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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
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$884M +$6.14M +144,704 +0.8%
Citigroup
77
Citigroup
New York
$878M -$84.4M -1,989,104 -10%
HSBC Holdings
78
HSBC Holdings
United Kingdom
$865M -$450M -10,609,688 -37%
CAM
79
Cresset Asset Management
Illinois
$864M +$172M +4,048,720 +29%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$845M -$48.4M -1,140,780 -6%
WRF
81
Waddell & Reed Financial
Kansas
$828M -$139M -3,286,640 -16%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$790M -$10.6M -250,896 -1%
Los Angeles Capital Management
83
Los Angeles Capital Management
California
$759M +$56.6M +1,335,392 +9%
Harris Associates
84
Harris Associates
Illinois
$733M +$8.94M +210,828 +1%
PAMU
85
Pictet Asset Management (UK)
United Kingdom
$726M +$6.41M +151,032 +1%
IFP
86
Independent Franchise Partners
United Kingdom
$713M +$113M +2,656,452 +21%
Lazard Asset Management
87
Lazard Asset Management
New York
$712M -$154M -3,633,016 -20%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$710M -$42.7M -1,006,000 -6%
Stifel Financial
89
Stifel Financial
Missouri
$696M +$12.1M +285,872 +2%
DZ Bank
90
DZ Bank
Germany
$690M +$154M +3,637,296 +33%
PAM
91
Panagora Asset Management
Massachusetts
$689M -$99.8M -2,351,964 -14%
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
$684M -$2.08M -49,036 -0.3%
ProShare Advisors
93
ProShare Advisors
Maryland
$681M -$9.37M -220,840 -2%
USAA
94
United Services Automobile Association
Texas
$680M +$14.2M +334,280 +2%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$674M +$22.2M +524,524 +4%
O
96
OppenheimerFunds
New York
$664M -$221M -5,200,308 -27%
Fidelity International
97
Fidelity International
Bermuda
$660M +$61.2M +1,442,180 +12%
AG
98
Aperio Group
California
$653M +$16.8M +395,992 +3%
SO
99
STRS Ohio
Ohio
$652M +$19.8M +466,620 +4%
US Bancorp
100
US Bancorp
Minnesota
$652M -$6.54M -154,296 -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.