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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
ELC
651
Edgar Lomax Company
Virginia
$25.1M +$11M +260,300 +97%
RIL
652
Rothschild Investment LLC
Illinois
$25M -$284K -6,684 -1%
AMI
653
Amica Mutual Insurance
Rhode Island
$25M -$1.41M -33,308 -6%
OWD
654
Osborn Williams & Donohoe
Ohio
$25M +$3.88M +91,356 +22%
ZIC
655
ZWJ Investment Counsel
Georgia
$24.9M +$4.16M +98,064 +23%
AII
656
AGF Investments Inc
Ontario, Canada
$24.7M +$1.21M +28,576 +6%
OGC
657
Oak Grove Capital
New Hampshire
$24.7M +$1.21M +28,484 +6%
PA
658
Parallel Advisors
California
$24.6M -$261K -6,148 -1%
BRA
659
Bender Robert & Associates
California
$24.6M -$124K -2,920 -0.6%
CAMG
660
CWA Asset Management Group
Florida
$24.6M +$214K +5,052 +1%
CWM
661
Calamos Wealth Management
Illinois
$24.5M -$2.48M -58,548 -10%
AAM
662
AO Asset Management
New York
$24.5M +$195K +4,600 +0.9%
YIA
663
YHB Investment Advisors
Connecticut
$24.5M -$10.9K -256 -0%
FCBT
664
First Citizens Bank & Trust
North Carolina
$24.5M +$1.64M +38,628 +8%
GIC
665
GFI Investment Counsel
Ontario, Canada
$24.4M +$2.27M +53,464 +12%
CTA
666
Colonial Trust Advisors
South Carolina
$24.4M +$1.78M +42,080 +9%
LRPA
667
L. Roy Papp & Associates
Arizona
$24.3M +$1.89M +44,640 +10%
HIM
668
Hillhouse Investment Management
Cayman Islands
$24.3M +$3.2M +75,344 +17%
MC
669
Middleton & Co
Massachusetts
$24.2M -$254K -5,988 -1%
NAM
670
NorthCoast Asset Management
Connecticut
$24.2M -$1.43M -33,708 -6%
VCM
671
Vigilant Capital Management
Maine
$24.2M +$225K +5,296 +1%
BIA
672
Biondo Investment Advisors
Pennsylvania
$24.1M -$238K -5,604 -1%
AW
673
ACG Wealth
Georgia
$24.1M -$779K -18,360 -3%
CI
674
Conning Inc
Connecticut
$24.1M -$575K -13,560 -3%
PNAA
675
Pictet North America Advisors
Switzerland
$24.1M -$3.08M -72,528 -13%

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.