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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
NPF
751
Norris Perne & French
Michigan
$20.8M -$2.15M -44,108 -9%
SSWM
752
Smith Salley Wealth Management
North Carolina
$20.8M +$714K +14,648 +4%
BC
753
Brinker Capital
Pennsylvania
$20.8M +$344K +7,052 +2%
AII
754
AGF Investments Inc
Ontario, Canada
$20.7M -$4.96M -101,860 -20%
JWBC
755
J.W. Burns & Co
New York
$20.7M -$135K -2,776 -0.7%
AL
756
Aspiriant LLC
California
$20.6M -$1.1M -22,504 -5%
Baillie Gifford & Co
757
Baillie Gifford & Co
United Kingdom
$20.6M -$6.89M -141,316 -25%
MC
758
Moors & Cabot
Massachusetts
$20.4M +$2.78M +57,132 +16%
AF
759
Alerus Financial
North Dakota
$20.4M -$586K -12,032 -3%
LWAC
760
Laurel Wealth Advisors (California)
California
$20.4M -$29.8K -612 -0.1%
RIM
761
Rampart Investment Management
Connecticut
$20.4M -$1.77M -36,252 -8%
GA
762
GFS Advisors
Texas
$20.4M -$1.25M -25,732 -6%
BCAM
763
Boston Common Asset Management
Massachusetts
$20.3M -$1.81M -37,220 -8%
KFS
764
Kurt F. Somerville
$20.2M -$452K -9,280 -2%
AWCI
765
Alpine Woods Capital Investors
New York
$20.2M +$127K +2,604 +0.6%
TC
766
Telemus Capital
Michigan
$20.2M -$4.09M -83,860 -17%
WDA
767
Wendell David Associates
New Hampshire
$20.2M -$184K -3,772 -0.9%
CB
768
Community Bank
New York
$20.2M -$168K -3,452 -0.8%
VCM
769
Violich Capital Management
California
$20.1M -$642K -13,180 -3%
SC
770
SouthState Corp
Florida
$20.1M -$2.63M -53,980 -12%
DBT
771
Dubuque Bank & Trust
Iowa
$20M -$1.34M -27,564 -6%
SAM
772
Shikiar Asset Management
New York
$20M +$156K +3,200 +0.8%
OPFM
773
Optimus Prime Fund Management
Cayman Islands
$20M -$11.3M -232,000 -36%
NSIM
774
North Star Investment Management
Illinois
$20M +$361K +7,416 +2%
MWM
775
Mission Wealth Management
California
$19.6M -$1.01M -20,648 -5%

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.