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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
JCM
1926
Jacobi Capital Management
Pennsylvania
$3.61M -$274K -6,456 -8%
ARMT
1927
Amica Retiree Medical Trust
Rhode Island
$3.61M -$95K -2,240 -3%
HCM
1928
Highlander Capital Management
New Jersey
$3.61M -$335K -7,896 -9%
TC
1929
Truvestments Capital
Florida
$3.6M +$3.22M +75,868 New
AB
1930
Atlas Brown
Kentucky
$3.59M -$221K -5,220 -6%
LCM
1931
Leisure Capital Management
California
$3.59M -$10.3K -244 -0.3%
CWM
1932
Confluence Wealth Management
Oregon
$3.59M -$31.4K -740 -1%
MIM
1933
Moseley Investment Management
Florida
$3.58M +$3.2M +75,416 New
MFW
1934
Meristem Family Wealth
Minnesota
$3.58M -$46.3K -1,092 -1%
SIM
1935
Sterling Investment Management
Arizona
$3.56M -$934K -22,024 -23%
VCWA
1936
Vanguard Capital Wealth Advisors
Colorado
$3.56M -$37.5K -884 -1%
JA
1937
JVL Associates
Michigan
$3.56M
WA1
1938
Wimmer Associates 1
California
$3.56M -$15.9K -376 -0.5%
SDAM
1939
Shulman DeMeo Asset Management
New York
$3.56M -$42.8K -1,008 -1%
KCM
1940
Karp Capital Management
California
$3.55M -$60.1K -1,416 -2%
LI
1941
Lafayette Investments
Maryland
$3.53M +$449K +10,596 +17%
BIG
1942
Boothe Investment Group
Delaware
$3.53M +$3.15M +74,292 New
PCM
1943
Palouse Capital Management
Washington
$3.52M +$11.9K +280 +0.4%
FFG
1944
Fortem Financial Group
California
$3.52M +$346K +8,152 +12%
CCM
1945
Cribstone Capital Management
Maine
$3.52M -$12K -284 -0.4%
VSWA
1946
Vontobel Swiss Wealth Advisors
Switzerland
$3.51M +$1.73M +40,836 +121%
JCM
1947
Jag Capital Management
Missouri
$3.5M -$38.3K -904 -1%
CFA
1948
Cahill Financial Advisors
Minnesota
$3.5M -$92.1K -2,172 -3%
TCM
1949
Tanaka Capital Management
New York
$3.5M -$189K -4,448 -6%
MIM
1950
Montgomery Investment Management
Maryland
$3.5M

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.