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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
Cohen & Steers
1801
Cohen & Steers
New York
$4.23M
PSP
1802
Principal Street Partners
Tennessee
$4.22M +$4.16M +85,352 New
BCA
1803
Berman Capital Advisors
Georgia
$4.22M +$1.64M +33,556 +65%
WA
1804
WBH Advisory
Maryland
$4.22M -$143K -2,932 -3%
TFA
1805
Toth Financial Advisory
Virginia
$4.22M +$308K +6,316 +8%
GCAC
1806
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.21M +$24.9K +512 +0.6%
PFSC
1807
Peoples Financial Services Corp
Pennsylvania
$4.21M -$6.43K -132 -0.2%
FDS
1808
Freedom Day Solutions
Texas
$4.21M +$91.8K +1,884 +2%
GBT
1809
Grove Bank & Trust
Florida
$4.2M -$101K -2,064 -2%
CA
1810
Cambridge Advisors
Nebraska
$4.2M -$84.8K -1,740 -2%
VNB
1811
Virginia National Bank
Virginia
$4.19M -$377K -7,740 -8%
SCA
1812
Stokes Capital Advisors
South Carolina
$4.19M +$282K +5,780 +7%
Boston Partners
1813
Boston Partners
Massachusetts
$4.18M -$2.6M -53,292 -39%
BFM
1814
Boothbay Fund Management
New York
$4.18M +$3.53M +72,372 +602%
CCB
1815
Cutter & Co Brokerage
Missouri
$4.17M +$66.9K +1,372 +2%
DE
1816
Day & Ennis
Georgia
$4.17M -$102K -2,092 -2%
MCM
1817
Marathon Capital Management
Maryland
$4.16M -$82.8K -1,700 -2%
WGCA
1818
Wolf Group Capital Advisors
Virginia
$4.15M -$196K -4,024 -5%
ACG
1819
Allen Capital Group
Nebraska
$4.12M +$33.7K +692 +0.8%
AWM
1820
Aevitas Wealth Management
Massachusetts
$4.12M -$156K -3,200 -4%
PH
1821
Pinnacle Holdings
Oklahoma
$4.11M -$17.5K -360 -0.4%
PSG
1822
Planning Solutions Group
Maryland
$4.1M -$36.1K -740 -0.9%
NWP
1823
Northstar Wealth Partners
Connecticut
$4.09M -$79.9K -1,640 -2%
SWP
1824
Strategic Wealth Partners
Ohio
$4.09M -$632K -12,968 -14%
GIM
1825
Guild Investment Management
California
$4.08M +$119K +2,440 +3%

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.