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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
RC
1076
RBO & Co
California
$11.4M -$239K -4,900 -2%
BIC
1077
Beach Investment Counsel
Pennsylvania
$11.4M -$9.13M -187,436 -45%
CAM
1078
Cypress Asset Management
Texas
$11.4M -$565K -11,600 -5%
TCM
1079
Telos Capital Management
California
$11.4M +$157K +3,220 +1%
NC
1080
NBW Capital
Massachusetts
$11.3M -$315K -6,468 -3%
NAMP
1081
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$11.3M -$175K -3,600 -2%
AI
1082
Accredited Investors
Minnesota
$11.3M -$41.7K -856 -0.4%
CSM
1083
CAMG Solamere Management
North Carolina
$11.3M +$9.83M +201,824 +779%
TCOT
1084
Trust Company of Toledo
Ohio
$11.2M -$249K -5,108 -2%
NIA
1085
Northstar Investment Advisors
Colorado
$11.2M +$437K +8,968 +4%
CNBT
1086
Canandaigua National Bank & Trust
New York
$11.2M +$149K +3,064 +1%
PTB
1087
Pioneer Trust Bank
Oregon
$11.2M +$72.5K +1,488 +0.7%
PIM
1088
Penobscot Investment Management
Massachusetts
$11.2M +$8.77K +180 +0.1%
PFS
1089
Physicians Financial Services
North Carolina
$11.2M +$345K +7,080 +3%
CAM
1090
Claret Asset Management
Quebec, Canada
$11.2M -$473K -9,708 -4%
DLCIG
1091
D.L. Carlson Investment Group
New Hampshire
$11.2M -$40K -820 -0.4%
BAM
1092
Belpointe Asset Management
Nevada
$11.2M -$6.21M -127,524 -36%
NGM
1093
North Growth Management
British Columbia, Canada
$11.1M
SDWIA
1094
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$11.1M +$25.5K +524 +0.2%
Wealth Enhancement Advisory Services
1095
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$684K -14,028 -6%
NIM
1096
Nicollet Investment Management
Minnesota
$11.1M +$24.6K +504 +0.2%
RGI
1097
River Global Investors
United Kingdom
$11.1M +$78K +1,600 +0.7%
OAM
1098
Oak Asset Management
California
$11.1M -$180K -3,688 -2%
JAM
1099
JCIC Asset Management
Ontario, Canada
$11.1M -$37K -760 -0.3%
CL
1100
CIM LLC
New York
$11M +$220K +4,512 +2%

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.