Apple
AAPL
3,361 hedge funds and large institutions have $778B invested in Apple in 2019 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 918 increasing their positions, 1,784 reducing their positions, and 70 closing their positions.
547% more first-time investments, than exits
New positions opened: 453 | Existing positions closed: 70
30% more capital invested
Capital invested by funds: $600B → $778B (+$177B)
18% more funds holding in top 10
Funds holding in top 10: 1,568 → 1,857 (+289)
11% more funds holding
Funds holding: 3,028 → 3,361 (+333)
2.18% more ownership
Funds ownership: 237.48% → 239.66% (+2.2%)
15% less call options, than puts
Call options by funds: $33.6B | Put options by funds: $39.4B
49% less repeat investments, than reductions
Existing positions increased: 918 | Existing positions reduced: 1,784
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.97B |
| 2 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$4.33B |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.3B |
| 4 |
Barclays
London,
United Kingdom
|
+$572M |
| 5 |
Morgan Stanley
New York
|
+$562M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.4B |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$1.81B |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$948M |
| 4 |
BlackRock
New York
|
-$623M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$508M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIA
3426
Arcadia Investment Advisors
Eagle,
Idaho
| – | -$248K | -4,432 | Closed |
|
|
QFA
3427
Quattro Financial Advisors
The Woodlands,
Texas
| – | -$246K | -4,340 | Closed |
|
3428
Diamond Hill Capital Management
Columbus,
Ohio
| – | -$224K | -4,008 | Closed |
|
|
RCG
3429
Ruane, Cunniff & Goldfarb
New York
| – | -$224K | -4,000 | Closed |
|
|
NICM
3430
Neo Ivy Capital Management
New York
| – | -$197K | -3,768 | Closed |
|
|
TSS
3431
Two Sigma Securities
New York
| – | -$238K | -3,704 | Closed |
|
|
FEM
3432
Fulcrum Equity Management
Plano,
Texas
| – | -$135K | -2,404 | Closed |
|
|
NMC
3433
Nine Masts Capital
Central,
Hong Kong
| – | -$27.5K | -428 | Closed |
|
|
RCG
3434
Ruggie Capital Group
Tavares,
Florida
| – | -$6K | -100 | Closed |
|
AAPL Hedge Fund Activity: Q4 2019 in Review
3,361 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2019, worth a combined $778B — up 30% from $600B a quarter earlier.
Buyers outnumbered sellers: 453 funds opened new AAPL positions and 70 closed out — a net gain of 383 holders — while 918 added to existing stakes and 1,784 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $6.97B. The largest seller was Invesco, cutting an estimated $9.4B.
- 3,361 institutional investors held Apple (AAPL) as of Q4 2019, up from 3,028 in Q3 2019.
- Funds reported $778B of Apple stock for Q4 2019, up 30% quarter-over-quarter.
- 453 funds opened new Apple positions in Q4 2019 and 70 closed out, a net change of +383 holders.
- The largest Apple buyer in Q4 2019 was T. Rowe Price Associates, an estimated $6.97B added.
- The largest Apple seller in Q4 2019 was Invesco, an estimated $9.4B sold.
Based on aggregated 13F filings for Q4 2019.