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3,040 hedge funds and large institutions have $444B invested in Apple in 2018 Q4 according to their latest regulatory filings, with 371 funds opening new positions, 1,263 increasing their positions, 1,227 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 371 | Existing positions closed: 136

7% more funds holding

Funds holding: 2,8323,040 (+208)

1.35% more ownership

Funds ownership: 237.66%239% (+1.3%)

3% more repeat investments, than reductions

Existing positions increased: 1,263 | Existing positions reduced: 1,227

10% less call options, than puts

Call options by funds: $14.1B | Put options by funds: $15.6B

9% less funds holding in top 10

Funds holding in top 10: 1,5241,387 (-137)

31% less capital invested

Capital invested by funds: $645B → $444B (-$201B)

Holders
3,040
Holders Change
+208
Holders Change %
+7.34%
% of All Funds
67.72%
Holding in Top 10
1,387
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-8.99%
% of All Funds
30.9%
New
371
Increased
1,263
Reduced
1,227
Closed
136
Calls
$14.1B
Puts
$15.6B
Net Calls
-$1.54B
Net Calls Change
+$1.75B
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.6B +$187M +3,851,720 +6%
Deutsche Bank
27
Deutsche Bank
Germany
$2.57B -$1.09B -22,413,684 -26%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.55B +$2.91B +59,941,388 +1,288%
Swiss National Bank
29
Swiss National Bank
Switzerland
$2.49B +$194K +4,000 +0%
UBS Group
30
UBS Group
Switzerland
$2.44B -$503M -10,366,440 -14%
Jennison Associates
31
Jennison Associates
New York
$2.24B -$276M -5,695,212 -9%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$2.19B -$808M -16,660,636 -23%
American Century Companies
33
American Century Companies
Missouri
$2.15B +$90.4M +1,865,324 +4%
PPA
34
Parametric Portfolio Associates
Washington
$2.07B -$39.1M -807,248 -2%
Fisher Asset Management
35
Fisher Asset Management
Washington
$2.01B +$80.9M +1,669,684 +3%
MAM
36
Magellan Asset Management
Australia
$1.87B +$250M +5,152,620 +12%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$1.87B -$144M -2,974,112 -6%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.72B +$169M +3,477,476 +9%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.72B -$20.5M -423,308 -1%
Allianz Asset Management
40
Allianz Asset Management
Germany
$1.68B -$10.7M -221,636 -0.5%
TA
41
Teachers Advisors
New York
$1.6B -$76M -1,566,976 -4%
Franklin Resources
42
Franklin Resources
California
$1.56B -$256M -5,284,388 -12%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$1.45B -$94.1M -1,940,868 -5%
Principal Financial Group
44
Principal Financial Group
Iowa
$1.42B -$55.8M -1,150,272 -3%
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$1.4B +$130M +2,685,012 +8%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.35B +$6.63M +136,700 +0.4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.34B -$23.2M -478,156 -1%
AQR Capital Management
48
AQR Capital Management
Connecticut
$1.33B -$70.2M -1,448,248 -4%
Prudential Financial
49
Prudential Financial
New Jersey
$1.29B -$42.4M -874,564 -3%
Asset Management One
50
Asset Management One
Japan
$1.29B -$18.7M -386,636 -1%

AAPL Hedge Fund Activity: Q4 2018 in Review

3,040 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2018, worth a combined $444B — down 31% from $645B a quarter earlier.

Buyers outnumbered sellers: 371 funds opened new AAPL positions and 136 closed out — a net gain of 235 holders — while 1,263 added to existing stakes and 1,227 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $2.91B. The largest seller was Cornerstone Wealth Management, cutting an estimated $2.77B.

  • 3,040 institutional investors held Apple (AAPL) as of Q4 2018, up from 2,832 in Q3 2018.
  • Funds reported $444B of Apple stock for Q4 2018, down 31% quarter-over-quarter.
  • 371 funds opened new Apple positions in Q4 2018 and 136 closed out, a net change of +235 holders.
  • The largest Apple buyer in Q4 2018 was Susquehanna International Group, an estimated $2.91B added.
  • The largest Apple seller in Q4 2018 was Cornerstone Wealth Management, an estimated $2.77B sold.

Based on aggregated 13F filings for Q4 2018.