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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
BCH
1226
Berkshire Capital Holdings
California
$9.16M +$8.18M +192,800 +482,000%
IIM
1227
Ipswich Investment Management
Massachusetts
$9.14M +$509 +12 +0%
DAM
1228
Doheny Asset Management
California
$9.13M -$2.65M -62,500 -25%
BCB
1229
Brian C. Broderick
$9.12M +$488K +11,508 +6%
SIP
1230
Stoneridge Investment Partners
Pennsylvania
$9.12M -$5.78M -136,196 -41%
AFA
1231
Arlington Financial Advisors
California
$9.12M +$3.49M +82,368 +75%
RP
1232
Rowlandmiller & Partners
Georgia
$9.11M +$39.5K +932 +0.5%
JWM
1233
JGP Wealth Management
Oregon
$9.1M +$131K +3,092 +2%
BO
1234
BRR OpCo
Ohio
$9.1M +$971K +22,892 +14%
LOAME
1235
Lombard Odier Asset Management (Europe)
United Kingdom
$9.09M -$9.57M -225,648 -54%
GFPC
1236
Global Financial Private Capital
Florida
$9.09M -$595K -14,028 -7%
HRC
1237
Hoertkorn Richard Charles
$9.09M -$255K -6,000 -3%
IMC Chicago
1238
IMC Chicago
Illinois
$9.07M +$1.51M +35,588 +23%
HC
1239
Hendley & Co
Ohio
$9.06M -$154K -3,620 -2%
CIP
1240
Convergence Investment Partners
Florida
$9.05M +$1.58M +37,284 +24%
BRA
1241
Biechele Royce Advisors
Indiana
$9.04M +$79.1K +1,864 +1%
MBTD
1242
Mechanics Bank - Trust Department
California
$9.04M +$178K +4,196 +2%
CGI
1243
Comgest Global Investors
France
$9.04M +$2.77M +65,200 +52%
XS
1244
XR Securities
Illinois
$9.04M +$3.69M +87,060 +84%
HAM
1245
Highstreet Asset Management
Ontario, Canada
$9.03M -$230K -5,412 -3%
CBT
1246
Central Bank & Trust
Kentucky
$9.02M +$905K +21,336 +13%
SIC
1247
SFE Investment Counsel
California
$9.01M +$201K +4,748 +3%
AMAL
1248
Asset Management Advisors LLC
Oklahoma
$8.99M -$59.4K -1,400 -0.7%
PWP
1249
Principle Wealth Partners
Connecticut
$8.98M +$322K +7,584 +4%
FBP
1250
Flippin Bruce & Porter
Virginia
$8.93M -$896K -21,124 -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.