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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
FCMT
1601
Founders Capital Management (Texas)
Texas
$5.73M -$9.74K -200 -0.2%
VAS
1602
Vestmark Advisory Solutions
Massachusetts
$5.72M +$260K +5,340 +5%
LCM
1603
Lucas Capital Management
New Jersey
$5.69M -$425K -8,716 -7%
BI
1604
Bredin Investment
Delaware
$5.69M
CA
1605
Continuum Advisory
Idaho
$5.69M -$257K -5,280 -4%
PP
1606
PagnatoKarp Partners
Virginia
$5.66M +$283K +5,812 +5%
S
1607
SimplyRich
California
$5.66M
SS
1608
Sunbelt Securities
Texas
$5.66M +$269K +5,528 +5%
LCC
1609
Lincoln Capital Corp
Rhode Island
$5.66M -$3.31K -68 -0.1%
AIA
1610
AIMZ Investment Advisors
California
$5.66M +$195 +4 +0%
CSA
1611
Cottage Street Advisors
Massachusetts
$5.64M +$199K +4,084 +4%
EML
1612
Eos Management LP
New York
$5.62M
WA
1613
WealthTrust Axiom
Pennsylvania
$5.61M -$321K -6,584 -5%
FWM
1614
Focused Wealth Management
New York
$5.58M +$5.5M +112,840 New
VanEck Associates
1615
VanEck Associates
New York
$5.58M +$488K +10,012 +10%
BBWA
1616
Bell & Brown Wealth Advisors
California
$5.58M +$75.8K +1,556 +1%
GRP
1617
Global Retirement Partners
California
$5.56M +$484K +9,940 +10%
BRM
1618
Boston Research & Management
Massachusetts
$5.56M
GWMIA
1619
Global Wealth Management Investment Advisory
Florida
$5.55M +$378K +7,768 +7%
CCT
1620
Chemung Canal Trust
New York
$5.53M -$8.77K -180 -0.2%
SMFS
1621
Squar Milner Financial Services
California
$5.51M -$147K -3,024 -3%
TIA
1622
Tiemann Investment Advisors
California
$5.5M -$91.2K -1,872 -2%
COI
1623
Connable Office Inc
Michigan
$5.49M -$611K -12,544 -10%
KP
1624
Keel Point
Alabama
$5.49M -$625K -12,820 -10%
CA
1625
Calton & Associates
Florida
$5.48M +$137K +2,812 +3%

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.