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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
SFS
1001
Strategic Financial Services
New York
$12.7M -$274K -6,452 -2%
M
1002
MOTCO
Texas
$12.7M +$281K +6,624 +3%
RC
1003
Roundview Capital
New Jersey
$12.7M -$193K -4,544 -2%
MHS
1004
M Holdings Securities
Oregon
$12.6M +$658K +15,508 +6%
WF
1005
WealthTrust Fairport
Ohio
$12.6M +$547K +12,888 +5%
EWM
1006
Endurance Wealth Management
Rhode Island
$12.6M -$1.16M -27,412 -9%
PAM
1007
Premier Asset Management
Illinois
$12.6M -$1.44M -33,968 -11%
RPA
1008
Rock Point Advisors
Vermont
$12.6M -$300K -7,084 -3%
EWM
1009
Executive Wealth Management
Michigan
$12.6M +$384K +9,044 +4%
CM
1010
Churchill Management
California
$12.5M -$502K -11,836 -4%
BWFA
1011
Baltimore-Washington Financial Advisors
Maryland
$12.5M -$270K -6,360 -2%
CIM
1012
Corda Investment Management
Texas
$12.5M +$6.25M +147,448 +128%
FHA
1013
Flagship Harbor Advisors
Massachusetts
$12.5M +$273K +6,440 +3%
CEI
1014
Clark Estates Inc
New York
$12.4M +$5.26M +123,936 +90%
CBU
1015
CIBC Bank USA
Illinois
$12.4M +$453K +10,668 +4%
OIA
1016
Optimum Investment Advisors
Illinois
$12.4M -$85.3K -2,012 -0.8%
GI
1017
Gradient Investments
Minnesota
$12.4M -$708K -16,688 -6%
WAS
1018
Wesleyan Assurance Society
United Kingdom
$12.4M +$11.1M +260,600 New
TF
1019
Tompkins Financial
New York
$12.4M +$227K +5,344 +2%
QI
1020
Quilter Investors
United Kingdom
$12.3M -$280K -6,596 -2%
KFP
1021
KMG Fiduciary Partners
Ohio
$12.3M +$495K +11,660 +5%
Cetera Investment Advisers
1022
Cetera Investment Advisers
Illinois
$12.2M +$7.8K +184 +0.1%
SC
1023
Saybrook Capital
North Carolina
$12.2M +$55.1K +1,300 +0.5%
GFA
1024
Gifford Fong Associates
California
$12.2M
GP
1025
Greenline Partners
New York
$12.1M -$228K -5,384 -2%

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.