwood Wealth Management (Arizona)
Arizona
$52K
DPA
2989
Delphi Private Advisors
California
$49K -$39K -800 -45%
WIM
2990
Weitz Investment Management
Nebraska
$28K
SFG
2991
Sage Financial Group
Pennsylvania
$24K -$15.6K -320 -39%
WAM
2992
Wolverine Asset Management
Illinois
$21K +$21.6K +444 New
GAM
2993
Guinness Asset Management
United Kingdom
$18K +$9.74K +200 +122%
SFA
2994
Semmax Financial Advisors
North Carolina
$17K -$39K -800 -70%
FCH
2995
Freestone Capital Holdings
Washington
$16.7K -$10.3M -210,556 -38%
CWM
2996
Consultiva Wealth Management
Puerto Rico
$13K +$18.1K +372 New
BRWM
2997
B. Riley Wealth Management
Tennessee
$12.3K -$932K -19,136 -7%
GC
2998
Globeflex Capital
California
$11K +$10.7K +220 New
TJHA
2999
Thomas J. Herzfeld Advisors
Florida
$10K +$1.36K +28 +15%
TM
3000
Titan Managers
Arizona
$10K +$9.55K +196 New

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.