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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
MTC
1176
McDaniel Terry & Co
Texas
$9.79M -$90.4K -2,132 -1%
LA
1177
LVW Advisors
New York
$9.77M +$34.8K +820 +0.4%
SCM
1178
Stonebridge Capital Management
California
$9.73M -$134K -3,160 -2%
SWA
1179
SFMG Wealth Advisors
Texas
$9.73M -$2.62M -61,756 -23%
DSC
1180
Duncker Streett & Co
Missouri
$9.73M +$263K +6,196 +3%
CFA
1181
Capstone Financial Advisors
Illinois
$9.67M +$6.11K +144 +0.1%
RCM
1182
RNC Capital Management
California
$9.67M +$462K +10,884 +6%
TWMP
1183
Taylor Wealth Management Partners
Massachusetts
$9.67M +$117K +2,760 +1%
WP
1184
WealthSource Partners
California
$9.63M +$1.71M +40,288 +25%
WIA
1185
Westbourne Investment Advisors
Maryland
$9.62M +$338K +7,968 +4%
WPA
1186
Winning Points Advisors
Florida
$9.62M -$20.4K -480 -0.2%
SHGA
1187
Sand Hill Global Advisors
California
$9.6M -$576K -13,584 -6%
WAG
1188
Winthrop Advisory Group
Massachusetts
$9.59M -$3.98M -93,896 -32%
FNBTCON
1189
First National Bank & Trust Co of Newtown
Pennsylvania
$9.59M -$22.2K -524 -0.3%
CCM
1190
Condor Capital Management
New Jersey
$9.57M -$13.2K -312 -0.2%
PIM
1191
Progressive Investment Management
Oregon
$9.55M -$110K -2,604 -1%
IC
1192
Intersect Capital
California
$9.55M -$265K -6,236 -3%
TFS
1193
Thoroughbred Financial Services
Tennessee
$9.53M +$306K +7,220 +4%
FANJ
1194
Financial Architects (New Jersey)
New Jersey
$9.53M -$201K -4,728 -2%
MJP
1195
Michael J. Puzo
$9.52M -$92.1K -2,172 -1%
SIM
1196
Sprucegrove Investment Management
Ontario, Canada
$9.52M +$8.5M +200,400 New
PT
1197
Plimoth Trust
Massachusetts
$9.5M +$420K +9,908 +5%
AGAM
1198
Avalon Global Asset Management
California
$9.5M
BCM
1199
Bowie Capital Management
Texas
$9.5M
RIG
1200
Renaissance Investment Group
Massachusetts
$9.46M -$60.7K -1,432 -0.7%

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.