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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
376
Sumitomo Mitsui DS Asset Management
Japan
$64.5M -$9.87M -202,548 -13%
QI
377
QS Investors
New York
$63.4M -$3.9M -79,980 -6%
CSIC
378
Clifford Swan Investment Counsel
California
$63.3M -$932K -19,136 -1%
WCM
379
Windward Capital Management
California
$63.1M -$954K -19,576 -2%
PCM
380
Parsons Capital Management
Rhode Island
$62.9M -$1.81M -37,112 -3%
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$62.4M +$7.44M +152,760 +14%
FCI
382
Financial Counselors Inc
Kansas
$62.2M -$1.65M -33,868 -3%
RCM
383
Riverhead Capital Management
Delaware
$62.1M +$12.8M +262,096 +26%
FDCDDQ
384
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.7M -$2.59M -53,092 -4%
Nomura Holdings
385
Nomura Holdings
Japan
$61.4M +$26M +534,568 +78%
Victory Capital Management
386
Victory Capital Management
Texas
$61.4M -$582K -11,940 -1%
SBIA
387
Sheaff Brock Investment Advisors
Indiana
$61.3M -$4.94M -101,372 -8%
Daiwa Securities Group
388
Daiwa Securities Group
Japan
$60.9M -$1.06M -21,796 -2%
MIP
389
Mondrian Investment Partners
United Kingdom
$60.4M -$21.4M -440,132 -26%
TAF
390
Tredje AP-fonden
Sweden
$60.4M -$3.3M -67,696 -5%
PGFC
391
Peapack-Gladstone Financial Corp
New Jersey
$60.3M +$282K +5,792 +0.5%
SC
392
Skylands Capital
Wisconsin
$60.1M -$2.6M -53,400 -4%
CGH
393
Crossmark Global Holdings
Texas
$59.5M -$1.63M -33,428 -3%
MYIA
394
Mount Yale Investment Advisors
Colorado
$59.5M -$932K -19,120 -2%
AAM
395
AMI Asset Management
California
$59.4M +$19.9M +407,940 +51%
CCMG
396
Clark Capital Management Group
Pennsylvania
$59.3M -$4.59M -94,168 -7%
MI
397
Markston International
New York
$59.2M -$2.46M -50,404 -4%
PP
398
Patten & Patten
Tennessee
$59.2M -$3.05M -62,496 -5%
ADEF
399
Adams Diversified Equity Fund
Maryland
$57.9M
SIC
400
Salem Investment Counselors
North Carolina
$57.5M -$2.68M -55,076 -5%

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.