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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
CA
1601
Cornerstone Advisory
Maryland
$5.57M +$315K +7,428 +7%
QCIG
1602
Quad-Cities Investment Group
Iowa
$5.57M -$54.6K -1,288 -1%
AWM
1603
Alterna Wealth Management
Texas
$5.56M -$10M -236,612 -67%
RCA
1604
Rowland Carmichael Advisors
Arizona
$5.55M +$189K +4,444 +4%
AIS
1605
American Investment Services
Massachusetts
$5.54M +$11.7K +276 +0.2%
CC
1606
Capital Counsel
New York
$5.54M -$119K -2,800 -2%
KFA
1607
Kays Financial Advisory
Georgia
$5.53M +$1.73M +40,776 +54%
SCC
1608
Steel Canyon Capital
Arizona
$5.52M +$2.37M +55,828 +92%
FCMT
1609
Founders Capital Management (Texas)
Texas
$5.51M -$17.8K -420 -0.4%
ZAM
1610
Zevin Asset Management
Massachusetts
$5.51M +$61.8K +1,456 +1%
IWC
1611
Integrated Wealth Concepts
Massachusetts
$5.5M +$1.17M +27,548 +31%
TCM
1612
Tradition Capital Management
New Jersey
$5.49M +$246K +5,804 +5%
AWM
1613
Aries Wealth Management
Maine
$5.48M +$76K +1,792 +2%
MPAM
1614
Murphy Pohlad Asset Management
Minnesota
$5.47M +$1.6M +37,748 +49%
FWM
1615
Foresight Wealth Management
Utah
$5.47M +$3.05K +72 +0.1%
BW
1616
Bison Wealth
Georgia
$5.45M +$294K +6,932 +6%
MVA
1617
Mount Vernon Associates
Maryland
$5.44M -$41.6K -980 -0.8%
TC
1618
Trust Company
Kansas
$5.44M -$1.19M -28,008 -20%
RIM
1619
Reliant Investment Management
Tennessee
$5.43M +$11.9K +280 +0.2%
KFC
1620
Klingenstein Fields & Co
New York
$5.43M -$1.95M -45,856 -29%
S
1621
SimplyRich
California
$5.43M
SMFS
1622
Squar Milner Financial Services
California
$5.43M +$502K +11,832 +12%
LCC
1623
Lincoln Capital Corp
Rhode Island
$5.43M +$267K +6,296 +6%
AIA
1624
AIMZ Investment Advisors
California
$5.43M +$20K +472 +0.4%
LC
1625
Lourd Capital
California
$5.43M -$6.82M -160,760 -58%

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.