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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
RWM
1576
Ritholtz Wealth Management
New York
$5.86M -$189K -3,880 -3%
HBWM
1577
Hollow Brook Wealth Management
New York
$5.86M +$15.2K +312 +0.3%
CAM
1578
Cubic Asset Management
Massachusetts
$5.86M -$97.8K -2,008 -2%
DI
1579
Diligent Investors
California
$5.86M -$67.6K -1,388 -1%
LC
1580
Lourd Capital
California
$5.85M +$197K +4,044 +4%
KFA
1581
Kays Financial Advisory
Georgia
$5.84M +$77K +1,580 +1%
PA
1582
PFG Advisors
Arizona
$5.83M +$1.21M +24,884 +28%
AIA
1583
Allied Investment Advisors
Montana
$5.83M -$107K -2,200 -2%
BW
1584
Bison Wealth
Georgia
$5.83M +$150K +3,076 +3%
B
1585
Bellecapital
Switzerland
$5.83M -$88.5K -1,816 -2%
FWM
1586
Foresight Wealth Management
Utah
$5.83M +$129K +2,644 +2%
RAG
1587
Roof Advisory Group
Pennsylvania
$5.81M -$195K -4,008 -3%
IBOK
1588
Independence Bank of Kentucky
Kentucky
$5.81M -$14.6K -300 -0.3%
HCP
1589
Holt Capital Partners
Texas
$5.81M -$39K -800 -0.7%
PG
1590
Patten Group
Tennessee
$5.81M -$225K -4,612 -4%
DCM
1591
Delta Capital Management
New Jersey
$5.81M -$64.3K -1,320 -1%
CAM
1592
Covenant Asset Management
New Jersey
$5.8M -$647K -13,272 -10%
MLIC
1593
Mandatum Life Insurance Company
Finland
$5.79M -$257K -5,280 -4%
AIS
1594
American Investment Services
Massachusetts
$5.79M +$13.1K +268 +0.2%
DFA
1595
Delta Financial Advisors
Louisiana
$5.78M +$5.69M +116,784 New
PHS
1596
Pekin Hardy Strauss
Illinois
$5.77M -$593K -12,168 -9%
CC
1597
Capital Counsel
New York
$5.77M -$585 -12 -0%
RCA
1598
Rowland Carmichael Advisors
Arizona
$5.77M -$11.9K -244 -0.2%
ZAM
1599
Zevin Asset Management
Massachusetts
$5.74M +$3.51K +72 +0.1%
TAM
1600
Tradition Asset Management
Virginia
$5.73M +$5.65M +115,900 New

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.