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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
CA
801
Clearstead Advisors
Ohio
$18.6M +$4M +82,016 +28%
PFA
802
Paradigm Financial Advisors
Missouri
$18.6M -$430K -8,816 -2%
BCM
803
BTR Capital Management
California
$18.6M -$976K -20,024 -5%
TWA
804
TCI Wealth Advisors
Arizona
$18.6M +$2.23M +45,752 +14%
HT
805
HighTower Trust
Texas
$18.5M +$156K +3,196 +0.9%
SWM
806
SVA Wealth Management
Wisconsin
$18.5M -$2.3M -47,228 -11%
RFA
807
Reilly Financial Advisors
California
$18.5M -$556K -11,404 -3%
CB
808
Chemical Bank
Michigan
$18.5M -$174K -3,580 -1%
KCM
809
Kanawha Capital Management
Virginia
$18.4M +$395K +8,116 +2%
CCG
810
Ceeto Capital Group
Florida
$18.4M -$195K -4,000 -1%
WI
811
Wintrust Investments
Illinois
$18.4M +$167K +3,428 +0.9%
WB
812
Webster Bank
Connecticut
$18.3M +$129K +2,648 +0.7%
CWM
813
Cornerstone Wealth Management
Missouri
$18.3M -$1.23M -25,292 -6%
CAM
814
Columbia Asset Management
Michigan
$18.3M -$280K -5,748 -2%
WP
815
WMS Partners
Maryland
$18.2M +$76.4K +1,568 +0.4%
MRCM
816
M&R Capital Management
New Jersey
$18.2M -$208K -4,276 -1%
FM
817
Foster & Motley
Ohio
$18.2M -$426K -8,740 -2%
BHWM
818
Bar Harbor Wealth Management
New Hampshire
$18.1M +$566K +11,616 +3%
GIM
819
Grassi Investment Management
California
$18M -$2.68M -54,932 -13%
KRSITF
820
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$18M +$408K +8,376 +2%
SCA
821
Stillwater Capital Advisors
Pennsylvania
$18M -$2.01M -41,296 -10%
MBI
822
Montrusco Bolton Investments
Quebec, Canada
$18M +$12.3K +252 +0.1%
AUB
823
Atlantic Union Bankshares
Virginia
$17.9M +$8.71M +178,848 +97%
FNT
824
First Nebraska Trust
Nebraska
$17.9M +$41.9K +860 +0.2%
CIA
825
CCM Investment Advisers
South Carolina
$17.9M -$2.69M -55,296 -13%

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.