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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
JCM
926
Janney Capital Management
Pennsylvania
$14.7M -$2.39M -49,076 -14%
CRB
927
Chad R. Baker
$14.7M
1IA
928
1834 Investment Advisors
Wisconsin
$14.6M -$188K -3,856 -1%
GLLW
929
Graves Light Lenhart Wealth
Virginia
$14.6M +$7.99K +164 +0.1%
DLA
930
Douglas Lane & Associates
New York
$14.6M -$2.79M -57,328 -16%
DAS
931
Dynamic Advisor Solutions
Arizona
$14.6M +$2.06M +42,364 +17%
1SB
932
1ST Source Bank
Indiana
$14.6M -$203K -4,172 -1%
IIA
933
IPG Investment Advisors
California
$14.6M -$1.51M -30,904 -9%
MLFP
934
MPS Loria Financial Planners
Illinois
$14.6M +$60.4K +1,240 +0.4%
BA
935
Bristlecone Advisors
Washington
$14.5M +$1.94M +39,904 +16%
HFS
936
Haverford Financial Services
Pennsylvania
$14.5M -$583K -11,960 -4%
BAAM
937
Baker Avenue Asset Management
California
$14.5M -$4.22M -86,516 -23%
PFO
938
Pathstone Family Office
New Jersey
$14.5M +$3.4M +69,732 +31%
KFGK
939
Keystone Financial Group (Kentucky)
Kentucky
$14.4M -$97.1K -1,992 -0.7%
Twin Tree Management
940
Twin Tree Management
Texas
$14.4M +$14.1M +290,172 New
PTC
941
Private Trust Company
Ohio
$14.3M +$121K +2,492 +0.9%
BPA
942
Beacon Pointe Advisors
California
$14.3M -$4.26M -87,396 -23%
WCMN
943
Westchester Capital Management (Nebraska)
Nebraska
$14.3M +$61.6K +1,264 +0.4%
FBB
944
Fulton Breakefield Broenniman
Maryland
$14.2M -$126K -2,576 -0.9%
CPH
945
C Partners Holding
Switzerland
$14.1M -$512K -10,508 -4%
LA
946
Lau Associates
Delaware
$14.1M +$33.1K +680 +0.2%
BFIM
947
Beese Fulmer Investment Management
Ohio
$14.1M +$82.1K +1,684 +0.6%
WCF
948
West Coast Financial
California
$14.1M -$438K -8,996 -3%
NCM
949
Novare Capital Management
North Carolina
$14M -$285K -5,852 -2%
ET
950
Equitable Trust
Tennessee
$14M -$223K -4,568 -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.