Apple
AAPL
3,349 hedge funds and large institutions have $668B invested in Apple in 2020 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,192 increasing their positions, 1,858 reducing their positions, and 119 closing their positions.
33% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 119
11.06% more ownership
Funds ownership: 239.66% → 250.72% (+11%)
2% more funds holding in top 10
Funds holding in top 10: 1,857 → 1,887 (+30)
0% less funds holding
Funds holding: 3,362 → 3,349 (-13)
12% less call options, than puts
Call options by funds: $21.9B | Put options by funds: $24.8B
14% less capital invested
Capital invested by funds: $778B → $668B (-$110B)
36% less repeat investments, than reductions
Existing positions increased: 1,192 | Existing positions reduced: 1,858
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.18B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.3B |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.24B |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.22B |
| 5 |
HHII
H&H International Investment
Palo Alto,
California
|
+$1B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFA
Johanson Financial Advisors
Campbell,
California
|
-$4.95B |
| 2 |
Goldman Sachs
New York
|
-$1.43B |
| 3 |
Norges Bank
Oslo,
Norway
|
-$1.09B |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.06B |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.04B |
AAPL Hedge Fund Activity: Q1 2020 in Review
3,349 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2020, worth a combined $668B — down 14% from $778B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new AAPL positions and 119 closed out — a net gain of 39 holders — while 1,192 added to existing stakes and 1,858 trimmed.
The largest buyer was Vanguard Group, adding an estimated $2.18B. The largest seller was Johanson Financial Advisors, cutting an estimated $4.95B.
- 3,349 institutional investors held Apple (AAPL) as of Q1 2020, down from 3,362 in Q4 2019.
- Funds reported $668B of Apple stock for Q1 2020, down 14% quarter-over-quarter.
- 158 funds opened new Apple positions in Q1 2020 and 119 closed out, a net change of +39 holders.
- The largest Apple buyer in Q1 2020 was Vanguard Group, an estimated $2.18B added.
- The largest Apple seller in Q1 2020 was Johanson Financial Advisors, an estimated $4.95B sold.
Based on aggregated 13F filings for Q1 2020.