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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
WCM
1326
Whitener Capital Management
North Carolina
$7.99M -$287K -6,776 -4%
CIM
1327
CenturyLink Investment Management
Colorado
$7.98M
MIH
1328
Madison Investment Holdings
Wisconsin
$7.96M +$87.4K +2,060 +1%
SIG
1329
Sargent Investment Group
Maryland
$7.96M +$195K +4,604 +3%
KTM
1330
Keeler Thomas Management
Utah
$7.95M +$1.16M +27,388 +20%
PS
1331
Pensionfund Sabic
Netherlands
$7.92M -$679K -16,000 -9%
MC
1332
MRJ Capital
New York
$7.92M -$584K -13,760 -8%
WBC
1333
West Branch Capital
Massachusetts
$7.91M +$295K +6,964 +4%
FNFDCM
1334
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$7.91M +$39K +920 +0.6%
DPIM
1335
Duff & Phelps Investment Management
Illinois
$7.91M -$84.8K -2,000 -1%
MCA
1336
Mercer Capital Advisers
New Jersey
$7.9M +$39.7K +936 +0.6%
SCM
1337
Schnieders Capital Management
California
$7.88M -$108K -2,556 -2%
WA
1338
Wealth Architects
California
$7.87M +$319K +7,520 +5%
CYG
1339
Clean Yield Group
Vermont
$7.87M -$1.3M -30,708 -16%
CFMC
1340
Curbstone Financial Management Corp
New Hampshire
$7.87M +$97.6K +2,300 +1%
P
1341
Pitcairn
Pennsylvania
$7.86M +$143K +3,376 +2%
BP
1342
Broadleaf Partners
Ohio
$7.84M -$102K -2,400 -1%
BMO
1343
Beck Mack & Oliver
New York
$7.84M +$222K +5,228 +3%
MCM
1344
Mengis Capital Management
Oregon
$7.83M -$41.2K -972 -0.6%
FSA
1345
Fort Sheridan Advisors
Illinois
$7.82M +$398K +9,392 +6%
SWM
1346
Segment Wealth Management
Texas
$7.81M +$120K +2,828 +2%
NG
1347
NatWest Group
United Kingdom
$7.81M -$454K -10,696 -6%
EWM
1348
Empirical Wealth Management
Washington
$7.77M +$753K +17,748 +12%
WIC
1349
Woodmont Investment Counsel
Tennessee
$7.76M -$764K -18,012 -10%
ECM
1350
Elgethun Capital Management
South Dakota
$7.75M +$1.09M +25,660 +19%

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.