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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
BSG
3001
Black Swift Group
Colorado
$46K +$40.7K +960 New
CF
3002
Centaurus Financial
California
$43.8K +$214K +5,048 +18%
CRWM
3003
Castle Rock Wealth Management
California
$40K +$2.07M +48,840 New
SFG
3004
Sage Financial Group
Pennsylvania
$39K
CMBA
3005
C.M. Bidwell & Associates
Hawaii
$33K
WIM
3006
Weitz Investment Management
Nebraska
$27K
ACA
3007
Anchor Capital Advisors
Massachusetts
$24K +$163K +3,836 +0.8%
PRC
3008
Pearl River Capital
Michigan
$12K +$10.2K +240 New
SI
3009
Sprott Inc
Ontario, Canada
$9.61K +$443K +10,440 +5%
TJHA
3010
Thomas J. Herzfeld Advisors
Florida
$9K -$2.04K -48 -21%
CWM
3011
Catamount Wealth Management
Connecticut
$9K
Koshinski Asset Management
3012
Koshinski Asset Management
Illinois
$8.86K -$2.92M -68,868 -27%
CT
3013
Chicago Trust
Illinois
$8.26K -$94.3K -2,224 -1%
GAM
3014
Guinness Asset Management
United Kingdom
$8K
SFFS
3015
Stonehage Fleming Financial Services
Jersey
$7.05K -$1.56M -36,772 -20%
HCC
3016
Hirtle Callaghan & Co
Pennsylvania
$7K -$5.04M -118,852 -100%
JPLA
3017
Joseph P. Lucia & Associates
New York
$5.46K +$185M +4,369,256 New
RCG
3018
Ruggie Capital Group
Florida
$5K -$467K -11,020 -99%
RCWMU
3019
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K
NIM
3020
NuWave Investment Management
New Jersey
$4K -$719K -16,952 -100%
BFG
3021
Beacon Financial Group
Texas
$3.95K -$192K -4,520 -5%
TWM
3022
Titus Wealth Management
California
$3.35K -$223K -5,268 -7%
MUAMU
3023
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.9K +$1.7M +40,000 New
ACA
3024
Ackerman Capital Advisors
Texas
$682 -$425K -10,016 -41%
Canada Life
3025
Canada Life
Manitoba, Canada
-$638M -16,154,560 Closed

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.