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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
ACP
451
Ashfield Capital Partners
California
$47.7M -$455K -9,340 -1%
SAM
452
Silvercrest Asset Management
New York
$47.5M +$170K +3,484 +0.4%
HWA
453
HCR Wealth Advisors
California
$47.3M +$5.31M +109,044 +13%
B
454
Barings
North Carolina
$47.2M -$4.11M -84,412 -8%
V
455
Veritable
Delaware
$47M -$316K -6,492 -0.7%
WTC
456
WhitTier Trust Company
Nevada
$47M -$609K -12,500 -1%
BA
457
Boston Advisors
Massachusetts
$46.6M -$9.27M -190,316 -17%
SCM
458
Snow Capital Management
Pennsylvania
$46.3M -$5.33M -109,356 -10%
SL
459
Summitry LLC
California
$46.1M -$2.55M -52,256 -5%
CT
460
Cambridge Trust
Massachusetts
$45.9M -$142K -2,912 -0.3%
SPC
461
Sigma Planning Corp
Michigan
$45.8M +$131K +2,692 +0.3%
ORI
462
Oak Ridge Investments
Illinois
$45.6M -$3.23M -66,276 -7%
ZIM
463
Zacks Investment Management
Illinois
$45.1M -$370K -7,584 -0.8%
AIP
464
Ameritas Investment Partners
Nebraska
$44.9M -$1.48M -30,452 -3%
DP
465
Dearborn Partners
Illinois
$44.7M +$1.71M +35,016 +4%
CWP
466
Capital Wealth Planning
Florida
$44.6M +$39.4M +808,008 +860%
LSERS
467
Louisiana State Employees Retirement System
Louisiana
$44.6M -$3.37M -69,200 -7%
Two Sigma Investments
468
Two Sigma Investments
New York
$44M +$43.4M +889,996 New
BBHC
469
Brown Brothers Harriman & Co
New York
$43.8M -$318K -6,536 -0.7%
MJRIC
470
Mogy Joel R Investment Counsel
California
$43.7M -$50.9K -1,044 -0.1%
SWP
471
Stratos Wealth Partners
Ohio
$43.2M -$2.23M -45,820 -5%
NPA
472
Nichols & Pratt Advisers
Massachusetts
$43.1M -$78.3K -1,608 -0.2%
TU
473
TDAM USA
Ontario, Canada
$43M -$12M -246,292 -22%
NRS
474
Neville Rodie & Shaw
New York
$42.9M -$2.56M -52,532 -6%
MCM
475
MAI Capital Management
Ohio
$42.4M +$1.45M +29,660 +4%

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.