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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
FNFDCM
1301
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.39M +$149K +3,060 +2%
SCM
1302
Schnieders Capital Management
California
$8.39M +$172K +3,520 +2%
DP
1303
Dundas Partners
United Kingdom
$8.37M -$283K -5,816 -3%
VWA
1304
V Wealth Advisors
Kansas
$8.35M -$1.05M -21,644 -11%
MIH
1305
Madison Investment Holdings
Wisconsin
$8.31M +$16.6K +340 +0.2%
CIM
1306
CenturyLink Investment Management
Colorado
$8.31M
EP
1307
Edgestream Partners
New Jersey
$8.29M +$369K +7,568 +5%
HBT
1308
Hills Bank & Trust
Iowa
$8.29M +$252K +5,172 +3%
CF
1309
Centaurus Financial
California
$8.27M +$6.52M +133,844 +402%
APP
1310
Avantax Planning Partners
Iowa
$8.24M -$244K -5,012 -3%
MCA
1311
Mercer Capital Advisers
New Jersey
$8.24M +$8.96K +184 +0.1%
FTI
1312
Fiduciary Trust International
Massachusetts
$8.21M +$4.13M +84,680 +104%
WBC
1313
West Branch Capital
Massachusetts
$8.2M -$48.5K -996 -0.6%
MC
1314
MRJ Capital
New York
$8.18M -$68.2K -1,400 -0.8%
OSNBOA
1315
Old Second National Bank of Aurora
Illinois
$8.17M -$631K -12,940 -7%
IP
1316
Isthmus Partners
Wisconsin
$8.16M +$6.08M +124,796 +310%
DAM
1317
Doheny Asset Management
California
$8.15M -$1.35M -27,624 -14%
JWM
1318
Jackson Wealth Management
Florida
$8.13M +$142K +2,908 +2%
SMC
1319
Smith, Moore & Co
Missouri
$8.13M +$233K +4,784 +3%
SWM
1320
Segment Wealth Management
Texas
$8.12M -$23.8K -488 -0.3%
SACTSONJ
1321
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.12M +$1.36M +28,000 +21%
UBPAM
1322
Union Bancaire Privee Asset Management
New York
$8.11M +$2.27M +46,536 +40%
DPIM
1323
Duff & Phelps Investment Management
Illinois
$8.1M -$138K -2,840 -2%
WAS
1324
WESPAC Advisors SoCal
California
$8.1M -$451K -9,252 -5%
GFPC
1325
Global Financial Private Capital
Florida
$8.09M -$1.36M -27,952 -15%

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.