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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
BC
326
Bartlett & Co
Ohio
$84.5M +$274K +6,452 +0.4%
BCWM
327
Bartlett & Co Wealth Management
Ohio
$84.5M +$274K +6,452 +0.4%
ANI
328
American National Insurance
Texas
$83.6M
IIP
329
Intermede Investment Partners
United Kingdom
$83.3M +$8.93M +210,628 +14%
RG
330
Rathbones Group
United Kingdom
$82.7M +$89.1K +2,100 +0.1%
Truist Financial
331
Truist Financial
North Carolina
$81.9M -$882K -20,784 -1%
JWBC
332
John W. Bristol & Co
New York
$81.6M +$16.3M +383,448 +29%
BCM
333
Becker Capital Management
Oregon
$81.6M -$569K -13,408 -0.8%
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$81.1M +$72.5M +1,708,140 New
AAM
335
Advisors Asset Management
Colorado
$80.9M -$2.74M -64,596 -4%
BFS
336
Bradley Foster & Sargent
Connecticut
$79.8M -$598K -14,092 -0.8%
CIP
337
Cornerstone Investment Partners
Georgia
$79M -$13.6M -320,604 -16%
BF
338
BOK Financial
Oklahoma
$78.9M +$384K +9,044 +0.5%
MIP
339
Mondrian Investment Partners
United Kingdom
$78.9M +$70.5M +1,661,268 New
MNBTD
340
Moody National Bank Trust Division
Texas
$78.8M +$248K +5,836 +0.4%
DC
341
Davenport & Co
Virginia
$77.3M +$1.26M +29,772 +2%
RMDI
342
R.M. Davis Inc
Maine
$77.1M -$1.98M -46,792 -3%
GPCM
343
Greenbrier Partners Capital Management
Texas
$76M
SPIA
344
Steward Partners Investment Advisory
New York
$75.7M +$2.65M +62,364 +4%
PCA
345
Personal Capital Advisors
California
$75.5M +$7.74M +182,440 +13%
Squarepoint
346
Squarepoint
New York
$75.4M +$15M +353,344 +29%
EOJOAM
347
E. Ohman J:or Asset Management
Sweden
$74.7M -$14.8M -349,796 -18%
WT
348
Whittier Trust
California
$74.4M +$792K +18,680 +1%
PA
349
Pinnacle Associates
New York
$74.2M -$1.93M -45,448 -3%
GG
350
Gofen & Glossberg
Illinois
$73.3M -$337K -7,952 -0.5%

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.