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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
LPIC
1726
LeJeune Puetz Investment Counsel
Michigan
$4.64M +$113K +2,672 +3%
EFSCE
1727
Enterprise Financial Services Corp (EFSC)
Missouri
$4.64M +$2.38M +56,072 +135%
AMG
1728
Asset Management Group
Connecticut
$4.64M +$13.7K +324 +0.3%
LP
1729
LGL Partners
Pennsylvania
$4.63M +$4.14M +97,556 New
EWM
1730
Evermay Wealth Management
Virginia
$4.63M -$59.4K -1,400 -1%
CRIG
1731
Charter Research & Investment Group
Connecticut
$4.63M +$31.4K +740 +0.8%
UTC
1732
Unified Trust Company
Kentucky
$4.62M +$1.04M +24,536 +34%
VCM
1733
Vivaldi Capital Management
Illinois
$4.62M +$1.9M +44,880 +86%
ACS
1734
Archford Capital Strategies
Illinois
$4.61M +$460K +10,856 +13%
HCM
1735
Hodges Capital Management
Texas
$4.6M +$291K +6,872 +8%
BL
1736
BCWM LLC
Kansas
$4.6M +$55.8K +1,316 +1%
AAMA
1737
Advanced Asset Management Advisors
Ohio
$4.59M -$870K -20,500 -17%
NB
1738
Nicolet Bankshares
Wisconsin
$4.59M +$23.1K +544 +0.6%
AA
1739
AlphaMark Advisors
Kentucky
$4.59M +$3.44M +81,084 +523%
ICOM
1740
Investment Counselors of Maryland
Maryland
$4.58M -$229K -5,400 -5%
MM
1741
Midas Management
New York
$4.58M
BDWM
1742
Brewin Dolphin Wealth Management
Ireland
$4.58M +$131K +3,100 +3%
FCFC
1743
First Commonwealth Financial Corp
Pennsylvania
$4.58M -$4.19M -98,880 -51%
ACM
1744
Alpha Capital Management
Texas
$4.58M +$21.5K +508 +0.5%
WLIM
1745
White Lighthouse Investment Management
Massachusetts
$4.57M -$571K -13,468 -12%
SWP
1746
Strategic Wealth Partners
Ohio
$4.57M +$74.3K +1,752 +2%
GBBWRPM
1747
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4.56M -$1.62M -38,212 -28%
RA
1748
Rational Advisors
New York
$4.56M -$2.62M -61,656 -39%
VA
1749
Valmark Advisers
Ohio
$4.55M +$37.3K +880 +0.9%
PIMG
1750
Patriot Investment Management Group
Tennessee
$4.52M +$4.04M +95,272 New

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.