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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
HWM
1151
Holloway Wealth Management
Florida
$10.3M
CAM
1152
Cozad Asset Management
Illinois
$10.3M -$51.3K -1,052 -0.5%
BS
1153
Boenning & Scattergood
Pennsylvania
$10.3M -$174K -3,564 -2%
BIA
1154
Barry Investment Advisors
Massachusetts
$10.3M -$293K -6,020 -3%
CBB
1155
Citizens Business Bank
California
$10.3M -$338K -6,940 -3%
RSVP
1156
Ramsay Stattman Vela & Price
Colorado
$10.3M -$128K -2,632 -1%
DBG
1157
De Burlo Group
Massachusetts
$10.2M -$208K -4,268 -2%
APG
1158
Abacus Planning Group
South Carolina
$10.2M -$1.42M -29,132 -12%
SWA
1159
SFMG Wealth Advisors
Texas
$10.2M -$379K -7,780 -4%
V
1160
ValueWorks
New York
$10.2M +$1.67M +34,240 +20%
AC
1161
Addenda Capital
Quebec, Canada
$10.2M -$2.31M -47,436 -19%
DSC
1162
Duncker Streett & Co
Missouri
$10.1M +$7.8K +160 +0.1%
PWP
1163
Principle Wealth Partners
Connecticut
$10.1M +$761K +15,620 +8%
RP
1164
Rice Partnership
Hawaii
$10.1M -$324K -6,652 -3%
GIA
1165
GHP Investment Advisors
Colorado
$10.1M +$245K +5,028 +3%
GJCM
1166
Grand Jean Capital Management
California
$10.1M -$1.54M -31,648 -13%
KJHP
1167
K.J. Harrison & Partners
Ontario, Canada
$10.1M -$131K -2,692 -1%
Marshall Wace
1168
Marshall Wace
United Kingdom
$10.1M +$3.09M +63,328 +45%
TFS
1169
Thoroughbred Financial Services
Tennessee
$10.1M +$127K +2,608 +1%
WPA
1170
Winning Points Advisors
Florida
$10M +$4.48K +92 +0%
SHGA
1171
Sand Hill Global Advisors
California
$10M +$18.9K +388 +0.2%
SBL
1172
Sargent Bickham Lagudis
Colorado
$10M -$253K -5,192 -3%
CGL
1173
Clarius Group LLC
Washington
$10M +$1.01M +20,792 +11%
RCM
1174
RNC Capital Management
California
$10M -$74.5K -1,528 -0.8%
IPGDR
1175
Investidor Profissional Gestao de Recursos
Brazil
$10M -$4.47M -91,744 -31%

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.