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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
BIMC
1701
Benson Investment Management Company
Virginia
$4.84M -$69K -1,416 -1%
ECG
1702
Edge Capital Group
Georgia
$4.84M +$277K +5,684 +6%
NF
1703
Nikulski Financial
Iowa
$4.83M -$672K -13,784 -13%
BKA
1704
Brick & Kyle Associates
Pennsylvania
$4.83M +$122K +2,496 +3%
SCP
1705
Shorepoint Capital Partners
Massachusetts
$4.81M -$777K -15,940 -14%
FCFC
1706
First Commonwealth Financial Corp
Pennsylvania
$4.8M +$35.5K +728 +0.8%
GC
1707
Garde Capital
Washington
$4.79M +$131K +2,684 +3%
BOS
1708
Bank of Stockton
California
$4.78M -$81.1K -1,664 -2%
EWM
1709
Evermay Wealth Management
Virginia
$4.77M -$53.6K -1,100 -1%
SBWM
1710
Sunflower Bank Wealth Management
Arizona
$4.77M -$86.5K -1,776 -2%
MM
1711
Midas Management
New York
$4.77M
AAMA
1712
Advanced Asset Management Advisors
Ohio
$4.76M -$22.2K -456 -0.5%
ITIM
1713
Indiana Trust & Investment Management
Indiana
$4.75M -$404K -8,288 -8%
BS
1714
Bessemer Securities
New York
$4.75M -$221K -4,528 -5%
CIA
1715
CSat Investment Advisory
Michigan
$4.74M +$1.12M +22,988 +32%
BL
1716
BCWM LLC
Kansas
$4.74M -$53.6K -1,100 -1%
CHA
1717
Carmichael Hill & Associates
Maryland
$4.73M +$84.6K +1,736 +2%
GIA
1718
Guyasuta Investment Advisors
Pennsylvania
$4.73M +$447K +9,168 +11%
NCGI
1719
Next Century Growth Investors
Minnesota
$4.71M -$247K -5,064 -5%
LAIC
1720
Lederer & Associates Investment Counsel
California
$4.71M -$755K -15,504 -14%
HFM
1721
Harvest Fund Management
China
$4.71M -$645K -13,236 -12%
BIA
1722
BMT Investment Advisors
Pennsylvania
$4.7M
CIAS
1723
Capital Investment Advisory Services
North Carolina
$4.69M +$406K +8,324 +10%
ACM
1724
Alpha Capital Management
Texas
$4.69M -$71.9K -1,476 -2%
TSS
1725
Thomas Story & Son
Indiana
$4.69M +$58.5K +1,200 +1%

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.