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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
EML
1626
Eos Management LP
New York
$5.39M
SCP
1627
Shorepoint Capital Partners
Massachusetts
$5.37M +$4.8M +113,176 New
TIA
1628
Tiemann Investment Advisors
California
$5.37M +$26.6K +628 +0.6%
CAC
1629
Certified Advisory Corp
Florida
$5.36M -$8.99K -212 -0.2%
GAM
1630
Grandview Asset Management
Pennsylvania
$5.35M +$63.1K +1,488 +1%
BCI
1631
Brinker Capital Investments
Pennsylvania
$5.35M +$264K +6,220 +6%
BRM
1632
Boston Research & Management
Massachusetts
$5.34M -$95.9K -2,260 -2%
HCA
1633
Horan Capital Advisors
Ohio
$5.33M -$450K -10,604 -9%
CCT
1634
Chemung Canal Trust
New York
$5.32M -$304K -7,168 -6%
LPT
1635
Legacy Private Trust
Wisconsin
$5.32M -$1.31M -30,796 -22%
BI
1636
Bredin Investment
Delaware
$5.32M
BAM
1637
Berkshire Asset Management
Pennsylvania
$5.32M +$192K +4,524 +4%
RA
1638
RFG Advisory
Alabama
$5.29M -$185K -4,364 -4%
LSAG
1639
Lake Street Advisors Group
New Hampshire
$5.29M +$67.7K +1,596 +1%
GGHC
1640
Gilder Gagnon Howe & Co
New York
$5.28M +$1.44M +33,840 +44%
NHC
1641
Nicholas Hoffman & Company
Georgia
$5.28M +$23.6K +556 +0.5%
BBWA
1642
Bell & Brown Wealth Advisors
California
$5.28M +$103K +2,432 +2%
BAM
1643
Brave Asset Management
New Jersey
$5.26M +$202K +4,764 +4%
LAIC
1644
Lederer & Associates Investment Counsel
California
$5.26M -$674K -15,900 -13%
GD
1645
Grandfield & Dodd
New York
$5.25M +$23.8K +560 +0.5%
AIIMS
1646
Analyst IMS Investment Management Services
Israel
$5.24M -$5.37M -126,520 -53%
BG
1647
Bollard Group
Massachusetts
$5.24M -$64.3K -1,516 -1%
BCM
1648
Barometer Capital Management
Ontario, Canada
$5.24M +$4.68M +110,400 New
VAS
1649
Vestmark Advisory Solutions
Massachusetts
$5.24M +$4.68M +110,284 New
EIP
1650
Ellis Investment Partners
Pennsylvania
$5.23M +$71.1K +1,676 +2%

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.