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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
VCM
1926
Vivaldi Capital Management
Illinois
$3.6M -$1.19M -24,468 -25%
SWMG
1927
Strategic Wealth Management Group
Maryland
$3.6M +$150K +3,076 +4%
SCC
1928
Steel Canyon Capital
Arizona
$3.59M -$2.12M -43,600 -38%
WA1
1929
Wimmer Associates 1
California
$3.59M -$113K -2,316 -3%
CT
1930
Clearstead Trust
Maine
$3.58M +$21.6K +444 +0.6%
VC
1931
Voit & Company
Wisconsin
$3.57M -$16K -328 -0.5%
BCA
1932
Biltmore Capital Advisors
New Jersey
$3.56M +$3.51M +71,948 New
KIG
1933
Kessler Investment Group
Indiana
$3.55M -$217K -4,456 -6%
JFM
1934
Jackson Financial Management
California
$3.55M -$8.77K -180 -0.3%
PFA
1935
Pinnacle Family Advisors
Missouri
$3.54M +$441K +9,056 +14%
HAC
1936
Harbor Advisory Corp
New Hampshire
$3.54M -$6.82K -140 -0.2%
BFC
1937
Bedel Financial Consulting
Indiana
$3.53M -$11.9K -244 -0.3%
FDCC
1938
Foster Dykema Cabot & Co
Massachusetts
$3.52M -$3.9K -80 -0.1%
SIAG
1939
Signet Investment Advisory Group
Rhode Island
$3.52M -$487K -9,988 -12%
BAM
1940
Baldrige Asset Management
Pennsylvania
$3.52M -$72.5K -1,488 -2%
AFC
1941
AFT Forsyth & Company
Florida
$3.51M +$6.43K +132 +0.2%
P
1942
&Partners
Tennessee
$3.51M -$390K -8,008 -10%
IAS
1943
IMA Advisory Services
Colorado
$3.51M +$47.2K +968 +1%
MIM
1944
Montgomery Investment Management
Maryland
$3.5M -$136K -2,800 -4%
SAM
1945
Seelaus Asset Management
New Jersey
$3.49M -$13.3K -272 -0.4%
JF
1946
JSF Financial
California
$3.48M +$578K +11,856 +20%
CBA
1947
Coastal Bridge Advisors
Connecticut
$3.48M -$58.9K -1,208 -2%
W
1948
Wealthquest
Ohio
$3.48M +$703K +14,424 +26%
Loomis, Sayles & Company
1949
Loomis, Sayles & Company
Massachusetts
$3.47M -$986K -20,240 -22%
NSB
1950
Norway Savings Bank
Maine
$3.47M -$61.4K -1,260 -2%

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.