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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
UCFA
151
United Capital Financial Advisors
Texas
$311M +$4.73M +97,152 +2%
JIM
152
Jensen Investment Management
Oregon
$311M +$24.6M +504,228 +9%
Citadel Advisors
153
Citadel Advisors
Florida
$305M +$178M +3,660,928 +146%
Calamos Advisors
154
Calamos Advisors
Illinois
$303M -$21.3M -436,500 -7%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$301M -$3.96M -81,180 -1%
NIPH
156
NN Investment Partners Holdings
Netherlands
$299M -$58.9M -1,207,900 -17%
MSL
157
Mackay Shields LLC
New York
$294M -$43.7M -897,428 -13%
CWM
158
CIBC World Markets
New York
$289M +$55.2M +1,132,568 +24%
IG
159
ING Group
Netherlands
$288M +$262M +5,368,976 +1,184%
Millennium Management
160
Millennium Management
New York
$288M +$245M +5,028,052 +641%
Ninety One (UK)
161
Ninety One (UK)
United Kingdom
$287M -$154M -3,153,836 -55%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$283M -$56.6M -1,161,896 -17%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$282M +$16.4M +336,376 +6%
BGIM
164
Brandywine Global Investment Management
Pennsylvania
$280M -$6.29M -129,028 -2%
Envestnet Asset Management
165
Envestnet Asset Management
Illinois
$278M +$2.24M +46,048 +0.8%
FAF
166
Fjarde Ap-fonden
Sweden
$276M -$6.53M -134,000 -2%
HL
167
Harding Loevner
New Jersey
$269M -$2.36M -48,380 -0.9%
SB
168
Suntrust Banks
Georgia
$266M -$2.38M -48,912 -0.9%
Skandinaviska Enskilda Banken (SEB)
169
Skandinaviska Enskilda Banken (SEB)
Sweden
$260M +$21.6M +442,540 +9%
Teacher Retirement System of Texas
170
Teacher Retirement System of Texas
Texas
$260M -$11.6M -237,692 -4%
FWIA
171
Fort Washington Investment Advisors
Ohio
$256M -$23.8M -488,424 -9%
DnB Asset Management
172
DnB Asset Management
Norway
$253M -$50M -1,026,032 -17%
FMI
173
Factory Mutual Insurance
Massachusetts
$251M -$28.7M -588,000 -10%
Nomura Asset Management
174
Nomura Asset Management
Japan
$251M -$7.56M -155,192 -3%
MSE
175
MUFG Securities EMEA
United Kingdom
$250M +$235M +4,829,580 +2,195%

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.