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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
PC
1451
Port Capital
Illinois
$7.07M -$153K -3,132 -2%
SI
1452
Sprott Inc
Ontario, Canada
$7.05M -$2.92M -60,000 -30%
HCM
1453
Howland Capital Management
Massachusetts
$7.04M -$661K -13,556 -9%
CCMINC
1454
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7.04M -$123K -2,520 -2%
FIM
1455
Foresters Investment Management
New York
$7.03M -$26.1M -535,920 -79%
FC
1456
Ferris Capital
Massachusetts
$7M -$44.6K -916 -0.6%
G
1457
GenTrust
Florida
$7M +$224K +4,588 +3%
FFG
1458
Frisch Financial Group
New York
$6.98M -$485K -9,964 -7%
LWM
1459
Lyell Wealth Management
California
$6.98M +$71.5K +1,468 +1%
RIA
1460
Regal Investment Advisors
Michigan
$6.93M +$21.2K +436 +0.3%
MIC
1461
MU Investments Company
Japan
$6.93M +$136K +2,800 +2%
KHLMVGHM
1462
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.93M
OCM
1463
One Capital Management
California
$6.93M -$115K -2,368 -2%
MWM
1464
Marietta Wealth Management
Georgia
$6.92M -$40K -820 -0.6%
ASA
1465
Armstrong Shaw Associates
Connecticut
$6.9M -$2.53K -52 -0%
HEIP
1466
Hudson Edge Investment Partners
New Jersey
$6.9M -$824K -16,916 -11%
SIA
1467
SeaBridge Investment Advisors
New Jersey
$6.89M -$39.8K -816 -0.6%
CPIG
1468
Chicago Partners Investment Group
Illinois
$6.86M -$287K -5,900 -4%
SWA
1469
Stratos Wealth Advisors
Ohio
$6.85M +$159K +3,260 +2%
PI
1470
Parkside Investments
Illinois
$6.85M -$914K -18,760 -13%
AWM
1471
Avitas Wealth Management
California
$6.85M -$11.9K -244 -0.2%
SCP
1472
Silverleafe Capital Partners
Tennessee
$6.84M +$105K +2,156 +2%
LD
1473
Lipe & Dalton
New York
$6.83M -$102K -2,088 -1%
TCOO
1474
Trust Company of Oklahoma
Oklahoma
$6.83M -$94.3K -1,936 -1%
BAM
1475
Bruderman Asset Management
New York
$6.81M -$5.31M -108,896 -44%

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.