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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
FEG
1051
Financial Enhancement Group
Indiana
$11.9M +$82.1K +1,936 +0.8%
ST
1052
Spinnaker Trust
Maine
$11.9M +$304K +7,168 +3%
ECM
1053
EagleClaw Capital Management
Massachusetts
$11.8M -$84.8K -2,000 -0.8%
AF
1054
Ally Financial
Michigan
$11.8M +$339K +8,000 +3%
LCP
1055
Legacy Capital Partners
Wisconsin
$11.8M -$181K -4,264 -2%
PAM
1056
Peak Asset Management
Colorado
$11.8M +$168K +3,960 +2%
Wealth Enhancement Advisory Services
1057
Wealth Enhancement Advisory Services
Minnesota
$11.7M +$426K +10,032 +5%
BFIC
1058
Bedell Frazier Investment Counselling
California
$11.7M -$8.53M -201,032 -45%
BAM
1059
Bruderman Asset Management
New York
$11.7M +$495K +11,680 +5%
BPWA
1060
Beacon Pointe Wealth Advisors
California
$11.7M +$2.06M +48,588 +25%
PDN
1061
Pensionfund DSM Netherlands
Netherlands
$11.7M -$170K -4,000 -2%
AWA
1062
ARS Wealth Advisors
Florida
$11.7M -$106K -2,496 -1%
FAT
1063
First American Trust
California
$11.7M +$108K +2,548 +1%
BPCE
1064
Bank Pictet & Cie (Europe)
Germany
$11.6M -$2.04M -48,196 -16%
HWM
1065
Holloway Wealth Management
Florida
$11.6M
PPSG
1066
Princeton Portfolio Strategies Group
New Jersey
$11.6M -$165K -3,900 -2%
OA
1067
Oxbow Advisors
Texas
$11.6M -$512K -12,068 -5%
AIC
1068
Ameritas Investment Company
Nebraska
$11.6M -$19.7M -463,552 -66%
AA
1069
ALPS Advisors
Colorado
$11.6M +$684K +16,128 +7%
PJSIMP
1070
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.5M +$290K +6,832 +3%
CCG
1071
Cypress Capital Group
Florida
$11.5M -$138K -3,256 -1%
RIM
1072
Regent Investment Management
Kentucky
$11.5M -$220K -5,188 -2%
MFWM
1073
Motley Fool Wealth Management
Virginia
$11.5M +$24.9K +588 +0.2%
AAM
1074
Augustine Asset Management
Florida
$11.5M -$615K -14,488 -6%
CAM
1075
Cypress Asset Management
Texas
$11.5M -$428K -10,100 -4%

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.