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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
BTS
301
BB&T Securities
Virginia
$97.2M +$1.74M +41,020 +2%
PI
302
PineBridge Investments
New York
$94.9M -$829K -19,540 -1%
MCM
303
Marsico Capital Management
Colorado
$93.5M -$18.3M -430,508 -18%
CFB
304
Cullen/Frost Bankers
Texas
$93.5M -$2.6M -61,204 -3%
CTC
305
Central Trust Company
Missouri
$92.9M -$3.93M -92,548 -5%
Jacobs Levy Equity Management
306
Jacobs Levy Equity Management
New Jersey
$92.7M -$5.86M -138,212 -7%
B
307
BP
United Kingdom
$90.8M -$1.02M -24,000 -1%
BPC
308
Banque Pictet & Cie
Switzerland
$90.5M -$14.9M -352,084 -16%
Handelsbanken Fonder
309
Handelsbanken Fonder
Sweden
$90.4M -$23.1M -545,540 -22%
MA
310
MUFG Americas
New York
$90.2M -$311K -7,336 -0.4%
DCM
311
Dupont Capital Management
Delaware
$89.8M -$1.61M -38,040 -2%
Carson Wealth (CWM LLC)
312
Carson Wealth (CWM LLC)
Nebraska
$89.8M +$96.8M +2,282,556 +672%
Fiera Capital (Canada)
313
Fiera Capital (Canada)
Quebec, Canada
$89.1M +$7.7M +181,568 +11%
UB
314
UMB Bank
Missouri
$89.1M +$313K +7,380 +0.4%
RHBC
315
R.H. Bluestein & Co
Michigan
$88.6M +$4.15M +97,880 +6%
DADC
316
D.A. Davidson & Co
Montana
$87.2M -$1.37M -32,196 -2%
SAM
317
Securian Asset Management
Minnesota
$87.1M +$325K +7,668 +0.4%
DWA
318
Douglass Winthrop Advisors
New York
$86.9M +$1.48M +34,952 +2%
Natixis Advisors
319
Natixis Advisors
Massachusetts
$86.6M +$6.11M +144,092 +9%
Macquarie Group
320
Macquarie Group
Australia
$86.6M -$11M -259,788 -12%
WIM
321
Waverton Investment Management
United Kingdom
$86.3M -$24.4M -574,320 -24%
MML Investors Services
322
MML Investors Services
Massachusetts
$85.8M +$572K +13,488 +0.8%
VIP
323
Vantage Investment Partners
Missouri
$84.9M +$1.51M +35,612 +2%
DILIC
324
Dai-ichi Life Insurance Company
Japan
$84.8M -$22.5M -529,436 -23%
CLOS
325
Compagnie Lombard Odier SCmA
Switzerland
$84.7M -$7.81M -184,052 -9%

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.