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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
FFN
901
Focus Financial Network
Minnesota
$15.3M +$13.7M +322,324 New
BBA
902
BLB&B Advisors
Pennsylvania
$15.3M +$856K +20,184 +7%
ECM
903
Estabrook Capital Management
New York
$15.3M -$83.3K -1,964 -0.6%
IRF
904
IBM Retirement Fund
New York
$15.2M +$93.8K +2,212 +0.7%
EAM
905
Eagle Asset Management
Florida
$15.1M +$456K +10,752 +4%
OC
906
Oakworth Capital
Alabama
$15.1M -$385K -9,072 -3%
LSA
907
L & S Advisors
California
$15M +$5.14M +121,264 +62%
AAM
908
AR Asset Management
California
$15M
CBTWT
909
Community Bank & Trust (Waco, Texas)
Texas
$15M +$156K +3,668 +1%
CAI
910
Capital Advisors Inc
Oklahoma
$14.9M -$9.92M -233,936 -43%
CW
911
Cobiz Wealth
Colorado
$14.9M -$184K -4,340 -1%
RA
912
RiverPark Advisors
New York
$14.9M -$2.78M -65,512 -17%
FG
913
Fiduciary Group
Georgia
$14.9M -$26.1K -616 -0.2%
LWS
914
Lucia Wealth Services
California
$14.8M +$3.45M +81,400 +35%
JA
915
JLB & Associates
Michigan
$14.8M +$150K +3,528 +1%
SCA
916
Snowden Capital Advisors
New York
$14.8M +$724K +17,060 +6%
IWM
917
IHT Wealth Management
Illinois
$14.8M +$434K +10,240 +3%
FHB
918
First Hawaiian Bank
Hawaii
$14.7M +$590K +13,912 +5%
PWAP
919
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$14.7M +$40.9K +964 +0.3%
CK
920
Cohen Klingenstein
New York
$14.6M +$9.67K +228 +0.1%
AF
921
Arrow Financial
New York
$14.6M -$329K -7,760 -2%
CSUI
922
Cincinnati Specialty Underwriters Insurance
Ohio
$14.6M
NFG
923
NewFocus Financial Group
Washington
$14.6M -$166K -3,920 -1%
CHCM
924
Columbus Hill Capital Management
New Jersey
$14.6M -$2.35M -55,396 -15%
AP
925
Atwood & Palmer
Missouri
$14.6M +$136K +3,204 +1%

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.