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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
CAN
1476
Claraphi Advisory Network
United States
$6.6M +$85.5K +2,016 +1%
RHFI
1477
Reilly Herbert Faulkner III
$6.59M +$121K +2,864 +2%
AWM
1478
Avitas Wealth Management
California
$6.59M +$1.42M +33,572 +32%
DWT
1479
Dorsey & Whitney Trust
South Dakota
$6.58M -$369K -8,692 -6%
WC
1480
Weil Company
California
$6.56M +$103K +2,428 +2%
WFG
1481
Wills Financial Group
Virginia
$6.56M -$114K -2,684 -2%
ATIA
1482
American Trust Investment Advisors
New Hampshire
$6.55M -$93.5K -2,204 -2%
Boston Partners
1483
Boston Partners
Massachusetts
$6.55M -$144M -3,396,532 -96%
IDA
1484
Intelligence Driven Advisers
California
$6.53M -$326K -7,696 -5%
NME
1485
Notis-McConarty Edward
$6.52M +$15.9K +376 +0.3%
SGA
1486
Strategic Global Advisors
California
$6.52M -$856K -20,192 -13%
LA
1487
Legacy Advisors
Pennsylvania
$6.52M +$3.02M +71,208 +108%
CWG
1488
Cornerstone Wealth Group
North Carolina
$6.51M +$5.82M +137,192 New
G
1489
GenTrust
Florida
$6.5M +$12K +284 +0.2%
CIM
1490
Cambria Investment Management
California
$6.5M +$112K +2,640 +2%
CFG
1491
Cambridge Financial Group
Ohio
$6.47M +$409K +9,640 +8%
SCP
1492
Silverleafe Capital Partners
Tennessee
$6.46M +$17.3K +408 +0.3%
SACTSONJ
1493
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$6.46M -$1.87M -44,000 -24%
EWM
1494
Elite Wealth Management
Washington
$6.44M -$979K -23,072 -15%
SGI
1495
Summit Global Investments
Utah
$6.44M -$2.26M -53,184 -28%
ANRIA
1496
American National Registered Investment Advisor
Texas
$6.44M -$23.8K -560 -0.4%
PA
1497
Perennial Advisors
New York
$6.43M +$404K +9,524 +8%
SWA
1498
Stratos Wealth Advisors
Ohio
$6.42M +$128K +3,028 +2%
MIC
1499
MU Investments Company
Japan
$6.42M
HW
1500
Hedeker Wealth
Illinois
$6.42M +$497K +11,708 +8%

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.