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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
DBRC
1676
D.B. Root & Company
Pennsylvania
$4.99M -$81.8K -1,928 -2%
SFWA
1677
Summit Financial Wealth Advisors
Louisiana
$4.97M +$498K +11,740 +13%
FCM
1678
Ferox Capital Management
United Kingdom
$4.96M
LCP
1679
LGT Capital Partners
Switzerland
$4.96M +$918K +21,640 +26%
ITIM
1680
Indiana Trust & Investment Management
Indiana
$4.96M -$88.2K -2,080 -2%
GWMIA
1681
Global Wealth Management Investment Advisory
Florida
$4.96M +$489K +11,540 +12%
RPC
1682
Rossmore Private Capital
Connecticut
$4.95M -$121K -2,860 -3%
FA
1683
FCG Advisors
New Jersey
$4.95M +$44.6K +1,052 +1%
BPM
1684
Blue Pool Management
Hong Kong
$4.94M +$4.41M +104,000 New
AC
1685
Arjuna Capital
North Carolina
$4.94M -$217K -5,120 -5%
SAM
1686
Security Asset Management
New York
$4.94M +$1.22M +28,760 +38%
GLAM
1687
Gardner Lewis Asset Management
Pennsylvania
$4.93M -$384K -9,060 -8%
ST
1688
Somerset Trust
Pennsylvania
$4.92M +$25.8K +608 +0.6%
HWA
1689
Heritage Wealth Advisors
Virginia
$4.92M +$564K +13,308 +15%
BIMC
1690
Benson Investment Management Company
Virginia
$4.91M -$12.7K -300 -0.3%
BOPW
1691
Brandywine Oak Private Wealth
Pennsylvania
$4.9M +$174K +4,092 +4%
TI
1692
Truepoint Inc
Ohio
$4.9M -$159K -3,744 -4%
NFG
1693
Nations Financial Group
Iowa
$4.89M +$257K +6,068 +6%
NCM
1694
Neumann Capital Management
California
$4.89M -$50.9K -1,200 -1%
FWP
1695
FAS Wealth Partners
Kansas
$4.89M -$49.7K -1,172 -1%
VanEck Associates
1696
VanEck Associates
New York
$4.88M -$297K -7,000 -6%
GRP
1697
Global Retirement Partners
California
$4.87M -$157K -3,704 -3%
GCA
1698
Gradient Capital Advisors
California
$4.86M +$51.2K +1,208 +1%
WPIC
1699
White Pine Investment Company
Michigan
$4.86M +$27.7K +652 +0.6%
GFP
1700
Gryphon Financial Partners
Ohio
$4.84M -$18.5K -436 -0.4%

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.