Apple
AAPL
3,040 hedge funds and large institutions have $444B invested in Apple in 2018 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,263 increasing their positions, 1,227 reducing their positions, and 136 closing their positions.
173% more first-time investments, than exits
New positions opened: 371 | Existing positions closed: 136
7% more funds holding
Funds holding: 2,832 → 3,040 (+208)
1.35% more ownership
Funds ownership: 237.66% → 239% (+1.3%)
3% more repeat investments, than reductions
Existing positions increased: 1,263 | Existing positions reduced: 1,227
10% less call options, than puts
Call options by funds: $14.1B | Put options by funds: $15.6B
9% less funds holding in top 10
Funds holding in top 10: 1,524 → 1,387 (-137)
31% less capital invested
Capital invested by funds: $645B → $444B (-$201B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.91B |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$685M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$559M |
| 4 |
Renaissance Technologies
New York
|
+$535M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$389M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.77B |
| 2 |
State Street
Boston,
Massachusetts
|
-$1.38B |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.09B |
| 4 |
JP Morgan Chase
New York
|
-$977M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$961M |
AAPL Hedge Fund Activity: Q4 2018 in Review
3,040 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2018, worth a combined $444B — down 31% from $645B a quarter earlier.
Buyers outnumbered sellers: 371 funds opened new AAPL positions and 136 closed out — a net gain of 235 holders — while 1,263 added to existing stakes and 1,227 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $2.91B. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.77B.
- 3,040 institutional investors held Apple (AAPL) as of Q4 2018, up from 2,832 in Q3 2018.
- Funds reported $444B of Apple stock for Q4 2018, down 31% quarter-over-quarter.
- 371 funds opened new Apple positions in Q4 2018 and 136 closed out, a net change of +235 holders.
- The largest Apple buyer in Q4 2018 was Susquehanna International Group, an estimated $2.91B added.
- The largest Apple seller in Q4 2018 was Cornerstone Wealth Management, an estimated $2.77B sold.
Based on aggregated 13F filings for Q4 2018.