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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
NPA
476
Nichols & Pratt Advisers
Massachusetts
$41.4M -$152K -3,572 -0.4%
DP
477
Dearborn Partners
Illinois
$41.3M +$1.23M +28,904 +3%
ACP
478
Aviance Capital Partners
Florida
$41.1M +$6.59M +155,464 +22%
BAM
479
Barrett Asset Management
New York
$40.7M -$218K -5,128 -0.6%
FCA
480
Florence Capital Advisors
New York
$40.2M -$34M -802,280 -49%
HWA
481
HCR Wealth Advisors
California
$40.2M +$4.07M +96,004 +13%
FNBOO
482
First National Bank of Omaha
Nebraska
$39.9M -$322K -7,596 -0.9%
CIC
483
Carnegie Investment Counsel
Ohio
$39.9M +$6.88M +162,304 +24%
MFG
484
Magnus Financial Group
New York
$39.7M +$292K +6,880 +0.8%
ACI
485
Alpha Cubed Investments
California
$39.7M +$1.58M +37,288 +5%
AIMCA
486
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.4M -$4.28M -100,800 -11%
MCM
487
MAI Capital Management
Ohio
$39.3M +$425K +10,016 +1%
SCM
488
Sterling Capital Management
North Carolina
$39.2M -$263K -6,196 -0.7%
MIAN
489
Mariner Independent Advisor Network
Kansas
$39M -$3.03M -71,544 -8%
LS
490
Livforsakringsbolaget Skandia
Sweden
$38.8M -$1M -23,600 -3%
FNBT
491
FineMark National Bank & Trust
Florida
$38.6M -$148K -3,500 -0.4%
RC
492
RegentAtlantic Capital
New Jersey
$38.5M +$201K +4,744 +0.6%
CM
493
Castleark Management
Illinois
$38.3M -$2.49M -58,640 -7%
GT
494
Glenview Trust
Kentucky
$38.3M -$161K -3,784 -0.5%
IC
495
Inverness Counsel
New York
$38.2M -$2.82M -66,468 -8%
H
496
HoyleCohen
California
$38.2M -$227K -5,340 -0.7%
DJSG
497
D.J. St. Germain
Massachusetts
$38.2M +$274K +6,456 +0.8%
PTC
498
Philadelphia Trust Company
Pennsylvania
$37.8M +$235K +5,540 +0.7%
KCM
499
Kornitzer Capital Management
Kansas
$37.8M -$243K -5,720 -0.7%
AAM
500
AMI Asset Management
California
$37.6M -$841K -19,828 -2%

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.