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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
WIC
1101
Whitegate Investment Counselors
New Hampshire
$11M +$393K +8,060 +4%
CCM
1102
Chickasaw Capital Management
Tennessee
$11M -$63.3K -1,300 -0.6%
OCM
1103
Oakwood Capital Management
California
$11M -$223K -4,580 -2%
CCM
1104
Campbell Capital Management
Florida
$11M -$127K -2,600 -1%
CCA
1105
Checchi Capital Advisers
California
$11M +$374K +7,676 +4%
HI
1106
Hendershot Investments
Virginia
$11M -$20.5K -420 -0.2%
AC
1107
Avestar Capital
New York
$11M -$484K -9,928 -4%
BAM
1108
Bell Asset Management
Australia
$11M
VAS
1109
Valicenti Advisory Services
New York
$11M -$118K -2,432 -1%
SC
1110
Sepio Capital
Utah
$10.9M +$364K +7,476 +4%
CII
1111
Capital International Inc
California
$10.9M +$3.08M +63,152 +40%
FFBTD
1112
First Financial Bank - Trust Division
Ohio
$10.9M -$74.5K -1,528 -0.7%
BWM
1113
Brickley Wealth Management
California
$10.9M +$302K +6,192 +3%
JIP
1114
Jaffetilchin Investment Partners
Florida
$10.9M -$1.65M -33,864 -13%
MIP
1115
Marietta Investment Partners
Wisconsin
$10.8M -$817K -16,760 -7%
WEC
1116
Winslow Evans & Crocker
Massachusetts
$10.8M -$45.2K -928 -0.4%
MIG
1117
McGuire Investment Group
Rhode Island
$10.8M -$44K -904 -0.4%
BPCE
1118
Bank Pictet & Cie (Europe)
Germany
$10.8M -$1.3M -26,764 -11%
IMC Chicago
1119
IMC Chicago
Illinois
$10.8M +$1.3M +26,744 +14%
T2I
1120
Turim 21 Investimentos
Brazil
$10.8M -$1.76M -36,056 -14%
GI
1121
GAMCO Investors
Connecticut
$10.8M -$255K -5,240 -2%
FBC
1122
Fairfield, Bush & Co
Connecticut
$10.8M -$346K -7,100 -3%
AA
1123
ALPS Advisors
Colorado
$10.7M -$1.29M -26,500 -11%
CWS
1124
Cypress Wealth Services
California
$10.7M +$3.96M +81,360 +61%
ECM
1125
ETrade Capital Management
Virginia
$10.7M -$1.82M -37,280 -15%

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.