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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
SCA
1251
Sage Capital Advisors
South Dakota
$8.93M -$87.7K -2,068 -1%
CC
1252
Cognios Capital
Kansas
$8.92M +$616K +14,524 +8%
CB
1253
Cadence Bank
Mississippi
$8.91M -$61.8K -1,456 -0.8%
NFG
1254
Nadler Financial Group
Illinois
$8.88M -$380K -8,964 -5%
VCA
1255
Verdence Capital Advisors
Maryland
$8.85M +$2.12M +50,072 +37%
SIMM
1256
Stillwater Investment Management (Minnesota)
Minnesota
$8.85M +$36.5K +860 +0.5%
ST
1257
Smithfield Trust
Pennsylvania
$8.83M -$8.99K -212 -0.1%
WPC
1258
Waters Parkerson & Co
Louisiana
$8.82M +$48.5K +1,144 +0.6%
CCM
1259
Carderock Capital Management
Maryland
$8.82M -$10.7K -252 -0.1%
RCM
1260
RB Capital Management
Nevada
$8.79M +$266K +6,260 +3%
MCM
1261
McMillion Capital Management
North Carolina
$8.78M +$132K +3,116 +2%
NMIFOAC
1262
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$8.76M -$526K -12,400 -6%
LOAMS
1263
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.75M +$1.11M +26,120 +17%
ATFA
1264
All Terrain Financial Advisors
Minnesota
$8.73M +$480K +11,320 +7%
AUB
1265
Atlantic Union Bankshares
Virginia
$8.72M -$229K -5,388 -3%
SFG
1266
SevenBridge Financial Group
Pennsylvania
$8.71M +$26.5K +624 +0.3%
PCM
1267
Princeton Capital Management
New Jersey
$8.67M -$1.17M -27,616 -13%
PP
1268
Professional Planning
California
$8.66M +$833K +19,628 +12%
WTFG
1269
Wells Trecaso Financial Group
Ohio
$8.66M -$679 -16 -0%
SCP
1270
Stamos Capital Partners
California
$8.66M -$2.39M -56,400 -22%
CFS
1271
CRA Financial Services
New Jersey
$8.66M -$85.2K -2,008 -1%
HCM
1272
Hutchinson Capital Management
California
$8.66M +$7.15M +168,676 +1,233%
CGL
1273
Clarius Group LLC
Washington
$8.62M +$1.16M +27,348 +18%
AF
1274
Allworth Financial
California
$8.59M +$205K +4,828 +3%
FIM
1275
Freedom Investment Management
Connecticut
$8.58M -$110K -2,592 -1%

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.