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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
GP
626
Girard Partners
Pennsylvania
$26.7M +$1.39M +32,800 +6%
Edgewood Management
627
Edgewood Management
Connecticut
$26.6M -$3.39M -79,836 -12%
AAS
628
Avantax Advisory Services
Texas
$26.6M +$1.49M +35,168 +7%
BDS
629
Banco de Sabadell
Florida
$26.5M -$3.13M -73,840 -12%
SEIA
630
Signature Estate & Investment Advisors
California
$26.5M +$2.03M +47,764 +9%
GT
631
Greenleaf Trust
Michigan
$26.5M +$755K +17,804 +3%
Baillie Gifford & Co
632
Baillie Gifford & Co
United Kingdom
$26.5M +$1.58M +37,344 +7%
FNT
633
First National Trust
Pennsylvania
$26.5M +$2.86M +67,536 +14%
AAM
634
Aureus Asset Management
Massachusetts
$26.4M +$483K +11,396 +2%
NIM
635
Nexus Investment Management
Ontario, Canada
$26.4M +$228K +5,380 +1%
ACM
636
Azimuth Capital Management
Michigan
$26.3M +$584K +13,776 +3%
TCM
637
Traynor Capital Management
Pennsylvania
$26.1M +$176K +4,144 +0.8%
CA
638
Cornerstone Advisors
North Carolina
$26M -$24.2M -570,000 -51%
BAC
639
Boys Arnold & Co
North Carolina
$26M -$4.25M -100,296 -15%
CIC
640
Crawford Investment Counsel
Georgia
$26M +$481K +11,340 +2%
MMA
641
Miracle Mile Advisors
California
$26M +$4.52M +106,656 +24%
HA
642
Halsey Associates
Connecticut
$26M -$299K -7,052 -1%
VWM
643
Valley Wealth Managers
New Jersey
$25.9M +$171K +4,040 +0.7%
JIR
644
James Investment Research
Ohio
$25.6M +$13.5M +317,940 +143%
TBA
645
Tower Bridge Advisors
Pennsylvania
$25.6M -$291K -6,856 -1%
OAM
646
Origin Asset Management
United Kingdom
$25.5M -$12.5M -293,600 -35%
TAM
647
Taurus Asset Management
New York
$25.3M -$643K -15,160 -3%
CAM
648
Capco Asset Management
Florida
$25.1M +$2.86M +67,360 +15%
LDB
649
Lee, Danner & Bass
Tennessee
$25.1M -$793K -18,696 -3%
CG
650
Colony Group
Massachusetts
$25.1M +$2.31M +54,452 +12%

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.