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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
MAM
976
Mark Asset Management
New York
$13.3M +$360K +8,480 +3%
CCFCSB
977
Cape Cod Five Cents Savings Bank
Massachusetts
$13.3M +$229K +5,400 +2%
AA
978
Apriem Advisors
California
$13.2M +$619K +14,584 +6%
PAM
979
Palisade Asset Management
Minnesota
$13.2M -$4.03M -95,000 -25%
RWA
980
Ropes Wealth Advisors
Massachusetts
$13.2M +$212K +5,000 +2%
SFM
981
Signet Financial Management
New Jersey
$13.2M -$795K -18,752 -7%
SBSB
982
Sullivan, Bruyette, Speros & Blaney
Virginia
$13.1M -$36K -848 -0.3%
EVM
983
Evelyn V. Moreno
$13M -$50.9K -1,200 -0.4%
DHFB
984
Dixon Hubard Feinour & Brown
Virginia
$13M +$450K +10,600 +4%
AMCA
985
Arthur M. Cohen & Associates
Illinois
$13M +$385K +9,088 +3%
HT
986
Heritage Trust
Oklahoma
$13M +$3.15M +74,272 +37%
SFG
987
SNS Financial Group
Minnesota
$13M +$268K +6,308 +2%
GWM
988
Greenwich Wealth Management
Connecticut
$12.9M -$261K -6,160 -2%
AAM
989
Autus Asset Management
Arizona
$12.9M -$16.1K -380 -0.1%
TW
990
Transform Wealth
Colorado
$12.8M -$380K -8,968 -3%
FFA
991
First Foundation Advisors
California
$12.8M -$1.01M -23,784 -8%
S
992
SignatureFD
Georgia
$12.7M +$1.08M +25,484 +10%
BRWM
993
B. Riley Wealth Management
Tennessee
$12.7M +$1.1M +25,824 +11%
AIL
994
AGF Investments LLC
Ontario, Canada
$12.7M +$1.81M +42,728 +19%
BCM
995
Blume Capital Management
California
$12.7M +$5.09K +120 +0%
SRC
996
Shufro Rose & Co
New York
$12.7M -$122K -2,880 -1%
CWM
997
Cabot Wealth Management
Massachusetts
$12.7M +$158K +3,728 +1%
SGK
998
Steigerwald Gordon & Koch
Virginia
$12.7M -$111K -2,616 -1%
CP
999
Cumberland Partners
Ontario, Canada
$12.7M +$10.7M +252,048 +1,667%
BCMO
1000
Buckingham Capital Management (Ohio)
Ohio
$12.7M +$123K +2,896 +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.