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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
WT
101
Wellcome Trust
United Kingdom
$640M
ProShare Advisors
102
ProShare Advisors
Maryland
$638M -$70.1M -1,437,768 -10%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$628M -$6.81M -139,856 -1%
IFP
104
Independent Franchise Partners
United Kingdom
$619M -$122M -2,497,820 -17%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$609M -$44.3M -908,500 -7%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$595M -$746K -15,320 -0.1%
Fidelity International
107
Fidelity International
Bermuda
$591M -$94.9M -1,946,684 -14%
First Manhattan
108
First Manhattan
New York
$590M -$32M -656,748 -5%
FAM
109
Fred Alger Management
New York
$581M +$141M +2,884,660 +33%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$574M -$17.4M -356,344 -3%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$573M -$56.4M -1,157,180 -9%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$561M -$9.16M -187,900 -2%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$553M +$469M +9,626,788 +76%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$535M -$84.2M -1,728,796 -14%
Asset Management One
115
Asset Management One
Japan
$521M +$16.6M +340,360 +3%
RJFSA
116
Raymond James Financial Services Advisors
Florida
$516M +$11.7M +240,396 +2%
Axa
117
Axa
France
$509M -$28M -574,752 -5%
William Blair & Company
118
William Blair & Company
Illinois
$500M +$553K +11,348 +0.1%
JMPWA
119
JP Morgan Private Wealth Advisors
California
$497M -$48.6M -996,808 -9%
PP
120
Prudential plc
United Kingdom
$494M +$36M +738,532 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
121
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$488M -$170M -3,484,352 -26%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$481M -$105M -2,147,828 -18%
Assenagon Asset Management
123
Assenagon Asset Management
Luxembourg
$475M +$468M +9,598,468 New
LPL Financial
124
LPL Financial
California
$473M +$11M +225,984 +2%
LCOV
125
London Company of Virginia
Virginia
$472M -$26.2M -537,820 -5%

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.