We are live on ! Find out more

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
AWM
176
Ashmore Wealth Management
Delaware
$241M
BAM
177
Burgundy Asset Management
Ontario, Canada
$241M +$1.2M +28,196 +0.6%
First Trust Advisors
178
First Trust Advisors
Illinois
$237M -$40M -943,760 -16%
MSV
179
MN Services Vermogensbeheer
Netherlands
$234M -$594K -14,000 -0.3%
GC
180
Guggenheim Capital
Illinois
$234M +$12.7M +299,464 +6%
EHC
181
Everett Harris & Co
California
$232M -$160K -3,772 -0.1%
N
182
Nuveen
North Carolina
$229M -$12.1M -284,256 -6%
Skandinaviska Enskilda Banken (SEB)
183
Skandinaviska Enskilda Banken (SEB)
Sweden
$229M +$7.07M +166,608 +4%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$226M +$4.45M +104,888 +2%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$226M -$62.6M -1,474,912 -24%
CWM
186
CIBC World Markets
New York
$224M -$35.9M -845,612 -15%
CFC
187
Cincinnati Financial Corp
Ohio
$222M
NB
188
Norinchukin Bank
Japan
$216M +$640K +15,088 +0.3%
VRS
189
Virginia Retirement Systems
Virginia
$215M -$33.4M -788,000 -15%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$214M -$1.73M -40,820 -0.9%
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$211M -$13.1M -308,976 -6%
Comerica Bank
192
Comerica Bank
Texas
$210M -$1.93M -45,548 -1%
Janney Montgomery Scott
193
Janney Montgomery Scott
Pennsylvania
$210M +$10.4M +246,128 +6%
TAM
194
Tyers Asset Management
Texas
$206M -$2.54M -59,808 -1%
NAMA
195
Nikko Asset Management Americas
New York
$201M +$51.8M +1,221,920 +40%
EPFB
196
Employees Provident Fund Board
Malaysia
$200M -$2.39M -56,424 -1%
SEI Investments
197
SEI Investments
Pennsylvania
$197M +$3.07M +72,428 +2%
BTW
198
Boston Trust Walden
Massachusetts
$193M +$3.8M +89,632 +2%
AG
199
Advisor Group
Arizona
$193M +$8.87M +209,012 +5%
CSIA
200
Charles Schwab Investment Advisory
California
$193M +$2.64M +62,296 +2%

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.