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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
CT
3001
Chicago Trust
Illinois
$8.39K -$215K -4,408 -3%
CPIA
3002
Cornell Pochily Investment Advisors
New York
$8.09K +$383K +7,852 +5%
RCWMU
3003
Rothschild & Co Wealth Management (UK)
United Kingdom
$5K
LHC
3004
Little House Capital
Massachusetts
$4.74K +$181K +3,720 +4%
NDSI
3005
Newman Dignan & Sheerar Inc
Rhode Island
$4.47K -$72.1K -1,480 -2%
LM
3006
Lincluden Management
Ontario, Canada
$3.89K +$14.6K +300 +0.4%
HHAA
3007
Henry H. Armstrong Associates
Pennsylvania
$3.26K -$46.8K -960 -1%
BCH
3008
Berkshire Capital Holdings
California
$2K -$9.39M -192,800 -100%
MUAMU
3009
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.88K -$97.5K -2,000 -5%
ACA
3010
Ackerman Capital Advisors
Texas
$792 +$80.7K +1,656 +12%
Royal London Asset Management
3011
Royal London Asset Management
United Kingdom
-$427M -8,999,272 Closed
Diamond Hill Capital Management
3012
Diamond Hill Capital Management
Ohio
-$158M -3,332,568 Closed
HCM
3013
Highfields Capital Management
Massachusetts
-$133M -2,800,000 Closed
SA
3014
SQ Advisors
Florida
-$128M -2,688,028 Closed
YRHAM
3015
Yong Rong (HK) Asset Management
Hong Kong
-$68.6M -1,408,000 Closed
EWA
3016
EP Wealth Advisors
California
-$37M -780,120 Closed
Acadian Asset Management
3017
Acadian Asset Management
Massachusetts
-$33M -694,600 Closed
VCM
3018
Valiant Capital Management
California
-$32M -674,500 Closed
NAM
3019
NorthCoast Asset Management
Connecticut
-$24.2M -509,024 Closed
FAF
3020
Första AP-fonden
Sweden
-$22.2M -468,168 Closed
RRAM
3021
River Road Asset Management
Kentucky
-$17M -357,600 Closed
NWM
3022
Nicola Wealth Management
British Columbia, Canada
-$16.7M -352,000 Closed
AIM
3023
Assured Investment Management
New York
-$15.5M -326,576 Closed
CHCM
3024
Columbus Hill Capital Management
New Jersey
-$14.6M -307,416 Closed
MHS
3025
M Holdings Securities
Oregon
-$12.6M -266,280 Closed

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.