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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
XSC
1651
X-Square Capital
Puerto Rico
$5.3M +$1.43M +29,324 +38%
QCIG
1652
Quad-Cities Investment Group
Iowa
$5.3M -$496K -10,172 -9%
GAM
1653
Grandview Asset Management
Pennsylvania
$5.28M -$292K -5,984 -5%
KFC
1654
Klingenstein Fields & Co
New York
$5.27M -$388K -7,972 -7%
MC
1655
Martin & Co
Tennessee
$5.27M -$157K -3,220 -3%
JHCP
1656
Jackson Hole Capital Partners
Oklahoma
$5.26M -$107K -2,188 -2%
BAM
1657
Berkshire Asset Management
Pennsylvania
$5.25M -$285K -5,852 -5%
GC
1658
Grace Capital
Massachusetts
$5.24M -$1.78M -36,620 -26%
GI
1659
GS Investments
Minnesota
$5.21M -$40K -820 -0.8%
GCA
1660
Gradient Capital Advisors
California
$5.2M +$130K +2,676 +3%
PBT
1661
Pictet Bank & Trust
Bahamas
$5.19M -$115K -2,360 -2%
NCM
1662
Neumann Capital Management
California
$5.18M +$88.7K +1,820 +2%
HCA
1663
Harbour Capital Advisors
Virginia
$5.17M -$36.8K -756 -0.7%
BCM
1664
Brown Capital Management
Maryland
$5.15M -$96.1K -1,972 -2%
ST
1665
Somerset Trust
Pennsylvania
$5.15M +$20.1K +412 +0.4%
RPC
1666
Rossmore Private Capital
Connecticut
$5.14M -$21.4K -440 -0.4%
TI
1667
Truepoint Inc
Ohio
$5.13M +$31.2K +640 +0.6%
NFG
1668
Nations Financial Group
Iowa
$5.11M +$5.26K +108 +0.1%
BCCM
1669
Bridge Creek Capital Management
Massachusetts
$5.1M -$126K -2,588 -2%
NEPWA
1670
New England Private Wealth Advisors
Massachusetts
$5.1M -$232K -4,752 -4%
GFP
1671
Gryphon Financial Partners
Ohio
$5.08M +$36.6K +752 +0.7%
LJHT
1672
Laurie J. Hall Trustee
$5.08M +$56.5K +1,160 +1%
TL
1673
TrueWealth LLC
Georgia
$5.06M -$157K -3,232 -3%
AIM
1674
Allen Investment Management
New York
$5.05M +$1.13M +23,124 +29%
SAM
1675
Security Asset Management
New York
$5.04M -$102K -2,100 -2%

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.