We are live on ! Find out more

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
KCMRT
1401
Kemper Corp Master Retirement Trust
Illinois
$7.54M -$1.23M -25,200 -14%
EH
1402
Employers Holdings
Nevada
$7.54M +$7.43M +152,400 New
FHC
1403
First Heartland Consultants
Missouri
$7.54M -$125K -2,556 -2%
HW
1404
Hedeker Wealth
Illinois
$7.53M -$217K -4,448 -3%
KCPG
1405
Kavar Capital Partners Group
Kansas
$7.51M +$111K +2,272 +2%
ATI
1406
Act Two Investors
California
$7.49M -$136K -2,792 -2%
HPIA
1407
Hamilton Point Investment Advisors
North Carolina
$7.49M +$138K +2,836 +2%
PAS
1408
Park Avenue Securities
New York
$7.49M +$1.35M +27,624 +22%
PWW
1409
Pettyjohn Wood & White
Virginia
$7.45M +$15.6K +320 +0.2%
BMC
1410
Benin Management Corp
Connecticut
$7.43M -$15.6K -320 -0.2%
SFP
1411
Shepherd Financial Partners
Massachusetts
$7.43M -$41.9K -860 -0.6%
OAM
1412
Ostrum Asset Management
France
$7.41M
AT
1413
Arden Trust
Delaware
$7.41M -$576K -11,812 -7%
HIM
1414
HughesLittle Investment Management
$7.41M
TNBTD
1415
Trustmark National Bank Trust Department
Mississippi
$7.4M -$1.31M -26,912 -15%
VBFG
1416
Vishria Bird Financial Group
Tennessee
$7.4M +$352K +7,228 +5%
MPI
1417
Mairs & Power Inc
Minnesota
$7.36M +$789K +16,196 +12%
YWP
1418
YorkBridge Wealth Partners
New York
$7.36M -$74.1K -1,520 -1%
ISB
1419
Iowa State Bank
Iowa
$7.34M -$42.1K -864 -0.6%
HA
1420
Harbor Advisors
Florida
$7.34M
FA
1421
FDx Advisors
Illinois
$7.34M -$58.7K -1,204 -0.8%
SVWAG
1422
Sound View Wealth Advisors Group
Georgia
$7.34M +$7.23M +148,284 New
CYG
1423
Clean Yield Group
Vermont
$7.33M -$850K -17,444 -11%
IPW
1424
Inlet Private Wealth
Florida
$7.33M +$851K +17,460 +14%
SCM
1425
Southport Capital Management
Tennessee
$7.32M -$1.44M -29,512 -17%

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.