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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
FLI
1951
Family Legacy Inc
South Carolina
$3.5M +$98.4K +2,320 +3%
CIA
1952
Capital Impact Advisors
Massachusetts
$3.48M
PD
1953
Planning Directions
Pennsylvania
$3.48M +$57.7K +1,360 +2%
AC
1954
Argentiere Capital
Switzerland
$3.48M -$5.38M -126,808 -63%
DMC
1955
Drexel Morgan & Co
Pennsylvania
$3.48M -$119K -2,800 -4%
WAOTB
1956
Wealth Advisors of Tampa Bay
Florida
$3.47M +$46.8K +1,104 +2%
RWM
1957
RBA Wealth Management
California
$3.47M +$2.94M +69,232 New
CIA
1958
CSat Investment Advisory
Michigan
$3.46M +$873K +20,572 +39%
BHBT
1959
Burke & Herbert Bank & Trust
Virginia
$3.46M -$127K -2,996 -4%
WPC
1960
White Pine Capital
Minnesota
$3.46M +$20.4K +480 +0.7%
BAM
1961
Baldrige Asset Management
Pennsylvania
$3.45M +$3.08M +72,556 New
VC
1962
Voit & Company
Wisconsin
$3.44M +$31.7K +748 +1%
CWA
1963
Clarus Wealth Advisors
Arizona
$3.42M +$66.5K +1,568 +2%
CT
1964
Clearstead Trust
Maine
$3.42M +$427K +10,076 +16%
JFM
1965
Jackson Financial Management
California
$3.42M -$204K -4,808 -6%
HAC
1966
Harbor Advisory Corp
New Hampshire
$3.41M -$21.4K -504 -0.7%
FTI
1967
Fiduciary Trust International
Massachusetts
$3.4M +$324K +7,628 +10%
PAG
1968
Private Advisory Group
Washington
$3.4M
FNC
1969
First National Corp
Massachusetts
$3.4M +$74.1K +1,748 +3%
BFC
1970
Bedel Financial Consulting
Indiana
$3.4M +$88.7K +2,092 +3%
CBA
1971
Coastal Bridge Advisors
Connecticut
$3.4M -$472K -11,128 -13%
FNB
1972
Farmers National Bank
Kentucky
$3.4M +$3.03M +71,496 New
NSB
1973
Norway Savings Bank
Maine
$3.39M +$5.94K +140 +0.2%
FDCC
1974
Foster Dykema Cabot & Co
Massachusetts
$3.38M +$35.8K +844 +1%
SG
1975
StoneX Group
New York
$3.36M -$81.6K -1,924 -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.