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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
SIAG
1876
Signet Investment Advisory Group
Rhode Island
$3.85M -$400K -9,436 -10%
PWPCM
1877
Perella Weinberg Partners Capital Management
New York
$3.85M -$3.34M -78,684 -49%
JFL
1878
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.84M +$345K +8,140 +11%
SJIM
1879
St. Johns Investment Management
Florida
$3.84M -$169K -3,984 -5%
BA
1880
Baugh & Associates
Georgia
$3.82M +$204K +4,800 +6%
CCP
1881
Cardan Capital Partners
Colorado
$3.82M +$30.9K +728 +0.9%
TA
1882
TFG Advisers
Michigan
$3.81M +$161K +3,784 +5%
SCM
1883
Stumpf Capital Management
Arizona
$3.81M -$3.39K -80 -4%
HCM
1884
Hilton Capital Management
New York
$3.81M +$461K +10,880 +16%
DC
1885
DeDora Capital
California
$3.81M +$476K +11,216 +16%
GIM
1886
Guild Investment Management
California
$3.8M -$1.57M -36,920 -32%
EMG
1887
ETF Managers Group
New Jersey
$3.8M -$134K -3,156 -4%
CAM
1888
Chesapeake Asset Management
New York
$3.8M -$1.5M -35,400 -31%
KFBMI
1889
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.8M
NL
1890
NVWM LLC
Pennsylvania
$3.79M +$155K +3,644 +5%
RWM
1891
RKL Wealth Management
Pennsylvania
$3.79M +$132K +3,112 +4%
EVC
1892
Eidelman Virant Capital
Missouri
$3.79M -$738K -17,400 -18%
EAMA
1893
EFG Asset Management (Americas)
Florida
$3.79M +$472K +11,136 +16%
PAS
1894
Partnervest Advisory Services
California
$3.78M -$20K -472 -0.6%
CCM
1895
Copeland Capital Management
Pennsylvania
$3.77M -$3.13M -73,740 -48%
RFN
1896
RDA Financial Network
Iowa
$3.75M +$3.2M +75,376 New
AIM
1897
Allen Investment Management
New York
$3.75M -$94.2K -2,220 -3%
ADL
1898
Asset Dedication LLC
California
$3.75M +$14.1K +332 +0.4%
TFA
1899
Toth Financial Advisory
Virginia
$3.75M +$138K +3,244 +4%
P
1900
&Partners
Tennessee
$3.75M -$91.5K -2,156 -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.