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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
CGA
1851
Crescent Grove Advisors
Illinois
$4M -$29K -684 -0.8%
MFW
1852
Mosaic Family Wealth
Missouri
$3.99M -$532K -12,548 -13%
HP
1853
Harvey Partners
New York
$3.99M +$3.56M +84,000 New
AHC
1854
Anderson Hoagland & Co
Missouri
$3.98M +$237K +5,596 +7%
PSG
1855
Planning Solutions Group
Maryland
$3.97M +$126K +2,964 +4%
FFA
1856
Fragasso Financial Advisors
Pennsylvania
$3.96M +$532K +12,536 +18%
PH
1857
Pinnacle Holdings
Oklahoma
$3.96M +$23.4K +552 +0.7%
MCP
1858
Martin Capital Partners
Oregon
$3.96M +$455K +10,728 +15%
XWM
1859
Xcel Wealth Management
Florida
$3.95M -$352K -8,288 -9%
SFSG
1860
Stearns Financial Services Group
North Carolina
$3.95M -$141K -3,332 -4%
FDS
1861
Freedom Day Solutions
Texas
$3.95M +$127K +3,000 +4%
CCB
1862
Cutter & Co Brokerage
Missouri
$3.94M +$271K +6,380 +8%
DWM
1863
Darwin Wealth Management
Florida
$3.93M +$192K +4,516 +6%
IMOV
1864
Investment Management of Virginia
Virginia
$3.93M +$1.8M +42,388 +105%
NAS
1865
Nicolet Advisory Services
Wisconsin
$3.93M +$3.51M +82,708 New
ACG
1866
Allen Capital Group
Nebraska
$3.92M -$1.87K -44 -0.1%
GCA
1867
Genesee Capital Advisors
New York
$3.91M +$657K +15,500 +23%
CIAS
1868
Capital Investment Advisory Services
North Carolina
$3.91M +$455K +10,732 +15%
WA
1869
Waverly Advisors
Alabama
$3.9M +$3.49M +82,232 New
KMWM
1870
Keudell/Morrison Wealth Management
Oregon
$3.9M +$3.48M +82,128 New
FMLI
1871
Fukoku Mutual Life Insurance
Japan
$3.89M -$102K -2,400 -3%
BCM
1872
Breiter Capital Management
Florida
$3.88M -$648K -15,284 -14%
PWMAG
1873
Pinnacle Wealth Management Advisory Group
New Jersey
$3.88M +$23.2K +548 +0.7%
RCIM
1874
Russell Clark Investment Management
United Kingdom
$3.88M -$33.9K -800 -1%
RAM
1875
Riggs Asset Management
Pennsylvania
$3.86M +$102K +2,412 +3%

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.