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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
Grantham, Mayo, Van Otterloo & Co (GMO)
101
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$634M -$46.5M -1,096,300 -8%
HHII
102
H&H International Investment
California
$632M +$107M +2,512,800 +23%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$625M -$43.5M -1,025,780 -7%
WT
104
Wellcome Trust
United Kingdom
$614M
Public Employees Retirement Association of Colorado
105
Public Employees Retirement Association of Colorado
Colorado
$610M -$7.94M -187,208 -1%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$605M -$14.2M -335,728 -3%
Toronto Dominion Bank
107
Toronto Dominion Bank
Ontario, Canada
$603M +$87.9M +2,072,056 +19%
First Manhattan
108
First Manhattan
New York
$597M -$10.7M -251,376 -2%
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$595M -$74.5M -1,756,200 -12%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$571M +$16.8M +396,836 +3%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$568M +$5.08M +119,668 +1%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$564M -$28.1M -662,736 -5%
Retirement Systems of Alabama
113
Retirement Systems of Alabama
Alabama
$548M -$5.11M -120,548 -1%
JMPWA
114
JP Morgan Private Wealth Advisors
California
$525M +$19.7M +464,660 +4%
Axa
115
Axa
France
$516M -$34.1M -804,148 -7%
Asset Management One
116
Asset Management One
Japan
$484M -$958M -22,588,896 -69%
RJFSA
117
Raymond James Financial Services Advisors
Florida
$484M +$14M +331,188 +3%
Jane Street
118
Jane Street
New York
$482M +$399M +9,395,828 +1,231%
William Blair & Company
119
William Blair & Company
Illinois
$479M +$6.88M +162,120 +2%
LCOV
120
London Company of Virginia
Virginia
$478M +$6.91M +162,992 +2%
Robeco Institutional Asset Management
121
Robeco Institutional Asset Management
Netherlands
$462M +$22.6M +533,748 +6%
Parnassus Investments
122
Parnassus Investments
California
$459M +$20.7M +488,504 +5%
EIP
123
Epoch Investment Partners
New York
$444M -$90.3M -2,129,168 -19%
LPL Financial
124
LPL Financial
California
$443M +$18.5M +437,032 +5%
PP
125
Prudential plc
United Kingdom
$439M +$34.5M +814,124 +10%

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.