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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
BHBT
1951
Burke & Herbert Bank & Trust
Virginia
$3.47M -$134K -2,748 -4%
TCM
1952
Tanaka Capital Management
New York
$3.46M -$181K -3,716 -5%
Fuller & Thaler Asset Management
1953
Fuller & Thaler Asset Management
California
$3.46M -$1.06M -21,660 -24%
LJAC
1954
L.J. Altfest & Co
New York
$3.46M +$138K +2,824 +4%
BI
1955
Ballast Inc
Kentucky
$3.45M +$4.29K +88 +0.1%
SC
1956
Searle & Co
Connecticut
$3.44M
CPC
1957
Congress Park Capital
New York
$3.44M -$1.93M -39,632 -37%
FLI
1958
Family Legacy Inc
South Carolina
$3.44M -$16.2K -332 -0.5%
CWAG
1959
Compton Wealth Advisory Group
Virginia
$3.44M +$1.75K +36 +0.1%
NEIRG
1960
New England Investment & Retirement Group
Massachusetts
$3.44M +$48.1K +988 +1%
RGIA
1961
Rainier Group Investment Advisory
Washington
$3.44M +$139K +2,856 +4%
TF
1962
Trek Financial
Arizona
$3.43M +$141K +2,884 +4%
AHB
1963
Abner Herrman & Brock
New Jersey
$3.42M +$282K +5,796 +9%
HIM
1964
Harbour Investment Management
Washington
$3.42M +$10.9K +224 +0.3%
MA
1965
MCF Advisors
Kentucky
$3.41M -$14.8K -304 -0.4%
RWM
1966
RBA Wealth Management
California
$3.41M -$13.1K -268 -0.4%
BIA
1967
Bigelow Investment Advisors
Maine
$3.41M -$80.9K -1,660 -2%
NED
1968
Nancy E. Dempze
$3.4M +$32.4K +664 +1%
LA
1969
Legacy Advisors
Pennsylvania
$3.4M -$3.34M -68,608 -50%
EM
1970
ELCO Management
New York
$3.39M +$125K +2,564 +4%
SCG
1971
Sonata Capital Group
Washington
$3.38M +$147K +3,008 +5%
LMAM
1972
Legg Mason Asset Management
Japan
$3.37M
XWM
1973
Xcel Wealth Management
Florida
$3.36M -$746K -15,320 -18%
WSC
1974
Wellington Shields & Co
New York
$3.35M -$47.4K -972 -1%
ZCI
1975
Zevenbergen Capital Investments
Washington
$3.33M

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.