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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
MHIC
776
Marble Harbor Investment Counsel
Massachusetts
$19.6M +$411K +8,440 +2%
CCM
777
Compton Capital Management
Rhode Island
$19.5M -$351K -7,212 -2%
WAM
778
Wealthspire Advisors (Maryland)
Maryland
$19.5M -$546K -11,208 -3%
BRWA
779
B. Riley Wealth Advisors
Florida
$19.5M -$440K -9,028 -2%
CDH
780
Charles D. Hyman
$19.5M +$632K +12,980 +3%
CCA
781
Cobblestone Capital Advisors
New York
$19.4M -$479K -9,824 -2%
KWM
782
Kingsview Wealth Management
Oregon
$19.3M -$382K -7,836 -2%
Jones Financial Companies
783
Jones Financial Companies
Missouri
$19.2M +$43.1K +884 +0.2%
SCI
784
S&CO Inc
Massachusetts
$19.2M -$5.85K -120 -0%
NAM
785
North American Management
Massachusetts
$19.1M -$30.6K -628 -0.2%
LCM
786
Lionstone Capital Management
New York
$19.1M
HB
787
Homrich & Berg
Georgia
$19.1M +$181K +3,724 +1%
ACM
788
Academy Capital Management
Texas
$19M -$79.3K -1,628 -0.4%
GIA
789
Granite Investment Advisors
New Hampshire
$18.9M +$69K +1,416 +0.4%
EWM
790
Edge Wealth Management
New York
$18.9M -$1.2M -24,584 -6%
MIA
791
MainStreet Investment Advisors
Illinois
$18.9M -$255K -5,232 -1%
JIC
792
Joel Isaacson & Co
New York
$18.9M -$170K -3,480 -0.9%
JFGIW
793
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.8M +$1.68M +34,504 +10%
MCM
794
McKinley Capital Management
Alaska
$18.8M +$92.6K +1,900 +0.5%
TC
795
TownSquare Capital
Utah
$18.7M -$14M -287,852 -44%
AP
796
Archon Partners
New Jersey
$18.7M
KAS
797
Kemnay Advisory Services
New York
$18.7M -$230K -4,728 -1%
PCA
798
Private Capital Advisors
Connecticut
$18.7M +$157K +3,220 +0.9%
HIC
799
Hartline Investment Corp
Illinois
$18.6M -$783K -16,072 -4%
LCS
800
Levin Capital Strategies
New York
$18.6M +$973K +19,972 +6%

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.