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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
BII
701
Bainco International Investors
Massachusetts
$23.4M -$4.95M -101,536 -18%
AI
702
Atria Investments
North Carolina
$23.3M +$22.1M +453,832 New
VFA
703
Valeo Financial Advisors
Indiana
$23.3M +$632K +12,980 +3%
MIC
704
Means Investment Company
Maine
$23.3M -$515K -10,564 -2%
AMI
705
Amica Mutual Insurance
Rhode Island
$23.2M -$2.78M -57,072 -11%
AIM
706
Axiom Investment Management
New York
$23.2M -$334K -6,860 -1%
SFA
707
Sequoia Financial Advisors
Ohio
$23.1M +$263K +5,400 +1%
SWM
708
SeaCrest Wealth Management
New York
$23.1M -$5.75M -117,948 -20%
NSAM
709
North Star Asset Management
Wisconsin
$23M -$126K -2,596 -0.6%
TIP
710
Torray Investment Partners
Maryland
$22.7M -$1.07M -22,000 -5%
JC
711
Jacobs & Co
California
$22.7M +$2.28M +46,828 +11%
WM
712
WS Management
Florida
$22.6M -$8.63M -177,216 -28%
AFG
713
Albion Financial Group
Utah
$22.6M +$164K +3,356 +0.7%
TH
714
TCTC Holdings
Texas
$22.6M -$816K -16,752 -4%
BST
715
Bath Savings Trust
Maine
$22.4M +$202K +4,144 +0.9%
CIC
716
Crawford Investment Counsel
Georgia
$22.3M -$4.67M -95,784 -18%
BAS
717
Brown Advisory Securities
Maryland
$22.3M -$1.73M -35,568 -7%
EAM
718
Erste Asset Management
Austria
$22.3M +$1.22M +25,044 +6%
PMAM
719
Picton Mahoney Asset Management
Ontario, Canada
$22.2M -$351K -7,200 -2%
HAG
720
HighPoint Advisor Group
Illinois
$22.2M -$939K -19,264 -4%
DA
721
Dillon & Associates
Michigan
$22.1M -$585 -12 -0%
MAFM
722
Mid Atlantic Financial Management
Pennsylvania
$22.1M +$58.7K +1,204 +0.3%
CL
723
CPWM LLC
Washington
$22M -$17.9K -368 -0.1%
MIM
724
Marco Investment Management
Georgia
$22M -$98.2K -2,016 -0.5%
LFAS
725
Level Four Advisory Services
Texas
$21.9M -$143K -2,932 -0.7%

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.