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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
KJWM
1276
Kiley Juergens Wealth Management
Washington
$8.58M +$109K +2,572 +1%
RCAG
1277
Rehmann Capital Advisory Group
Michigan
$8.57M +$690K +16,272 +10%
GCM
1278
Gibraltar Capital Management
Oklahoma
$8.55M -$2.58M -60,744 -25%
RCM
1279
Rockshelter Capital Management
Pennsylvania
$8.53M -$259K -6,116 -3%
CT
1280
Coastline Trust
Rhode Island
$8.53M +$165K +3,900 +2%
NGA
1281
Naples Global Advisors
Florida
$8.53M +$198K +4,676 +3%
KAM
1282
Knightsbridge Asset Management
California
$8.52M -$61.3K -1,444 -0.8%
FM
1283
Family Management
New York
$8.51M -$4.44M -104,768 -37%
QCG
1284
Quadrant Capital Group
Ohio
$8.48M +$1.82M +42,812 +31%
WAM
1285
Wilsey Asset Management
California
$8.46M +$155K +3,660 +2%
MMPW
1286
Mitchell McLeod Pugh & Williams
Alabama
$8.46M +$183K +4,304 +2%
OSNBOA
1287
Old Second National Bank of Aurora
Illinois
$8.46M +$1.15M +27,160 +18%
CCT
1288
Country Club Trust
Missouri
$8.45M -$258K -6,080 -3%
KCMRT
1289
Kemper Corp Master Retirement Trust
Illinois
$8.43M
SCM
1290
Southport Capital Management
Tennessee
$8.43M -$1.6M -37,776 -18%
CCM
1291
Consolidated Capital Management
California
$8.41M +$1.51M +35,492 +25%
DW
1292
Domani Wealth
Pennsylvania
$8.4M +$170K +4,016 +2%
TNBTD
1293
Trustmark National Bank Trust Department
Mississippi
$8.38M +$697K +16,440 +10%
LWM
1294
Liberty Wealth Management
California
$8.37M -$38.7K -912 -0.5%
GG
1295
Greenwood Gearhart
Arkansas
$8.37M +$243K +5,736 +3%
SAM
1296
Selway Asset Management
$8.31M +$848 +20 +0%
RG
1297
Rikoon Group
New Mexico
$8.27M -$163K -3,836 -2%
DP
1298
Dundas Partners
United Kingdom
$8.27M
S
1299
Seeyond
France
$8.27M +$6.16M +145,240 +503%
HKIM
1300
Hayek Kallen Investment Management
Alabama
$8.25M +$37.8K +892 +0.5%

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.