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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
KAM
1126
Knightsbridge Asset Management
California
$10.7M +$1.75M +35,956 +20%
BLAM
1127
Bourne Lent Asset Management
New York
$10.6M -$17K -348 -0.2%
B
1128
Brightworth
Georgia
$10.6M +$123K +2,532 +1%
VV
1129
Verity & Verity
South Carolina
$10.6M +$163K +3,344 +2%
JMFC
1130
J.M. Forbes & Co
Massachusetts
$10.6M +$969K +19,892 +10%
LSPW
1131
Lake Street Private Wealth
Illinois
$10.6M +$957K +19,636 +10%
VWM
1132
Venturi Wealth Management
Texas
$10.6M -$1.76M -36,116 -14%
SAM
1133
SignalPoint Asset Management
Missouri
$10.6M -$87.3K -1,792 -0.8%
MLL
1134
Moody Lynn & Lieberson
Massachusetts
$10.5M +$126K +2,588 +1%
VNA
1135
Valley National Advisers
Pennsylvania
$10.5M -$444K -9,120 -4%
CCM
1136
Condor Capital Management
New Jersey
$10.5M +$504K +10,352 +5%
TYCC
1137
Texas Yale Capital Corp
Florida
$10.5M -$10.4M -212,452 -50%
FC
1138
Fulcrum Capital
Washington
$10.5M +$84.6K +1,736 +0.8%
CCM
1139
Crossvault Capital Management
Texas
$10.4M -$87.7K -1,800 -0.8%
SIAP
1140
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.4M -$319K -6,540 -3%
WWM
1141
Windsor Wealth Management
Indiana
$10.4M +$6.94M +142,524 +222%
MCM
1142
Mitchell Capital Management
Kansas
$10.4M +$745K +15,288 +8%
SDJVC
1143
St. Denis J. Villere & Co
Louisiana
$10.4M -$121K -2,480 -1%
AAIM
1144
American Assets Investment Management
California
$10.4M
BBNA
1145
Bremer Bank National Association
Minnesota
$10.4M +$271K +5,556 +3%
LWM
1146
Liberty Wealth Management
California
$10.4M +$1.63M +33,436 +19%
SNT
1147
Security National Trust
West Virginia
$10.4M -$42.3K -868 -0.4%
MJP
1148
Michael J. Puzo
$10.4M +$440K +9,036 +5%
MMG
1149
Monetary Management Group
Missouri
$10.4M -$38.2K -784 -0.4%
ECM
1150
ExodusPoint Capital Management
New York
$10.3M +$10.2M +209,028 New

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.