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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
SFS
1001
Strategic Financial Services
New York
$12.9M -$326K -6,692 -3%
BP
1002
BBR Partners
New York
$12.8M +$1.24M +25,488 +11%
PAM
1003
Premier Asset Management
Illinois
$12.8M -$280K -5,740 -2%
SGK
1004
Steigerwald Gordon & Koch
Virginia
$12.8M -$409K -8,384 -3%
Cetera Investment Advisers
1005
Cetera Investment Advisers
Illinois
$12.8M +$31.2K +640 +0.2%
WAS
1006
Winch Advisory Services
Wisconsin
$12.8M +$988K +20,276 +9%
WSCM
1007
Wellington Shields Capital Management
New York
$12.7M -$2.14M -43,848 -15%
GP
1008
Greenline Partners
New York
$12.7M +$13.3K +272 +0.1%
TW
1009
Transform Wealth
Colorado
$12.6M -$674K -13,836 -5%
IGGA
1010
Iron Gate Global Advisors
Utah
$12.6M +$139K +2,844 +1%
GAB
1011
German American Bancorp
Indiana
$12.6M +$940K +19,284 +8%
MFWM
1012
Motley Fool Wealth Management
Virginia
$12.6M +$578K +11,868 +5%
SWK
1013
Stephen W. Kidder
$12.6M -$12.5K -256 -0.1%
BFC
1014
Blue Fin Capital
Rhode Island
$12.6M -$6.02M -123,532 -33%
SC
1015
Saybrook Capital
North Carolina
$12.6M -$107K -2,200 -0.9%
OIA
1016
Optimum Investment Advisors
Illinois
$12.6M -$360K -7,392 -3%
FAT
1017
First American Trust
California
$12.6M +$394K +8,088 +3%
ST
1018
Spinnaker Trust
Maine
$12.5M +$160K +3,280 +1%
SA
1019
Strategic Advisors
New York
$12.5M -$141K -2,900 -1%
SFM
1020
Signet Financial Management
New Jersey
$12.5M -$574K -11,788 -5%
ACM
1021
Aljian Capital Management
Nevada
$12.5M -$27.5K -564 -0.2%
MC
1022
Muhlenkamp & Co
Pennsylvania
$12.5M -$44.6K -916 -0.4%
PAI
1023
Pittenger & Anderson Inc
Nebraska
$12.4M -$23.4K -480 -0.2%
DAM
1024
Diamant Asset Management
Connecticut
$12.4M +$18.5K +380 +0.2%
GWS
1025
Glassman Wealth Services
Virginia
$12.4M +$554K +11,368 +5%

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.