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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
BCM
1426
Brookstone Capital Management
Illinois
$7.1M -$28.3K -668 -0.4%
HJA
1427
Hugh Johnson Advisors
New York
$7.1M -$1.44M -33,956 -19%
KCPG
1428
Kavar Capital Partners Group
Kansas
$7.1M +$385K +9,084 +6%
ISB
1429
Iowa State Bank
Iowa
$7.09M +$22.9K +540 +0.4%
AWA
1430
Arete Wealth Advisors
Illinois
$7.07M -$160K -3,768 -2%
BHA
1431
Beech Hill Advisors
New York
$7.06M -$2.98M -70,340 -32%
RWA
1432
River Wealth Advisors
Pennsylvania
$7.06M -$87.5K -2,064 -1%
HPIA
1433
Hamilton Point Investment Advisors
North Carolina
$7.05M +$76.7K +1,808 +1%
CPIG
1434
Chicago Partners Investment Group
Illinois
$7.05M -$1.3M -30,632 -18%
HA
1435
Harbor Advisors
Florida
$7.05M
CM
1436
Columbus Macro
Pennsylvania
$7.05M -$100K -2,368 -2%
CIG
1437
Consolidated Investment Group
Colorado
$6.98M
SSA
1438
Schonfeld Strategic Advisors
New York
$6.97M +$1.41M +33,132 +29%
MAA
1439
Matrix Asset Advisors
New York
$6.96M +$1.87K +44 +0%
GVAG
1440
Great Valley Advisor Group
Delaware
$6.95M +$307K +7,236 +5%
CFM
1441
Coronation Fund Managers
South Africa
$6.94M +$49.2K +1,160 +0.8%
BO
1442
Bank OZK
Arkansas
$6.93M -$31.4K -740 -0.5%
PC
1443
Port Capital
Illinois
$6.93M +$42.4K +1,000 +0.7%
BHB
1444
Bank Hapoalim BM
Israel
$6.93M +$731K +17,232 +13%
KHLMVGHM
1445
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.93M
CFSG
1446
Community Financial Services Group
Vermont
$6.92M +$219K +5,168 +4%
GC
1447
Gruss & Co
Florida
$6.92M
OMC
1448
Overbrook Management Corp
New York
$6.92M -$216K -5,096 -3%
CCMINC
1449
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.87M -$15.9K -376 -0.3%
SCA
1450
Spearhead Capital Advisors
Florida
$6.87M +$1.1M +25,832 +22%

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.