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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
MYIA
401
Mount Yale Investment Advisors
Colorado
$57.7M +$6.26M +147,572 +14%
WT
402
Washington Trust
Rhode Island
$57.6M -$890K -20,984 -2%
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$57.6M -$1.47M -34,580 -3%
BAPIM
404
British Airways Pensions Investment Management
United Kingdom
$55.8M -$836K -19,700 -2%
FTIOP
405
Fiduciary Trust International of Pennsylvania
Pennsylvania
$55.7M -$1.65M -38,932 -3%
SP
406
Sarasin & Partners
United Kingdom
$55.7M +$422K +9,944 +0.9%
SIM
407
Sentry Investment Management
Wisconsin
$55.7M -$4.46M -105,068 -8%
GF
408
Gabelli Funds
New York
$55.5M -$12.2M -287,200 -20%
ADEF
409
Adams Diversified Equity Fund
Maryland
$55.5M
CC
410
Cannell & Co
New York
$55.1M -$8.95M -210,924 -15%
HIMC
411
Heritage Investors Management Corp
Maryland
$54.7M -$437K -10,308 -0.9%
OI
412
Oakbrook Investments
Illinois
$54.5M -$1.29M -30,520 -3%
BA
413
Boston Advisors
Massachusetts
$53.7M -$430K -10,144 -0.9%
PP
414
Palladium Partners
Virginia
$53.6M -$2.14M -50,480 -4%
HW
415
Hancock Whitney
Mississippi
$53.5M +$2.86M +67,308 +6%
Credit Agricole
416
Credit Agricole
France
$53.4M -$212K -5,004 -0.4%
CAN
417
Cetera Advisor Networks
California
$53M -$2.14M -50,356 -4%
TU
418
TDAM USA
Ontario, Canada
$52.9M -$2.96M -69,708 -6%
CEP
419
Chicago Equity Partners
Illinois
$52.8M -$3.48M -82,000 -7%
CAPTRUST Financial Advisors
420
CAPTRUST Financial Advisors
North Carolina
$52.6M +$5.25M +123,884 +13%
VCM
421
Voleon Capital Management
California
$52.4M -$28.8M -680,000 -38%
ISL
422
Ingalls & Snyder LLC
New York
$52.3M -$64.5K -1,520 -0.1%
KIA
423
KCM Investment Advisors
California
$52.3M +$2.26M +53,384 +5%
WSFS
424
Wilmington Savings Fund Society
Delaware
$51.9M +$1.03M +24,288 +2%
DWM
425
Destination Wealth Management
California
$51.9M +$581K +13,692 +1%

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.