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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
Millennium Management
501
Millennium Management
New York
$37.2M -$523M -12,337,596 -94%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$37.2M -$2.85M -67,168 -8%
KRS
503
Kentucky Retirement Systems
Kentucky
$37.2M -$42.2K -996 -0.1%
NP
504
NS Partners
United Kingdom
$37.1M -$299K -7,044 -0.9%
EIA
505
Edgemoor Investment Advisors
Maryland
$37.1M -$221K -5,216 -0.7%
EWA
506
EP Wealth Advisors
California
$37M +$270K +6,368 +0.8%
DCM
507
Donaldson Capital Management
Indiana
$37M +$588K +13,868 +2%
Man Group
508
Man Group
United Kingdom
$36.9M -$37.9M -893,460 -53%
CRC
509
Curi RMB Capital
Illinois
$36.9M +$1.7M +40,128 +5%
GHA
510
GW Henssler & Associates
Georgia
$36.8M +$180K +4,248 +0.6%
AIP
511
ARS Investment Partners
New York
$36.8M -$228K -5,368 -0.7%
RMCM
512
Reynders McVeigh Capital Management
Massachusetts
$36.7M +$1.38M +32,560 +4%
CPSAC
513
Chas P. Smith & Associates (CPS)
Florida
$36.5M +$358K +8,432 +1%
WA
514
WestEnd Advisors
North Carolina
$36.3M -$1.61M -37,980 -5%
CCM
515
Covington Capital Management
California
$36.1M -$55.8K -1,316 -0.2%
Cerity Partners
516
Cerity Partners
New York
$36.1M -$7.38M -174,012 -19%
CFG
517
Citizens Financial Group
Rhode Island
$36M +$1.26M +29,644 +4%
DSAM
518
Dock Street Asset Management
Florida
$36M -$1.24M -29,260 -4%
RJT
519
Raymond James Trust
Florida
$36M -$2.38M -56,184 -7%
LWCA
520
Locust Wood Capital Advisers
New York
$35.7M +$9.92M +233,964 +45%
Wealthfront Advisers
521
Wealthfront Advisers
California
$35.6M +$1.87M +44,048 +6%
FAB
522
First American Bank
Illinois
$35.6M -$1.81M -42,604 -5%
OA
523
Oak Associates
Ohio
$35.5M -$593K -13,980 -2%
AIM
524
Avity Investment Management
Connecticut
$35.5M +$273K +6,440 +0.9%
KWILP
525
Kiwi Wealth Investments Limited Partnership
New Zealand
$35.4M -$3.99M -94,032 -11%

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.