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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
FMC
951
First Merchants Corp
Indiana
$14M -$161K -3,308 -1%
SW
952
SlateStone Wealth
Florida
$14M -$11.1K -228 -0.1%
MA
953
Montag & Associates
Georgia
$14M -$76.2K -1,564 -0.6%
PDM
954
Penn Davis McFarland
Texas
$14M -$11.3K -232 -0.1%
FIB
955
First Interstate Bank
Montana
$13.8M -$647K -13,280 -5%
AA
956
Apriem Advisors
California
$13.8M +$49.9K +1,024 +0.4%
SBSB
957
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.8M +$123K +2,532 +0.9%
AC
958
Alexandria Capital
Virginia
$13.8M -$546K -11,204 -4%
DT
959
Diversified Trust
Tennessee
$13.7M -$133K -2,736 -1%
DHFB
960
Dixon Hubard Feinour & Brown
Virginia
$13.7M +$145K +2,976 +1%
EWA
961
Exencial Wealth Advisors
Oklahoma
$13.7M -$230K -4,720 -2%
RWA
962
Ropes Wealth Advisors
Massachusetts
$13.7M -$33.7K -692 -0.2%
PAM
963
Palisade Asset Management
Minnesota
$13.6M -$120K -2,468 -0.9%
MSR
964
Main Street Research
Connecticut
$13.6M +$2.01M +41,236 +18%
NEI
965
Northwest & Ethical Investments
Ontario, Canada
$13.6M -$3.45M -70,796 -20%
S
966
SignatureFD
Georgia
$13.6M +$291K +5,976 +2%
BC
967
Blackhill Capital
New Jersey
$13.5M -$390K -8,000 -3%
FFA
968
First Foundation Advisors
California
$13.5M +$225K +4,608 +2%
UAM
969
UAS Asset Management
New York
$13.5M -$10.4M -213,380 -44%
GWM
970
Greenwich Wealth Management
Connecticut
$13.5M +$37.4K +768 +0.3%
EWM
971
Executive Wealth Management
Michigan
$13.4M +$320K +6,564 +2%
AAM
972
Autus Asset Management
Arizona
$13.4M -$82.6K -1,696 -0.6%
HT
973
Heritage Trust
Oklahoma
$13.3M -$228K -4,688 -2%
BCM
974
Blume Capital Management
California
$13.3M +$55.9K +1,148 +0.4%
SRC
975
Shufro Rose & Co
New York
$13.3M +$49.1K +1,008 +0.4%

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.