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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
Capstone Investment Advisors
1026
Capstone Investment Advisors
New York
$12.4M +$10M +205,380 +459%
TTWM
1027
TCV Trust & Wealth Management
Virginia
$12.4M -$166K -3,408 -1%
TA
1028
Tiedemann Advisors
New York
$12.3M -$8.33M -170,884 -41%
FEG
1029
Financial Enhancement Group
Indiana
$12.3M -$72.9K -1,496 -0.6%
OA
1030
Oxbow Advisors
Texas
$12.3M +$222K +4,552 +2%
LSA
1031
L & S Advisors
California
$12.3M -$3.27M -67,104 -21%
WC
1032
Woodstock Corp
Massachusetts
$12.3M -$105K -2,152 -0.9%
BPWA
1033
Beacon Pointe Wealth Advisors
California
$12.3M +$74.3K +1,524 +0.6%
JG
1034
Jefferies Group
New York
$12.3M +$11.6M +238,140 +2,412%
AF
1035
Ally Financial
Michigan
$12.3M
Wolverine Trading
1036
Wolverine Trading
Illinois
$12.2M -$10.3M -210,788 -46%
AAA
1037
Adams Asset Advisors
Texas
$12.2M -$216K -4,428 -2%
PAM
1038
Peak Asset Management
Colorado
$12.2M -$94.1K -1,932 -0.8%
FHA
1039
Flagship Harbor Advisors
Massachusetts
$12.2M -$796K -16,332 -6%
PDN
1040
Pensionfund DSM Netherlands
Netherlands
$12.2M -$24.4K -500 -0.2%
ECM
1041
EagleClaw Capital Management
Massachusetts
$12.2M -$171K -3,500 -1%
MTC
1042
McDaniel Terry & Co
Texas
$12.2M +$1.92M +39,452 +19%
ESBC
1043
E.S. Barr & Co
Kentucky
$12.1M -$491K -10,076 -4%
CCG
1044
Cypress Capital Group
Florida
$12.1M +$110K +2,256 +0.9%
CMI
1045
Clare Market Investments
Texas
$12.1M +$186K +3,808 +2%
BP
1046
Ballentine Partners
Massachusetts
$12.1M +$835K +17,136 +8%
PPSG
1047
Princeton Portfolio Strategies Group
New Jersey
$12.1M -$22K -452 -0.2%
LCP
1048
Legacy Capital Partners
Wisconsin
$12.1M -$211K -4,328 -2%
PJSIMP
1049
P.J. Schmidt Investment Management (PJS)
Wisconsin
$12M +$1.95K +40 +0%
EFS
1050
Essex Financial Services
Connecticut
$12M -$389K -7,984 -3%

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.