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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
LCM
351
Logan Capital Management
Pennsylvania
$73M +$3.95M +93,240 +6%
FAAS
352
First Allied Advisory Services
California
$72.8M +$1.2M +28,364 +2%
BS
353
Banco Santander
Spain
$72M -$23.9M -562,304 -27%
SF
354
Synovus Financial
Georgia
$71.8M -$2.98M -70,184 -4%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$71.5M -$472K -11,132 -0.7%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$71.4M -$1.61M -38,000 -2%
III
357
Independent Investors Inc
New York
$71.1M -$1.59M -37,500 -2%
JAFL
358
Jay A. Fishman Ltd
Michigan
$70.9M -$907K -21,376 -1%
JLBC
359
J.L. Bainbridge & Co
Florida
$70.2M -$3.22M -75,908 -5%
CAM
360
Cacti Asset Management
Georgia
$69.7M -$143K -3,380 -0.2%
ACM
361
Argent Capital Management
Missouri
$69M -$928K -21,884 -1%
RIM
362
Redpoint Investment Management
Australia
$68.9M +$1.32M +31,216 +2%
SIC
363
Salem Investment Counselors
North Carolina
$68.7M +$456K +10,752 +0.9%
AC
364
Allstate Corporation
Illinois
$68.7M -$691K -16,300 -1%
MC
365
Montag & Caldwell
Georgia
$68.2M -$3.24M -76,284 -5%
WB
366
WesBanco Bank
West Virginia
$68.2M +$2.01M +47,412 +3%
YRHAM
367
Yong Rong (HK) Asset Management
Hong Kong
$66.9M +$41.1M +968,000 +220%
FIM
368
Frontier Investment Management
Texas
$66.3M +$5.16M +121,700 +10%
FWCM
369
Ferguson Wellman Capital Management
Oregon
$65.5M -$936K -22,060 -2%
WAM
370
World Asset Management
Michigan
$65.5M +$4.62M +108,984 +9%
QI
371
QS Investors
New York
$64.7M -$3.81M -89,792 -6%
MWNA
372
Marshall Wace North America
New York
$64.6M -$52.1M -1,228,776 -47%
AIM
373
Artemis Investment Management
United Kingdom
$63.7M +$2.88M +68,000 +5%
SBIA
374
Sheaff Brock Investment Advisors
Indiana
$63.6M +$3.12M +73,628 +6%
TCM
375
Twin Capital Management
Pennsylvania
$62.9M -$3.93M -92,632 -7%

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.