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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
GH
1576
GAM Holding
Switzerland
$5.71M -$3.63M -85,624 -42%
NFG
1577
Next Financial Group
Texas
$5.7M -$7.56M -178,124 -60%
NFH
1578
NEXT Financial Holdings
Texas
$5.7M +$5.09M +120,080 New
AIA
1579
Allied Investment Advisors
Montana
$5.7M +$366K +8,628 +8%
WA
1580
WealthTrust Axiom
Pennsylvania
$5.7M
SXL
1581
Summit X LLC
Missouri
$5.69M -$426K -10,048 -8%
DI
1582
Diligent Investors
California
$5.69M +$99.4K +2,344 +2%
B
1583
Bellecapital
Switzerland
$5.68M -$864K -20,380 -15%
QCM
1584
Quadrant Capital Management
New Jersey
$5.66M +$135K +3,192 +3%
GLA
1585
Good Life Advisors
Pennsylvania
$5.65M -$414K -9,756 -8%
CA
1586
Continuum Advisory
Idaho
$5.65M -$546K -12,880 -10%
TIA
1587
Traphagen Investment Advisors
New Jersey
$5.64M +$5.04M +118,828 New
NPT
1588
Nixon Peabody Trust
Massachusetts
$5.64M +$125K +2,948 +3%
DCM
1589
Delta Capital Management
New Jersey
$5.63M -$1.51M -35,660 -23%
SMG
1590
Spectrum Management Group
Indiana
$5.63M +$182K +4,288 +4%
SWM
1591
Stockman Wealth Management
Montana
$5.63M +$195K +4,596 +4%
HBWM
1592
Hollow Brook Wealth Management
New York
$5.61M -$408K -9,616 -8%
HCP
1593
Holt Capital Partners
Texas
$5.61M -$229K -5,400 -4%
FFSOTS
1594
Fiduciary Financial Services of The Southwest
Texas
$5.61M +$43.6K +1,028 +0.9%
IBOK
1595
Independence Bank of Kentucky
Kentucky
$5.59M +$72.1K +1,700 +1%
IWS
1596
Insight Wealth Strategies
California
$5.59M +$670K +15,784 +15%
AWM
1597
Avior Wealth Management
Nebraska
$5.58M -$76.5K -1,804 -2%
MHIM
1598
MacNealy Hoover Investment Management
Ohio
$5.58M -$46.7K -1,100 -0.9%
PFBT
1599
Parkside Financial Bank & Trust
Missouri
$5.57M -$42.8K -1,008 -0.9%
UBPAM
1600
Union Bancaire Privee Asset Management
New York
$5.57M -$485K -11,444 -9%

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.