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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
MBTD
1226
Mechanics Bank - Trust Department
California
$9.39M -$30.6K -628 -0.3%
BO
1227
BRR OpCo
Ohio
$9.39M -$86.3K -1,772 -0.9%
NFG
1228
Nadler Financial Group
Illinois
$9.39M +$133K +2,736 +1%
IIM
1229
Ipswich Investment Management
Massachusetts
$9.38M -$138K -2,824 -1%
SMH
1230
Sanders Morris Harris
Texas
$9.32M +$6.3M +129,200 +226%
FBP
1231
Flippin Bruce & Porter
Virginia
$9.29M -$17.9K -368 -0.2%
SEC
1232
Seven Eight Capital
New York
$9.26M +$4.54M +93,200 +99%
BRA
1233
Biechele Royce Advisors
Indiana
$9.26M -$161K -3,304 -2%
SIC
1234
SFE Investment Counsel
California
$9.24M -$140K -2,864 -2%
BCMNY
1235
Buckingham Capital Management (New York)
New York
$9.23M -$575K -11,800 -6%
IFWM
1236
Institute for Wealth Management
Colorado
$9.16M -$33.5M -688,364 -79%
SCM
1237
Stonebridge Capital Management
California
$9.16M -$966K -19,820 -10%
HCM
1238
Hutchinson Capital Management
California
$9.15M +$127K +2,612 +1%
LA
1239
LVW Advisors
New York
$9.14M -$1.02M -20,972 -10%
TWMP
1240
Taylor Wealth Management Partners
Massachusetts
$9.14M -$923K -18,940 -9%
EWM
1241
Empirical Wealth Management
Washington
$9.13M +$1.02M +20,844 +13%
AMAL
1242
Asset Management Advisors LLC
Oklahoma
$9.11M -$250K -5,140 -3%
GVAG
1243
Great Valley Advisor Group
Delaware
$9.11M +$1.83M +37,656 +26%
CCM
1244
Carderock Capital Management
Maryland
$9.11M -$78.2K -1,604 -0.9%
PP
1245
Professional Planning
California
$9.09M +$63.9K +1,312 +0.7%
NCM
1246
Northstar Capital Management
New York
$9.09M -$474K -9,720 -5%
HAM
1247
Highstreet Asset Management
Ontario, Canada
$9.08M -$321K -6,580 -3%
CBT
1248
Central Bank & Trust
Kentucky
$9.08M -$316K -6,492 -3%
CB
1249
Cadence Bank
Mississippi
$9.05M -$227K -4,660 -2%
FM
1250
Family Management
New York
$9.05M +$180K +3,688 +2%

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.