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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
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$1.44B -$120M -2,470,264 -8%
CS
52
Credit Suisse
Switzerland
$1.43B -$56.5M -1,159,632 -4%
ClearBridge Investments
53
ClearBridge Investments
New York
$1.43B -$85.7M -1,759,544 -6%
AQR Capital Management
54
AQR Capital Management
Connecticut
$1.4B -$238M -4,882,312 -15%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$1.31B -$70.6M -1,449,964 -5%
EVM
56
Eaton Vance Management
Massachusetts
$1.27B -$19.7M -403,628 -2%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$1.22B -$52.5M -1,076,944 -4%
PI
58
Putnam Investments
Massachusetts
$1.16B -$96.7M -1,985,272 -8%
NEAM
59
New England Asset Management
Connecticut
$1.13B -$278K -5,696 -0%
Capital World Investors
60
Capital World Investors
California
$1.12B -$355M -7,292,304 -24%
APG Asset Management
61
APG Asset Management
Netherlands
$1.12B +$3.06M +62,800 +0.2%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$1.09B -$66.7M -1,368,140 -6%
Adage Capital Partners
63
Adage Capital Partners
Massachusetts
$1.05B -$14M -287,980 -1%
Capital Research Global Investors
64
Capital Research Global Investors
California
$1.05B -$38.2M -784,236 -4%
Citigroup
65
Citigroup
New York
$1.04B +$123M +2,515,376 +14%
RJA
66
Raymond James & Associates
Florida
$1.01B -$10.7M -220,136 -1%
National Pension Service
67
National Pension Service
South Korea
$986M +$47M +965,432 +5%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$967M -$88M -1,806,720 -8%
Nordea Investment Management
69
Nordea Investment Management
Sweden
$965M -$188M -3,868,616 -17%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$955M -$919K -18,860 -0.1%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$954M +$836M +17,152,200 +808%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$942M -$37M -759,244 -4%
Capital International Investors
73
Capital International Investors
California
$938M -$403M -8,279,280 -30%
Fayez Sarofim & Co
74
Fayez Sarofim & Co
Texas
$913M -$13.1M -268,936 -1%
CAM
75
Cresset Asset Management
Illinois
$889M -$12.4M -254,896 -1%

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.