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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
DWM
1176
Dorchester Wealth Management
Quebec, Canada
$10M -$347K -7,112 -3%
ST
1177
Smithfield Trust
Pennsylvania
$10M +$779K +15,992 +9%
AGAM
1178
Avalon Global Asset Management
California
$9.99M +$91.6K +1,880 +0.9%
CFA
1179
Capstone Financial Advisors
Illinois
$9.98M -$101K -2,076 -1%
TFS
1180
TrustCore Financial Services
Tennessee
$9.94M +$2.93M +60,176 +43%
SIM
1181
Sprucegrove Investment Management
Ontario, Canada
$9.92M
BCM
1182
Bowie Capital Management
Texas
$9.9M
PWAG
1183
Polaris Wealth Advisory Group
California
$9.89M +$196K +4,024 +2%
PIM
1184
Progressive Investment Management
Oregon
$9.88M -$72.3K -1,484 -0.7%
Tudor Investment Corp
1185
Tudor Investment Corp
Connecticut
$9.88M +$2.1M +43,140 +28%
IC
1186
Intersect Capital
California
$9.87M -$80.9K -1,660 -0.8%
CCC
1187
Chelsea Counsel Company
California
$9.86M +$109K +2,236 +1%
SAM
1188
Sompo Asset Management
Japan
$9.86M +$201K +4,120 +2%
FTC
1189
Farmers Trust Company
Ohio
$9.84M -$1.07M -21,996 -10%
MGI
1190
MayTech Global Investments
New York
$9.83M +$9.36K +192 +0.1%
NFGCM
1191
Norman Fields Gottscho Capital Management
New York
$9.82M +$28.3K +580 +0.3%
PCG
1192
Private Capital Group
Connecticut
$9.81M -$840K -17,240 -8%
STMM
1193
South Texas Money Management
Texas
$9.8M -$1.11M -22,872 -10%
CG
1194
Caprock Group
Idaho
$9.79M -$754K -15,468 -7%
PL
1195
PWMCO LLC
Illinois
$9.79M +$24.4K +500 +0.3%
RIG
1196
Renaissance Investment Group
Massachusetts
$9.78M -$71.3K -1,464 -0.7%
HCM
1197
Horiko Capital Management
New York
$9.75M -$492K -10,100 -5%
FNBTCON
1198
First National Bank & Trust Co of Newtown
Pennsylvania
$9.74M -$240K -4,920 -2%
AIM
1199
Arcadia Investment Management
Michigan
$9.74M -$681K -13,980 -7%
WIA
1200
Westbourne Investment Advisors
Maryland
$9.73M -$285K -5,856 -3%

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.