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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
RT
1826
Rockland Trust
Massachusetts
$4.08M +$185K +3,792 +5%
TC
1827
Truvestments Capital
Florida
$4.08M +$320K +6,568 +9%
KMWM
1828
Keudell/Morrison Wealth Management
Oregon
$4.08M -$7.99K -164 -0.2%
IF
1829
IRON Financial
Illinois
$4.07M -$135K -2,780 -3%
PIP
1830
Peachtree Investment Partners
Florida
$4.06M -$114K -2,348 -3%
NL
1831
NVWM LLC
Pennsylvania
$4.06M +$107K +2,200 +3%
SJIM
1832
St. Johns Investment Management
Florida
$4.05M +$48.1K +988 +1%
QI
1833
Qtron Investments
Massachusetts
$4.04M +$1.39M +28,496 +54%
RW
1834
RVW Wealth
California
$4.04M +$208K +4,272 +0.9%
GCC
1835
Game Creek Capital
Massachusetts
$4.04M -$604K -12,400 -13%
SOAMC
1836
Spirit of America Management Corp
New York
$4.03M -$204K -4,188 -5%
ATC
1837
Adirondack Trust Company
New York
$4.03M -$9.74K -200 -0.2%
SCP
1838
Stamos Capital Partners
California
$4.03M -$5.75M -118,000 -60%
BWM
1839
Baystate Wealth Management
Massachusetts
$4.03M -$46.4K -952 -1%
DC
1840
DeDora Capital
California
$4.03M +$58.3K +1,196 +1%
RAM
1841
Riggs Asset Management
Pennsylvania
$4.01M -$17.3K -356 -0.4%
TA
1842
TFG Advisers
Michigan
$4M +$28.3K +580 +0.7%
BA
1843
Baugh & Associates
Georgia
$4M +$12.9K +264 +0.3%
AFM
1844
Andesa Financial Management
Pennsylvania
$3.99M -$3.73M -76,620 -49%
WLIM
1845
White Lighthouse Investment Management
Massachusetts
$3.99M -$754K -15,480 -16%
BCA
1846
Bray Capital Advisors
Florida
$3.99M +$95.9K +1,968 +3%
BCM
1847
Bluefin Capital Management
New York
$3.99M +$3.93M +80,600 New
PFA
1848
Pure Financial Advisors
California
$3.98M -$532K -10,928 -12%
HR
1849
Hayden Royal
North Carolina
$3.98M -$374K -7,684 -9%
MAM
1850
Morse Asset Management
Connecticut
$3.97M -$2.45M -50,336 -39%

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.