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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
CA
1826
Cambridge Advisors
Nebraska
$4.11M -$76.7K -1,808 -2%
GCM
1827
Grisanti Capital Management
New York
$4.11M -$1.17M -27,604 -24%
LF
1828
Lee Financial
Texas
$4.11M +$217K +5,108 +6%
WMA
1829
Wealth Management Associates
New Jersey
$4.11M -$5.43K -128 -0.1%
HR
1830
Hayden Royal
North Carolina
$4.11M -$5.98M -141,068 -62%
AWM
1831
Aevitas Wealth Management
Massachusetts
$4.1M -$181K -4,256 -5%
GIA
1832
Guyasuta Investment Advisors
Pennsylvania
$4.1M -$161K -3,796 -4%
ATC
1833
Adirondack Trust Company
New York
$4.1M -$63.6K -1,500 -2%
DE
1834
Day & Ennis
Georgia
$4.1M +$339 +8 +0%
SIM
1835
Sadoff Investment Management
Wisconsin
$4.09M +$37K +872 +1%
AIM
1836
Anchor Investment Management
South Carolina
$4.09M -$205K -4,828 -5%
OAM
1837
Occidental Asset Management
California
$4.08M -$92.6K -2,184 -2%
MCM
1838
Marathon Capital Management
Maryland
$4.07M +$2.13M +50,288 +142%
SOAMC
1839
Spirit of America Management Corp
New York
$4.07M -$183K -4,320 -5%
Cohen & Steers
1840
Cohen & Steers
New York
$4.06M -$6.47M -152,588 -64%
PFSC
1841
Peoples Financial Services Corp
Pennsylvania
$4.05M +$80.6K +1,900 +2%
CPO
1842
Cerity Partners OCIO
New York
$4.04M +$101K +2,392 +3%
EM
1843
Excalibur Management
Massachusetts
$4.02M -$121K -2,852 -3%
EF
1844
Exeter Financial
Arizona
$4.01M +$383K +9,036 +12%
PIP
1845
Peachtree Investment Partners
Florida
$4.01M +$307K +7,240 +9%
EMG
1846
Ellington Management Group
Connecticut
$4.01M +$3.58M +84,400 New
WI
1847
WBI Investments
New Jersey
$4.01M +$3.58M +84,412 New
NWP
1848
Northstar Wealth Partners
Connecticut
$4M -$130K -3,064 -4%
CCM
1849
Canal Capital Management
Virginia
$4M +$58.5K +1,380 +2%
HCM
1850
Hudson Capital Management
New Jersey
$4M +$34.4K +812 +1%

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.