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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
BWP
676
Baldwin Wealth Partners
Massachusetts
$24.1M -$3.97M -93,612 -16%
MIM
677
Manitou Investment Management
Ontario, Canada
$24M +$8.35M +196,952 +64%
OAM
678
Oppenheimer Asset Management
New York
$23.9M -$26.3K -620 -0.1%
EAM
679
Evanson Asset Management
California
$23.9M -$332K -7,824 -2%
PWM
680
Perigon Wealth Management
California
$23.9M -$364K -8,584 -2%
ECAM
681
East Coast Asset Management
Massachusetts
$23.8M +$950K +22,392 +5%
TC
682
Telemus Capital
Michigan
$23.8M -$975K -22,992 -4%
FWM
683
Frontier Wealth Management
Missouri
$23.8M +$990K +23,348 +5%
NA
684
NewEdge Advisors
Louisiana
$23.8M +$1.83M +43,192 +9%
CAM
685
Carret Asset Management
New York
$23.7M +$10.3K +244 +0%
SCA
686
Stonebridge Capital Advisors
Minnesota
$23.7M +$721K +16,996 +4%
ASN
687
Advisory Services Network
Georgia
$23.6M +$1.16M +27,300 +6%
GC
688
Grimes & Company
Massachusetts
$23.5M +$1.58M +37,148 +8%
HR
689
Howe & Rusling
New York
$23.4M +$1.22M +28,800 +6%
VHAM
690
Van Hulzen Asset Management
California
$23.4M +$7.97K +188 +0%
PFU
691
Parus Finance (UK)
United Kingdom
$23.4M +$9.02M +212,640 +76%
FB
692
Fulton Bank
Pennsylvania
$23.3M +$140K +3,300 +0.7%
WIC
693
Willis Investment Counsel
Georgia
$23.3M +$67.9K +1,600 +0.3%
PFPT
694
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.3M +$1.28M +30,168 +7%
CBUSF
695
Construction & Building Unions Superannuation Fund
Australia
$23.2M
HJGA
696
Hardman Johnston Global Advisors
Connecticut
$23.2M -$361K -8,520 -2%
BAS
697
Brown Advisory Securities
Maryland
$23.1M -$5.06M -119,372 -20%
UAM
698
UAS Asset Management
New York
$23.1M +$4.76M +112,216 +30%
HTHT
699
Hemenway Trust Hemenway Trust
New Hampshire
$23M +$2.55M +60,104 +14%
BSW
700
Buckingham Strategic Wealth
Missouri
$22.9M +$2.75M +64,828 +16%

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.