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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: 1,387 → 1,479 (+92)

1% more repeat investments, than reductions

Existing positions increased: 1,356 | Existing positions reduced: 1,337

1% less funds holding

Funds holding: 3,040 → 3,024 (-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

Top Buyers

Rank Fund Capital Flow
1
Legal & General Group
Legal & General Group
United Kingdom
+$944M
2
State Street
State Street
Massachusetts
+$887M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$545M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$450M
5
Jane Street
Jane Street
New York
+$399M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.65B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
3
BlackRock
BlackRock
New York
-$1.33B
4
Asset Management One
Asset Management One
Japan
-$958M
5
Goldman Sachs
Goldman Sachs
New York
-$881M
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
26
Swiss National Bank
Switzerland
$3.03B +$23.5M +554,000 +0.9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.86B -$243M -5,723,768 -9%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$2.72B +$75.1M +1,769,808 +3%
UBS Group
29
UBS Group
Switzerland
$2.69B -$222M -5,232,528 -8%
Deutsche Bank
30
Deutsche Bank
Germany
$2.66B -$387M -9,114,524 -14%
PPA
31
Parametric Portfolio Associates
Washington
$2.57B +$73.3M +1,727,544 +3%
American Century Companies
32
American Century Companies
Missouri
$2.54B -$44.7M -1,053,648 -2%
Fisher Asset Management
33
Fisher Asset Management
Washington
$2.51B +$72.2M +1,702,032 +3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$2.36B +$545M +12,837,284 +35%
MAM
35
Magellan Asset Management
Australia
$2.33B +$60.8M +1,432,792 +3%
Jennison Associates
36
Jennison Associates
New York
$2.26B -$396M -9,330,496 -16%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$2.23B -$22.3M -525,696 -1%
Franklin Resources
38
Franklin Resources
California
$2.17B +$257M +6,062,772 +15%
TA
39
Teachers Advisors
New York
$2.05B +$118M +2,771,328 +7%
AAMU
40
Amundi Asset Management US
Massachusetts
$1.93B +$70.4M +1,659,424 +4%
State Farm Mutual Automobile Insurance
41
State Farm Mutual Automobile Insurance
Illinois
$1.9B +$198M +4,660,728 +13%
Manulife (Manufacturers Life Insurance)
42
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.87B -$186M -4,392,916 -10%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.85B -$197M -4,649,604 -11%
Allianz Asset Management
44
Allianz Asset Management
Germany
$1.83B -$169M -3,985,860 -9%
Principal Financial Group
45
Principal Financial Group
Iowa
$1.69B -$14.6M -343,852 -1%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$1.63B +$1.89M +44,560 +0.1%
AQR Capital Management
47
AQR Capital Management
Connecticut
$1.57B -$18.8M -443,404 -1%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$1.57B +$64.9M +1,530,664 +5%
Sanders Capital
49
Sanders Capital
Florida
$1.55B +$87.2M +2,056,680 +7%
Barclays
50
Barclays
United Kingdom
$1.5B +$320M +7,533,256 +31%
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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.