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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
TFO
851
Tarbox Family Office
California
$17.1M +$14.7M +301,172 +670%
WWM
852
Willingdon Wealth Management
North Carolina
$17.1M -$527K -10,824 -3%
NCM
853
Narwhal Capital Management
Georgia
$17M +$318K +6,524 +2%
MAM
854
Mastrapasqua Asset Management
Tennessee
$17M -$344K -7,060 -2%
FFN
855
Focus Financial Network
Minnesota
$16.9M +$966K +19,828 +6%
BWM
856
Buckley Wealth Management
Nevada
$16.9M -$311K -6,384 -2%
FC
857
Forte Capital
New York
$16.9M -$1.11M -22,700 -6%
SEM
858
Suncoast Equity Management
Florida
$16.8M +$563K +11,556 +4%
SAA
859
Southeast Asset Advisors
Georgia
$16.8M +$192K +3,948 +1%
BJL
860
Brighton Jones LLC
Washington
$16.8M +$2.28M +46,880 +16%
BFEC
861
Benjamin F. Edwards & Company
Missouri
$16.8M +$2.27M +46,584 +16%
KA
862
Kintegral Advisory
New York
$16.7M
GAI
863
General American Investors
New York
$16.6M -$975K -20,000 -6%
BFIC
864
Bedell Frazier Investment Counselling
California
$16.6M +$4.27M +87,696 +35%
FMBTD
865
First Midwest Bank Trust Division
Illinois
$16.5M -$3.39M -69,516 -17%
CCM
866
Coldstream Capital Management
Washington
$16.5M +$303K +6,216 +2%
HSA
867
HBK Sorce Advisory
Pennsylvania
$16.4M -$1.55M -31,832 -9%
OC
868
Oakworth Capital
Alabama
$16.4M +$670K +13,752 +4%
SNB
869
Security National Bank
Nebraska
$16.3M +$90.4K +1,856 +0.6%
SBWIC
870
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.2M +$241K +4,936 +2%
GKWIM
871
Gerber Kawasaki Wealth & Investment Management
California
$16.2M -$2.22M -45,636 -12%
BBA
872
BLB&B Advisors
Pennsylvania
$16.2M +$269K +5,516 +2%
EAM
873
Eagle Asset Management
Florida
$16.2M +$474K +9,724 +3%
DP
874
DDD Partners
Washington
$16.2M -$54.6K -1,120 -0.3%
PGIM
875
Pacific Global Investment Management
California
$16.2M -$359K -7,364 -2%

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.