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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
BCM
1276
Banyan Capital Management
Georgia
$8.63M +$276K +5,672 +3%
IEFM
1277
IQ EQ Fund Management
Ireland
$8.59M +$8.45M +173,504 New
ATFA
1278
All Terrain Financial Advisors
Minnesota
$8.57M -$512K -10,500 -6%
HKIM
1279
Hayek Kallen Investment Management
Alabama
$8.56M -$35.9K -736 -0.4%
AWM
1280
Altium Wealth Management
New York
$8.56M +$914K +18,752 +12%
QCG
1281
Quadrant Capital Group
Ohio
$8.55M -$284K -5,824 -3%
CHC
1282
City Holding Co
West Virginia
$8.54M +$176K +3,608 +2%
RG
1283
Rikoon Group
New Mexico
$8.52M -$94.7K -1,944 -1%
WAM
1284
Wallington Asset Management
Indiana
$8.52M +$134K +2,752 +2%
KA
1285
Klingman & Associates
New York
$8.5M +$165K +3,396 +2%
HVIA
1286
Hudson Valley Investment Advisors
New York
$8.48M -$115K -2,356 -1%
WKWM
1287
Walter & Keenan Wealth Management
Indiana
$8.47M
AWP
1288
Ascent Wealth Partners
New York
$8.47M +$124K +2,552 +2%
SCA
1289
STALEY CAPITAL ADVISERS
Pennsylvania
$8.47M +$137K +2,812 +2%
CIP
1290
Convergence Investment Partners
Florida
$8.46M -$953K -19,568 -10%
MFG
1291
MidWestOne Financial Group
Iowa
$8.44M +$8.32M +170,664 New
HI
1292
Harrington Investments
California
$8.44M -$2.92K -60 -0%
SB
1293
Simmons Bank
Arkansas
$8.44M +$66.7K +1,368 +0.8%
WA
1294
Winfield Associates
Ohio
$8.43M +$59.4K +1,220 +0.7%
NMIFOAC
1295
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$8.43M -$682K -14,000 -8%
SAM
1296
Selway Asset Management
$8.43M -$230K -4,720 -3%
P
1297
Pitcairn
Pennsylvania
$8.43M +$239K +4,900 +3%
OBGC
1298
O'Brien Greene & Co
Pennsylvania
$8.4M +$65.5K +1,344 +0.8%
RCM
1299
Rockshelter Capital Management
Pennsylvania
$8.4M -$485K -9,952 -6%
FSA
1300
Fort Sheridan Advisors
Illinois
$8.4M +$246K +5,040 +3%

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.