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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
WDA
776
Wendell David Associates
New Hampshire
$19.6M +$210K +4,956 +1%
CB
777
Community Bank
New York
$19.5M +$298K +7,016 +2%
CAM
778
Close Asset Management
United Kingdom
$19.5M +$17.2M +404,540 +7,768%
SFS
779
Sowell Financial Services
Arkansas
$19.4M +$1.38M +32,584 +9%
EWM
780
Edge Wealth Management
New York
$19.3M -$526K -12,400 -3%
AWCI
781
Alpine Woods Capital Investors
New York
$19.3M +$5.95M +140,276 +53%
WAM
782
Wealthspire Advisors (Maryland)
Maryland
$19.3M +$449K +10,576 +3%
SCA
783
Stillwater Capital Advisors
Pennsylvania
$19.2M -$266K -6,272 -2%
SSWM
784
Smith Salley Wealth Management
North Carolina
$19.2M +$683K +16,108 +4%
HIIFS
785
Harel Insurance Investments & Financial Services
Israel
$19.2M +$15M +354,568 +706%
IFWM
786
Institute for Wealth Management
Colorado
$19.2M +$27.8M +656,324 +302%
FMBTD
787
First Midwest Bank Trust Division
Illinois
$19.2M -$517K -12,200 -3%
BRWA
788
B. Riley Wealth Advisors
Florida
$19.1M -$3.01M -70,972 -15%
CCA
789
Cobblestone Capital Advisors
New York
$19.1M +$335K +7,892 +2%
CG
790
Cutler Group
California
$19.1M -$17.2M -405,720 -50%
CCM
791
Compton Capital Management
Rhode Island
$19.1M -$265K -6,248 -2%
SAM
792
Shikiar Asset Management
New York
$19M -$1.28M -30,236 -7%
MRCM
793
M&R Capital Management
New Jersey
$19M +$77.7K +1,832 +0.5%
KWM
794
Kingsview Wealth Management
Oregon
$18.9M +$9.93M +234,120 +142%
Lido Advisors
795
Lido Advisors
California
$18.9M +$2.02M +47,536 +14%
NSIM
796
North Star Investment Management
Illinois
$18.8M +$275K +6,492 +2%
RCM
797
Riverpark Capital Management
New York
$18.8M -$4.48M -105,516 -21%
BCM
798
BTR Capital Management
California
$18.8M +$731K +17,228 +5%
BC
799
Bruce & Co
Illinois
$18.7M +$2.15M +50,800 +15%
HIC
800
Hartline Investment Corp
Illinois
$18.6M +$348K +8,208 +2%

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.