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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
DCM
551
Decatur Capital Management
Georgia
$32.8M -$2.23M -52,676 -7%
CA
552
Cullinan Associates
Kentucky
$32.8M +$6.29M +148,296 +27%
LIC
553
Lodestar Investment Counsel
Illinois
$32.8M -$271K -6,384 -0.9%
TCOV
554
Trust Company of Vermont
Vermont
$32.5M +$405K +9,556 +1%
MME
555
Meag Munich Ergo
Germany
$32.5M +$29.2M +688,348 New
FIM
556
Foresters Investment Management
New York
$32.2M -$25.5M -600,400 -47%
VCM
557
Valiant Capital Management
California
$32M
SYBT
558
Stock Yards Bank & Trust
Kentucky
$31.9M +$606K +14,288 +2%
DMIC
559
Dixon Mitchell Investment Counsel
British Columbia, Canada
$31.5M -$493K -11,632 -2%
GJIC
560
Gamble Jones Investment Counsel
California
$31.3M -$241K -5,692 -0.9%
RG
561
Renaissance Group
Kentucky
$31.2M +$1.23M +29,072 +5%
WBG
562
Wharton Business Group
Pennsylvania
$31.1M +$1.99M +46,852 +8%
TC
563
TownSquare Capital
Utah
$31.1M +$18M +424,104 +183%
BPB
564
Badgley, Phelps & Bell
Washington
$31.1M +$520K +12,264 +2%
GWM
565
Geneos Wealth Management
Colorado
$31.1M -$674K -15,880 -2%
PVH
566
Psagot Value Holdings
Israel
$31M -$532K -12,532 -2%
RBA
567
Richard Bernstein Advisors
New York
$30.7M -$6.67M -157,332 -20%
MAM
568
Meeder Asset Management
Ohio
$30.6M -$1.08M -25,488 -4%
BCM
569
Bridgeway Capital Management
Texas
$30.5M -$170K -4,000 -0.6%
RIG
570
Roosevelt Investment Group
New York
$30.5M -$1.45M -34,280 -5%
CTA
571
Carillon Tower Advisers
Florida
$30.4M +$2.27M +53,600 +9%
CC
572
Chicago Capital
Illinois
$30.4M -$1.01M -23,708 -4%
EB
573
Eastern Bank
Massachusetts
$30.4M -$4.58M -108,048 -14%
BFS
574
Baskin Financial Services
Ontario, Canada
$30.2M -$38K -896 -0.1%
OPFM
575
Optimus Prime Fund Management
Cayman Islands
$30.2M -$1.66M -39,200 -6%

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.