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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
FCA
1776
FinTrust Capital Advisors
South Carolina
$4.39M -$370K -8,716 -9%
PA
1777
PFG Advisors
Arizona
$4.39M -$162K -3,820 -4%
FPB
1778
First PREMIER Bank
South Dakota
$4.38M +$16.3K +384 +0.4%
ECG
1779
Edge Capital Group
Georgia
$4.38M +$407K +9,604 +12%
JWA
1780
JFS Wealth Advisors
Pennsylvania
$4.37M -$1.02K -24 -0%
LFM
1781
Lumina Fund Management
New York
$4.37M
NDSI
1782
Newman Dignan & Sheerar Inc
Rhode Island
$4.36M -$32.4K -764 -0.8%
FCT
1783
Family Capital Trust
Massachusetts
$4.35M -$29K -684 -0.7%
Fuller & Thaler Asset Management
1784
Fuller & Thaler Asset Management
California
$4.35M -$911K -21,480 -19%
ABP
1785
Arthur B. Page
$4.34M +$17.5K +412 +0.5%
ECML
1786
Eagle Capital Management (Louisiana)
Louisiana
$4.34M -$38.7K -912 -1%
OLA
1787
Oliver Luxxe Assets
New Jersey
$4.34M +$21.5K +508 +0.6%
PFA
1788
Pure Financial Advisors
California
$4.34M -$210K -4,944 -5%
BCM
1789
Bienville Capital Management
New York
$4.33M +$24.9K +588 +0.6%
NNP
1790
Nachman Norwood & Parrott
South Carolina
$4.31M +$149K +3,504 +4%
FBT
1791
First Bankers Trust
Kentucky
$4.31M -$3.72M -87,608 -49%
NIM
1792
Needham Investment Management
New York
$4.31M
NIC
1793
Northwest Investment Counselors
Oregon
$4.31M +$424K +10,004 +12%
HFA
1794
HC Financial Advisors
California
$4.31M +$104K +2,448 +3%
Loomis, Sayles & Company
1795
Loomis, Sayles & Company
Massachusetts
$4.29M -$2.48M -58,488 -39%
NONA
1796
Ninety One North America
New York
$4.29M -$167K -3,944 -4%
BBL
1797
Beck Bode LLC
Massachusetts
$4.29M -$2.74M -64,692 -42%
PWMG
1798
Prestige Wealth Management Group
New Jersey
$4.28M -$255K -6,004 -6%
OCM
1799
Orleans Capital Management
Louisiana
$4.28M -$212K -5,000 -5%
FPCG
1800
Fort Pitt Capital Group
Pennsylvania
$4.28M -$3.41M -80,504 -47%

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.