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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
SWA
1526
Sutton Wealth Advisors
Florida
$6.24M +$13.4K +276 +0.2%
HLCM
1527
Hi-Line Capital Management
South Dakota
$6.21M +$53K +1,088 +0.9%
FC
1528
Financial Consulate
Maryland
$6.19M +$134K +2,740 +2%
KTC
1529
Kistler-Tiffany Companies
Pennsylvania
$6.19M +$112K +2,304 +2%
CWM
1530
CMH Wealth Management
New Hampshire
$6.18M -$126K -2,576 -2%
AOWM
1531
Alpha Omega Wealth Management
Virginia
$6.18M +$89.5K +1,836 +1%
WC
1532
Westhampton Capital
North Carolina
$6.17M +$6.08M +124,764 New
SVCP
1533
Silicon Valley Capital Partners
California
$6.17M -$856K -17,560 -12%
SSWM
1534
Sheets Smith Wealth Management
North Carolina
$6.15M -$66.1K -1,356 -1%
PFU
1535
Parus Finance (UK)
United Kingdom
$6.14M -$17.9M -368,160 -75%
GCA
1536
Gideon Capital Advisors
New York
$6.14M +$3.13M +64,232 +107%
GAG
1537
GM Advisory Group
New York
$6.12M +$39.2K +804 +0.7%
RA
1538
RFG Advisory
Alabama
$6.12M +$586K +12,020 +11%
PL
1539
Parthenon LLC
Kentucky
$6.11M +$11.7K +240 +0.2%
CAL
1540
Capital Analysts LLC
Pennsylvania
$6.11M +$2.34K +48 +0%
LPT
1541
Legacy Private Trust
Wisconsin
$6.1M +$551K +11,316 +10%
MFW
1542
Meristem Family Wealth
Minnesota
$6.09M +$2.33M +47,808 +63%
CPA
1543
Capital Planning Advisors
California
$6.09M -$216K -4,436 -3%
GCM
1544
Gladius Capital Management
Illinois
$6.09M -$7.76M -159,332 -57%
BHB
1545
Bank Hapoalim BM
Israel
$6.09M -$1.11M -22,768 -16%
ANRIA
1546
American National Registered Investment Advisor
Texas
$6.08M -$621K -12,740 -9%
SGA
1547
Strategic Global Advisors
California
$6.07M -$715K -14,668 -11%
STA
1548
Summit Trail Advisors
New York
$6.07M -$489K -10,036 -8%
GH
1549
GAM Holding
Switzerland
$6.03M +$85.6K +1,756 +1%
SXL
1550
Summit X LLC
Missouri
$6.03M +$105K +2,164 +2%

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.