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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
IFS
1801
Ifrah Financial Services
Arkansas
$4.28M -$2.21K -52 -0.1%
FPCP
1802
Fort Point Capital Partners
California
$4.28M -$2.58M -60,852 -40%
RGC
1803
Roberts, Glore & Co
Illinois
$4.27M -$63.6K -1,500 -2%
GCM
1804
Gables Capital Management
Florida
$4.27M -$551K -12,980 -13%
NB
1805
Northwest Bancshares
Pennsylvania
$4.26M +$231K +5,440 +6%
MCM
1806
Monarch Capital Management
Indiana
$4.26M +$80.6K +1,900 +2%
UC
1807
Unio Capital
New Jersey
$4.23M -$377K -8,884 -9%
IF
1808
IRON Financial
Illinois
$4.21M +$202K +4,752 +6%
JT
1809
Jump Trading
Illinois
$4.19M +$2.75M +64,920 +278%
BWM
1810
Baystate Wealth Management
Massachusetts
$4.19M +$33.3K +784 +1%
WA
1811
WBH Advisory
Maryland
$4.19M +$78K +1,840 +2%
JSL
1812
JT Stratford LLC
Georgia
$4.19M -$720K -16,980 -16%
RBFC
1813
Roman Butler Fullerton & Co
Missouri
$4.19M +$517K +12,196 +16%
MA
1814
MONECO Advisors
Connecticut
$4.18M +$337K +7,952 +10%
GCAC
1815
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.18M -$413K -9,740 -11%
HCM
1816
HMS Capital Management
Tennessee
$4.18M +$395K +9,320 +14%
WGCA
1817
Wolf Group Capital Advisors
Virginia
$4.17M +$85K +2,004 +2%
MCMT
1818
Moon Capital Management (Tennessee)
Tennessee
$4.17M +$5.09K +120 +0.1%
MC
1819
Mathes Company
New York
$4.17M -$2.84M -66,900 -43%
PCA
1820
Peddock Capital Advisors
Massachusetts
$4.16M +$8.99K +212 +0.2%
BSB
1821
Bangor Savings Bank
Maine
$4.15M +$32.9K +776 +0.9%
BIM
1822
Baldwin Investment Management
Pennsylvania
$4.15M -$356K -8,400 -9%
LHC
1823
Little House Capital
Massachusetts
$4.14M +$212K +4,988 +6%
GBT
1824
Grove Bank & Trust
Florida
$4.13M +$243K +5,720 +7%
CA
1825
Claro Advisors
Massachusetts
$4.12M -$87.5K -2,064 -2%

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.