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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
LI
1901
Lafayette Investments
Maryland
$3.71M +$29.2K +600 +0.8%
ARMT
1902
Amica Retiree Medical Trust
Rhode Island
$3.7M -$58.5K -1,200 -2%
IA
1903
Icon Advisers
Colorado
$3.69M -$2.46M -50,400 -40%
FNC
1904
First National Corp
Massachusetts
$3.69M +$139K +2,860 +4%
FCA
1905
FLC Capital Advisors
California
$3.69M +$726K +14,892 +25%
BFO
1906
Biltmore Family Office
North Carolina
$3.68M -$159K -3,264 -4%
SG
1907
StoneX Group
New York
$3.68M +$171K +3,508 +5%
BWM
1908
BT Wealth Management
Georgia
$3.67M -$1.21M -24,800 -25%
FNB
1909
Farmers National Bank
Kentucky
$3.67M +$125K +2,572 +4%
CFA
1910
Cahill Financial Advisors
Minnesota
$3.65M +$8.58K +176 +0.2%
JFL
1911
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.65M -$345K -7,084 -9%
KCM
1912
Karp Capital Management
California
$3.65M -$52.4K -1,076 -1%
PD
1913
Planning Directions
Pennsylvania
$3.65M +$24.2K +496 +0.7%
CWA
1914
Clarus Wealth Advisors
Arizona
$3.64M +$79.9K +1,640 +2%
VCWA
1915
Vanguard Capital Wealth Advisors
Colorado
$3.64M -$68.4K -1,404 -2%
HH
1916
HWG Holdings
Texas
$3.64M +$1.12M +23,008 +45%
TRAM
1917
Tuscan Ridge Asset Management
Illinois
$3.63M +$2.19M +45,000 +158%
CHP
1918
Cable Hill Partners
Oregon
$3.63M +$568K +11,664 +19%
FFG
1919
Fortem Financial Group
California
$3.63M -$41.5K -852 -1%
EF
1920
Exeter Financial
Arizona
$3.62M -$556K -11,416 -14%
JA
1921
JVL Associates
Michigan
$3.62M -$91.4K -1,876 -3%
UC
1922
Unio Capital
New Jersey
$3.61M -$894K -18,340 -21%
EMG
1923
ETF Managers Group
New Jersey
$3.61M -$375K -7,688 -10%
AAP
1924
Aristotle Atlantic Partners
Florida
$3.61M -$177K -3,632 -5%
WAOTB
1925
Wealth Advisors of Tampa Bay
Florida
$3.6M -$19.3K -396 -0.5%

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.