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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
FIB
951
First Interstate Bank
Montana
$13.9M -$974K -22,968 -7%
BJL
952
Brighton Jones LLC
Washington
$13.9M +$785K +18,508 +7%
BFEC
953
Benjamin F. Edwards & Company
Missouri
$13.9M +$1.41M +33,228 +13%
FA
954
Fagan Associates
New York
$13.9M +$191K +4,508 +2%
HCM
955
Harvey Capital Management
Florida
$13.8M -$2.98M -70,188 -19%
AC
956
Alexandria Capital
Virginia
$13.8M -$270K -6,360 -2%
NCM
957
Novare Capital Management
North Carolina
$13.8M +$265K +6,256 +2%
FBB
958
Fulton Breakefield Broenniman
Maryland
$13.8M +$298K +7,020 +2%
IUHSA
959
Itau Unibanco Holding S.A.
Brazil
$13.7M
ET
960
Equitable Trust
Tennessee
$13.7M +$66.7K +1,572 +0.5%
WCMN
961
Westchester Capital Management (Nebraska)
Nebraska
$13.6M -$171K -4,032 -1%
I
962
IberiaBank
Louisiana
$13.6M +$839K +19,780 +7%
FMC
963
First Merchants Corp
Indiana
$13.6M +$246K +5,800 +2%
PTC
964
Private Trust Company
Ohio
$13.6M +$135K +3,176 +1%
WWM
965
Western Wealth Management
Colorado
$13.5M -$231K -5,436 -2%
LA
966
Lau Associates
Delaware
$13.5M -$204K -4,812 -2%
MA
967
Montag & Associates
Georgia
$13.5M -$2.7M -63,568 -18%
SW
968
SlateStone Wealth
Florida
$13.5M +$2.86M +67,316 +31%
BFIM
969
Beese Fulmer Investment Management
Ohio
$13.5M +$1.87K +44 +0%
SHCM
970
Stokes & Hubbell Capital Management
Louisiana
$13.4M -$76.5K -1,804 -0.6%
PDM
971
Penn Davis McFarland
Texas
$13.4M -$420K -9,904 -3%
BC
972
Blackhill Capital
New Jersey
$13.4M -$170K -4,000 -1%
EWA
973
Exencial Wealth Advisors
Oklahoma
$13.4M -$266K -6,280 -2%
DT
974
Diversified Trust
Tennessee
$13.3M -$27.7K -652 -0.2%
GCM
975
Gladius Capital Management
Illinois
$13.3M +$11.9M +280,212 New

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.