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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
SAM
1451
Smithbridge Asset Management
Pennsylvania
$6.86M +$82.6K +1,948 +1%
PCP
1452
Proficio Capital Partners
Massachusetts
$6.83M +$458K +10,804 +8%
PWSG
1453
Pacific Wealth Strategies Group
California
$6.82M +$120K +2,820 +2%
RIA
1454
Realta Investment Advisors
Delaware
$6.81M +$6.1M +143,828 New
SSI
1455
Scott & Selber Inc
Texas
$6.8M +$202K +4,764 +3%
SCM
1456
SOL Capital Management
Maryland
$6.79M -$62.9K -1,484 -1%
GC
1457
Grace Capital
Massachusetts
$6.77M +$263K +6,208 +5%
FC
1458
Ferris Capital
Massachusetts
$6.76M +$235K +5,548 +4%
OCM
1459
One Capital Management
California
$6.76M -$273K -6,444 -4%
VBFG
1460
Vishria Bird Financial Group
Tennessee
$6.75M -$113K -2,672 -2%
SVCP
1461
Silicon Valley Capital Partners
California
$6.75M -$70.1K -1,652 -1%
BC
1462
Burleson & Co
California
$6.72M -$41.4K -976 -0.8%
EAM
1463
EULAV Asset Management
Florida
$6.69M +$1.02M +24,000 +21%
MWM
1464
Marietta Wealth Management
Georgia
$6.68M +$355K +8,372 +6%
TFS
1465
TrustCore Financial Services
Tennessee
$6.68M +$219K +5,160 +4%
Marshall Wace
1466
Marshall Wace
United Kingdom
$6.67M -$17.8M -420,788 -75%
LD
1467
Lipe & Dalton
New York
$6.66M +$47.2K +1,112 +0.8%
TCOO
1468
Trust Company of Oklahoma
Oklahoma
$6.65M -$253K -5,976 -4%
SIA
1469
SeaBridge Investment Advisors
New Jersey
$6.65M -$43.8K -1,032 -0.7%
RIA
1470
Regal Investment Advisors
Michigan
$6.63M +$89.4K +2,108 +2%
IA
1471
IFG Advisory
Georgia
$6.63M +$289K +6,824 +5%
RI
1472
Rudd International
Florida
$6.63M +$145K +3,416 +3%
ASA
1473
Armstrong Shaw Associates
Connecticut
$6.63M -$69.2K -1,632 -1%
LWM
1474
Lyell Wealth Management
California
$6.63M +$269K +6,344 +5%
ANBT
1475
American National Bank & Trust
Texas
$6.62M +$90.1K +2,124 +2%

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.