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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
NLGIA
526
Nippon Life Global Investors Americas
New York
$35.4M -$2.37M -55,800 -7%
MPM
527
Meritage Portfolio Management
Kansas
$35.3M -$252K -5,932 -0.8%
DIA
528
Davidson Investment Advisors
Montana
$35.2M -$482K -11,368 -2%
CS
529
Cannell & Spears
New York
$34.8M +$567K +13,368 +2%
QAM
530
QCI Asset Management
New York
$34.8M +$1.8M +42,504 +6%
CIP
531
Chartwell Investment Partners
Pennsylvania
$34.5M -$2.99M -70,416 -9%
GW
532
GW & Wade
Massachusetts
$34.4M -$4.97M -117,108 -14%
BVDMP
533
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$34.4M
SS
534
Simplicity Solutions
Minnesota
$34.3M +$4.36M +102,728 +17%
CICI
535
Capital Investment Counsel Inc
North Carolina
$34.3M +$8.99K +212 +0%
APA
536
American Portfolios Advisors
New York
$34.2M +$3.57M +84,052 +13%
WS
537
Wedbush Securities
California
$34M -$420K -9,896 -1%
MAM
538
Martingale Asset Management
Massachusetts
$34M -$598K -14,104 -2%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$34M +$681K +16,052 +2%
BHIA
540
Birch Hill Investment Advisors
Massachusetts
$34M +$23.2K +548 +0.1%
ELI
541
Empire Life Investments
Ontario, Canada
$33.8M +$1.71M +40,272 +6%
TAM
542
Trillium Asset Management
Massachusetts
$33.7M -$712K -16,792 -2%
IAA
543
Independent Advisor Alliance
North Carolina
$33.7M +$2.91M +68,600 +11%
PWP
544
Private Wealth Partners
California
$33.6M +$412K +9,712 +1%
B
545
Bailard
California
$33.5M -$801K -18,880 -3%
Acadian Asset Management
546
Acadian Asset Management
Massachusetts
$33M -$110M -2,591,084 -79%
SRAM
547
Stone Ridge Asset Management
New York
$33M -$18.2M -428,992 -38%
MYAM
548
Meiji Yasuda Asset Management
Japan
$32.9M -$580K -13,676 -2%
VCAM
549
Van Cleef Asset Management
Ohio
$32.9M +$28.2K +664 +0.1%
Nomura Holdings
550
Nomura Holdings
Japan
$32.8M -$28M -659,024 -49%

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.