We are live on ! Find out more

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
Bessemer Group
126
Bessemer Group
New Jersey
$430M -$59.3M -1,399,080 -13%
Creative Planning
127
Creative Planning
Kansas
$428M -$389K -9,180 -0.1%
Royal London Asset Management
128
Royal London Asset Management
United Kingdom
$427M -$4.63M -109,096 -1%
FAM
129
Fred Alger Management
New York
$421M -$115M -2,721,272 -23%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$420M -$10.2M -240,976 -3%
Aviva
131
Aviva
United Kingdom
$414M +$789K +18,592 +0.2%
GIA
132
Gateway Investment Advisers
Ohio
$405M -$2.71M -63,868 -0.7%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$404M -$3.34M -78,840 -0.9%
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$398M +$14.6M +344,084 +4%
KeyBank National Association
135
KeyBank National Association
Ohio
$393M -$2.8M -66,000 -0.8%
PI
136
PGGM Investments
Netherlands
$385M
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$380M -$6.18M -145,668 -2%
HighTower Advisors
138
HighTower Advisors
Illinois
$375M -$54.5K -1,284 -0%
ACI
139
AMP Capital Investors
Australia
$375M -$18.3M -430,384 -5%
Brown Advisory
140
Brown Advisory
Maryland
$369M -$14.5M -342,336 -4%
AIG
141
American International Group
New York
$369M -$3.17M -74,820 -1%
Westfield Capital Management
142
Westfield Capital Management
Massachusetts
$365M -$17.6M -413,792 -5%
Flossbach Von Storch
143
Flossbach Von Storch
Germany
$362M +$52.2M +1,229,812 +19%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$357M -$5.75M -135,476 -2%
SOMRS
145
State of Michigan Retirement System
Michigan
$355M -$25.4M -599,200 -7%
NIPH
146
NN Investment Partners Holdings
Netherlands
$344M -$49.9M -1,176,896 -14%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$341M -$1.48M -34,912 -0.5%
Bank of Nova Scotia
148
Bank of Nova Scotia
Ontario, Canada
$339M +$43.4M +1,021,992 +17%
LTFS
149
Ladenburg Thalmann Financial Services
Florida
$331M +$1.45M +34,076 +0.5%
M&T Bank
150
M&T Bank
New York
$328M -$3.59M -84,668 -1%

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.