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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
Natixis Advisors
301
Natixis Advisors
Massachusetts
$93.5M +$3.21M +65,884 +4%
CTB
302
Country Trust Bank
Illinois
$93.4M -$18M -368,608 -16%
OC
303
Oppenheimer & Co
New York
$93.3M -$14.3M -293,528 -13%
Arrowstreet Capital
304
Arrowstreet Capital
Massachusetts
$92.8M +$73.5M +1,509,404 +411%
DWA
305
Douglass Winthrop Advisors
New York
$92.6M +$2M +41,040 +2%
BPC
306
Banque Pictet & Cie
Switzerland
$91.4M -$2.88M -59,068 -3%
MML Investors Services
307
MML Investors Services
Massachusetts
$90.4M +$930K +19,092 +1%
MA
308
MUFG Americas
New York
$90.3M -$3.59M -73,752 -4%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$89.8M
SAM
310
Securian Asset Management
Minnesota
$89.3M -$1.43M -29,336 -2%
BCWM
311
Bartlett & Co Wealth Management
Ohio
$87.9M -$81.9K -1,680 -0.1%
BC
312
Bartlett & Co
Ohio
$87.9M -$81.9K -1,680 -0.1%
VIP
313
Vantage Investment Partners
Missouri
$86.8M -$1.65M -33,956 -2%
Squarepoint
314
Squarepoint
New York
$86.7M +$8.01M +164,296 +10%
RG
315
Rathbones Group
United Kingdom
$86M -$103K -2,112 -0.1%
DADC
316
D.A. Davidson & Co
Montana
$85.8M -$6.95M -142,700 -8%
SCM
317
Shelton Capital Management
Colorado
$85.7M +$67.1M +1,376,240 +388%
IIP
318
Intermede Investment Partners
United Kingdom
$85.6M -$1.25M -25,680 -1%
Jacobs Levy Equity Management
319
Jacobs Levy Equity Management
New Jersey
$85M -$11.4M -233,624 -12%
AAM
320
Advisors Asset Management
Colorado
$84.9M +$585K +11,996 +0.7%
DILIC
321
Dai-ichi Life Insurance Company
Japan
$84.6M -$3.66M -75,112 -4%
JWBC
322
John W. Bristol & Co
New York
$84.4M -$631K -12,960 -0.8%
Truist Financial
323
Truist Financial
North Carolina
$84.3M -$1.02M -20,984 -1%
Macquarie Group
324
Macquarie Group
Australia
$83.4M -$6.73M -138,048 -8%
PCA
325
Personal Capital Advisors
California
$82.8M +$4.08M +83,768 +5%

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.