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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
AAS
1526
Annex Advisory Services
Wisconsin
$6.18M -$65K -1,532 -1%
UF
1527
Univest Financial
Pennsylvania
$6.17M +$693K +16,344 +14%
HIS
1528
Horizon Investment Services
Indiana
$6.16M -$266K -6,264 -5%
WF
1529
WoodTrust Financial
Wisconsin
$6.16M +$482K +11,352 +10%
HIM
1530
Hotaling Investment Management
Pennsylvania
$6.16M -$105K -2,464 -2%
HCM
1531
Hollencrest Capital Management
California
$6.16M +$335K +7,896 +6%
FI
1532
FormulaFolio Investments
Michigan
$6.15M -$45.1K -1,064 -0.8%
PHS
1533
Pekin Hardy Strauss
Illinois
$6.12M +$119K +2,808 +2%
AFP
1534
Ausdal Financial Partners
Iowa
$6.11M +$382K +9,016 +8%
LCM
1535
Liberty Capital Management
Michigan
$6.08M +$70.2K +1,656 +1%
MSAM
1536
Moloney Securities Asset Management
Missouri
$6.08M +$19.9K +468 +0.4%
CPA
1537
Capital Planning Advisors
California
$6.06M +$230K +5,432 +4%
FPS
1538
Fieldpoint Private Securities
Connecticut
$6.05M -$213K -5,012 -4%
CWM
1539
CMH Wealth Management
New Hampshire
$6.05M +$447K +10,540 +9%
AAF
1540
Andra AP-fonden
Sweden
$6.04M +$5.4M +127,200 New
DDC
1541
DF Dent & Co
Maryland
$6.03M +$270K +6,356 +5%
KWMG
1542
King Wealth Management Group
Florida
$6.02M -$1.84M -43,336 -25%
IPW
1543
Inlet Private Wealth
Florida
$6.02M +$1.43M +33,656 +36%
CL
1544
Choreo LLC
Illinois
$6.01M +$161K +3,800 +3%
PMFA
1545
Plante Moran Financial Advisors
Michigan
$5.99M -$760K -17,908 -12%
SWA
1546
Sutton Wealth Advisors
Florida
$5.97M -$314K -7,412 -6%
SSWM
1547
Sheets Smith Wealth Management
North Carolina
$5.97M -$57.5K -1,356 -1%
MCP
1548
Mirador Capital Partners
California
$5.94M +$43.4K +1,024 +0.8%
IA
1549
Icon Advisers
Colorado
$5.93M -$1.1M -26,000 -17%
TAA
1550
TB Alternative Assets
Cayman Islands
$5.93M +$4.97M +117,200 +1,542%

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.