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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
TIA
1751
Trust Investment Advisors
Indiana
$4.52M -$402K -9,476 -9%
BIA
1752
BMT Investment Advisors
Pennsylvania
$4.51M +$226K +5,328 +6%
AIC
1753
Argus Investors Counsel
New York
$4.48M -$215K -5,080 -5%
AF
1754
Aldebaran Financial
$4.47M -$106K -2,500 -3%
CC
1755
Cadinha & Co
Hawaii
$4.47M -$190K -4,468 -5%
GC
1756
Garde Capital
Washington
$4.46M -$1.13M -26,556 -22%
UCMOK
1757
United Capital Management of KS
Kansas
$4.46M +$438K +10,328 +14%
OCM
1758
Olstein Capital Management
New York
$4.46M -$7.33M -172,800 -65%
GCC
1759
Game Creek Capital
Massachusetts
$4.46M -$153K -3,600 -4%
SEC
1760
Seven Eight Capital
New York
$4.46M +$3.99M +94,000 New
BKA
1761
Brick & Kyle Associates
Pennsylvania
$4.46M +$96.2K +2,268 +2%
CWP
1762
Capital Wealth Planning
Florida
$4.46M -$104K -2,460 -3%
1WA
1763
180 Wealth Advisors
Washington
$4.46M -$115K -2,720 -3%
CHA
1764
Carmichael Hill & Associates
Maryland
$4.46M -$47.3K -1,116 -1%
MA
1765
Menlo Advisors
California
$4.45M -$71.3K -1,680 -2%
TSS
1766
Thomas Story & Son
Indiana
$4.45M +$3.01M +71,040 +314%
BFG
1767
Bouchey Financial Group
New York
$4.45M -$333K -7,848 -8%
BWA
1768
BDO Wealth Advisors
Florida
$4.43M +$155K +3,660 +4%
CA
1769
Capital Advantage
California
$4.42M -$16.6K -392 -0.4%
JAM
1770
Jolley Asset Management
North Carolina
$4.42M +$273K +6,444 +7%
TCM
1771
TimesSquare Capital Management
New York
$4.42M -$9.12M -214,920 -70%
FCMC
1772
Founders Capital Management (Connecticut)
Connecticut
$4.4M +$1.37M +32,252 +53%
IC
1773
Investment Counsel
Michigan
$4.4M +$26K +612 +0.7%
OC
1774
Oarsman Capital
Wisconsin
$4.4M +$168K +3,972 +4%
VNB
1775
Virginia National Bank
Virginia
$4.39M -$153K -3,600 -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.