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3,029 hedge funds and large institutions have $600B invested in Apple in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 1,088 increasing their positions, 1,587 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 68

12% more capital invested

Capital invested by funds: $536B → $600B (+$64.4B)

7% more funds holding in top 10

Funds holding in top 10: 1,4611,568 (+107)

1.88% more ownership

Funds ownership: 235.59%237.48% (+1.9%)

1% more funds holding

Funds holding: 3,0083,029 (+21)

8% less call options, than puts

Call options by funds: $21.2B | Put options by funds: $22.9B

31% less repeat investments, than reductions

Existing positions increased: 1,088 | Existing positions reduced: 1,587

Holders
3,029
Holders Change
+21
Holders Change %
+0.7%
% of All Funds
66.41%
Holding in Top 10
1,568
Holding in Top 10 Change
+107
Holding in Top 10 Change %
+7.32%
% of All Funds
34.38%
New
115
Increased
1,088
Reduced
1,587
Closed
68
Calls
$21.2B
Puts
$22.9B
Net Calls
-$1.79B
Net Calls Change
+$2.99B
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
176
Nomura Asset Management
Japan
$277M -$5.74M -109,876 -2%
FCM
177
Flinton Capital Management
Pennsylvania
$271M -$3.21M -61,472 -1%
EHC
178
Everett Harris & Co
California
$271M +$1.98M +37,940 +0.8%
FMI
179
Factory Mutual Insurance
Massachusetts
$269M -$14.3M -273,600 -5%
PC
180
Polar Capital
United Kingdom
$269M +$58.3M +1,115,840 +30%
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$268M -$10.6M -203,488 -4%
GC
182
Guggenheim Capital
Illinois
$265M -$468K -8,948 -0.2%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$264M +$478K +9,144 +0.2%
CFC
184
Cincinnati Financial Corp
Ohio
$262M
SOMRS
185
State of Michigan Retirement System
Michigan
$259M -$5.27M -100,800 -2%
MIM
186
MetLife Investment Management
New Jersey
$259M -$10.2M -195,116 -4%
VRS
187
Virginia Retirement Systems
Virginia
$259M -$3.93M -75,200 -2%
Teacher Retirement System of Texas
188
Teacher Retirement System of Texas
Texas
$258M -$33.8M -646,208 -12%
Janney Montgomery Scott
189
Janney Montgomery Scott
Pennsylvania
$254M +$8.42M +161,048 +4%
JIM
190
Jupiter Investment Management
United Kingdom
$249M -$23M -439,632 -9%
Comerica Bank
191
Comerica Bank
Texas
$248M -$4.94M -94,416 -2%
GIBU
192
Gulf International Bank (UK)
United Kingdom
$245M -$5.17M -98,856 -2%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$243M +$42.2M +806,248 +23%
CB
194
Commerce Bank
Missouri
$241M +$16.1M +308,088 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
195
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$241M +$8.42M +161,100 +4%
Mitsubishi UFJ Asset Management
196
Mitsubishi UFJ Asset Management
Japan
$232M +$5.61M +107,296 +3%
NAMA
197
Nikko Asset Management Americas
New York
$231M -$6.51M -124,436 -3%
BTW
198
Boston Trust Walden
Massachusetts
$229M -$1.11M -21,276 -0.5%
TAM
199
Tyers Asset Management
Texas
$224M -$2.65M -50,624 -1%
AG
200
Advisor Group
Arizona
$222M -$6.24M -119,332 -3%

AAPL Hedge Fund Activity: Q3 2019 in Review

3,029 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2019, worth a combined $600B — up 12% from $536B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AAPL positions and 68 closed out — a net gain of 47 holders — while 1,088 added to existing stakes and 1,587 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $848M. The largest seller was Vanguard Group, cutting an estimated $833M.

  • 3,029 institutional investors held Apple (AAPL) as of Q3 2019, up from 3,008 in Q2 2019.
  • Funds reported $600B of Apple stock for Q3 2019, up 12% quarter-over-quarter.
  • 115 funds opened new Apple positions in Q3 2019 and 68 closed out, a net change of +47 holders.
  • The largest Apple buyer in Q3 2019 was Victory Capital Management, an estimated $848M added.
  • The largest Apple seller in Q3 2019 was Vanguard Group, an estimated $833M sold.

Based on aggregated 13F filings for Q3 2019.