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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
UH
601
Unigestion Holding
Switzerland
$28.3M -$2.58M -60,888 -9%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$28.3M +$115K +2,708 +0.5%
ONB
603
Old National Bancorp
Indiana
$28.2M -$1.18M -27,720 -4%
PCM
604
Palisade Capital Management
New Jersey
$28.1M -$1.96M -46,264 -7%
ATC
605
Argent Trust Co
Tennessee
$28.1M -$285K -6,708 -1%
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$28M -$26.6K -628 -0.1%
SCM
607
Silvant Capital Management
Georgia
$27.9M -$678K -15,984 -3%
LCM
608
LVM Capital Management
Michigan
$27.9M -$745K -17,552 -3%
SWM
609
SeaCrest Wealth Management
New York
$27.8M +$4.69M +110,616 +23%
AP
610
Advisor Partners
California
$27.7M +$1.05M +24,852 +4%
WIA
611
Wealthstreet Investment Advisors
Texas
$27.7M +$49.2K +1,160 +0.2%
AP
612
Appleton Partners
Massachusetts
$27.7M +$551K +12,984 +2%
ABTD
613
Arvest Bank Trust Division
Oklahoma
$27.6M -$313K -7,372 -1%
AHC
614
Adell Harriman & Carpenter
Texas
$27.5M -$1.66M -39,144 -6%
SBCM
615
Schwerin Boyle Capital Management
Massachusetts
$27.5M +$13.3M +313,080 +118%
WI
616
Wafra Inc
New York
$27.4M +$7.27M +171,340 +42%
WAM
617
Weatherly Asset Management
California
$27.4M -$160K -3,764 -0.6%
BII
618
Bainco International Investors
Massachusetts
$27.3M -$774K -18,240 -3%
CC
619
Courier Capital
New York
$27.2M -$215K -5,068 -0.9%
MHC
620
Meyer Handelman Company
New York
$27.2M +$79.7K +1,880 +0.3%
CTI
621
Community Trust & Investment
Kentucky
$27.1M +$24.2M +570,204 New
Impax Asset Management Group
622
Impax Asset Management Group
United Kingdom
$27.1M +$1.36M +32,148 +6%
WIM
623
Wittenberg Investment Management
Massachusetts
$26.9M +$740K +17,436 +3%
BFO
624
Boston Family Office
Massachusetts
$26.8M -$15.4K -364 -0.1%
CA
625
CapWealth Advisors
Tennessee
$26.8M +$296K +6,988 +1%

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.