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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
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$62.5M -$2.51M -59,100 -4%
PCM
377
Parsons Capital Management
Rhode Island
$62.1M -$490K -11,548 -0.9%
Daiwa Securities Group
378
Daiwa Securities Group
Japan
$62.1M +$631K +14,884 +1%
FDCDDQ
379
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.8M -$7.09M -167,256 -11%
CSIC
380
Clifford Swan Investment Counsel
California
$61.7M +$877K +20,672 +2%
WCM
381
Windward Capital Management
California
$61.5M +$55.5K +1,308 +0.1%
CCMG
382
Clark Capital Management Group
Pennsylvania
$61.4M -$3.16M -74,548 -5%
GLA
383
Great Lakes Advisors
Illinois
$61.3M -$22.8M -537,716 -29%
FCI
384
Financial Counselors Inc
Kansas
$61.3M +$6.67M +157,280 +14%
TAF
385
Tredje AP-fonden
Sweden
$61.2M +$576K +13,580 +1%
SCP
386
Seizert Capital Partners
Michigan
$60.9M +$354K +8,344 +0.7%
VMPIC
387
Varma Mutual Pension Insurance Co
Finland
$60.8M -$45.8M -1,080,000 -46%
SC
388
Skylands Capital
Wisconsin
$60.3M -$1.72M -40,600 -3%
CCI
389
Columbus Circle Investors
$60M -$14.1M -331,436 -21%
PP
390
Patten & Patten
Tennessee
$59.8M +$562K +13,260 +1%
PA
391
Profund Advisors
Maryland
$59.7M +$921K +21,704 +2%
Victory Capital Management
392
Victory Capital Management
Texas
$59.5M +$4.89M +115,224 +10%
MMH
393
Menora Mivtachim Holdings
Israel
$59.3M +$13.7M +323,160 +35%
PG
394
Pendal Group
Australia
$59.3M +$2.96M +69,872 +6%
MI
395
Markston International
New York
$59.2M -$1.07M -25,188 -2%
CGH
396
Crossmark Global Holdings
Texas
$58.7M -$878K -20,692 -2%
II
397
IFM Investors
Australia
$58.7M +$4.79M +112,932 +10%
AL
398
AJO LP
Pennsylvania
$58.6M -$9.73M -229,472 -16%
COPPSERS
399
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$58.3M +$2.71M +63,788 +5%
TA
400
TRB Advisors
New York
$58.1M +$43.4M +1,024,000 +512%

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.