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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
SAA
876
Southeast Asset Advisors
Georgia
$15.9M +$1.05M +24,864 +8%
IA
877
IFP Advisors
Florida
$15.9M -$18.3M -431,600 -56%
PGIM
878
Pacific Global Investment Management
California
$15.9M +$155K +3,656 +1%
PAM
879
Private Asset Management
California
$15.9M -$123K -2,892 -0.9%
SIM
880
Sonora Investment Management
Arizona
$15.7M +$406K +9,564 +3%
CHAM
881
Clear Harbor Asset Management
Connecticut
$15.7M -$900K -21,224 -6%
MA
882
Mutual Advisors
Nebraska
$15.7M +$911K +21,484 +7%
TWA
883
TCI Wealth Advisors
Arizona
$15.6M -$76.5K -1,804 -0.5%
SEM
884
Suncoast Equity Management
Florida
$15.6M +$318K +7,492 +2%
KPCM
885
Kings Point Capital Management
New York
$15.6M +$840K +19,792 +6%
VCM
886
Vision Capital Management
Oregon
$15.6M +$68.4K +1,612 +0.5%
DP
887
DDD Partners
Washington
$15.6M +$282K +6,652 +2%
KPW
888
Kore Private Wealth
New York
$15.6M +$1.03M +24,196 +8%
SNB
889
Security National Bank
Nebraska
$15.6M +$410K +9,668 +3%
CCM
890
Coldstream Capital Management
Washington
$15.5M
BIM
891
Bridgecreek Investment Management
Oklahoma
$15.5M -$851K -20,060 -6%
AIM
892
Assured Investment Management
New York
$15.5M -$1.14M -26,876 -8%
BOH
893
Bank of Hawaii
Hawaii
$15.5M +$204K +4,816 +1%
IIA
894
IPG Investment Advisors
California
$15.5M -$4.9M -115,596 -26%
WTB
895
Washington Trust Bank
Washington
$15.4M +$447K +10,532 +3%
RWP
896
RWA Wealth Partners
Massachusetts
$15.4M -$189K -4,452 -1%
MCM
897
Manchester Capital Management
Vermont
$15.4M +$818K +19,292 +6%
SSA
898
South Street Advisors
New York
$15.3M -$246K -5,808 -2%
SBWIC
899
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.3M +$225K +5,300 +2%
NB
900
NBT Bank
New York
$15.3M -$317K -7,472 -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.