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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
SAM
1976
Seelaus Asset Management
New Jersey
$3.36M -$50.2K -1,184 -2%
AFC
1977
AFT Forsyth & Company
Florida
$3.36M -$113K -2,660 -4%
TCM
1978
Tradewinds Capital Management
Washington
$3.36M +$53.6K +1,264 +2%
HI
1979
Horizon Investments
North Carolina
$3.35M +$3.01M +70,916 New
FAM
1980
Foresters Asset Management
Ontario, Canada
$3.35M +$782K +18,436 +35%
BIA
1981
Bigelow Investment Advisors
Maine
$3.35M -$220K -5,176 -7%
CC
1982
Cedar Capital
Illinois
$3.32M +$437K +10,304 +17%
IAS
1983
IMA Advisory Services
Colorado
$3.32M +$230K +5,420 +8%
BI
1984
Ballast Inc
Kentucky
$3.31M +$39.5K +932 +1%
SC
1985
Searle & Co
Connecticut
$3.31M +$97.7K +2,304 +3%
SWMG
1986
Strategic Wealth Management Group
Maryland
$3.3M -$48K -1,132 -2%
WCM
1987
Weld Capital Management
New York
$3.3M +$2.95M +69,528 New
CWAG
1988
Compton Wealth Advisory Group
Virginia
$3.3M +$25.4K +600 +0.9%
MA
1989
MCF Advisors
Kentucky
$3.29M +$171K +4,032 +6%
HIM
1990
Harbour Investment Management
Washington
$3.27M -$49.7K -1,172 -2%
WSC
1991
Wellington Shields & Co
New York
$3.26M +$102K +2,412 +4%
CC
1992
Chanos & Company
New York
$3.26M +$1.18M +27,836 +68%
NEIRG
1993
New England Investment & Retirement Group
Massachusetts
$3.25M -$34.1K -804 -1%
AFNAS
1994
American Financial Network Advisory Services
California
$3.24M -$618K -14,568 -17%
EGA
1995
E&G Advisors
Texas
$3.24M -$339K -8,000 -11%
FAG
1996
Financial Advisory Group
Texas
$3.24M +$17.5K +412 +0.6%
LMAM
1997
Legg Mason Asset Management
Japan
$3.23M -$84.8K -2,000 -3%
NED
1998
Nancy E. Dempze
$3.23M +$57.7K +1,360 +2%
RP
1999
Riverbridge Partners
Minnesota
$3.23M -$89.1K -2,100 -3%
ZCI
2000
Zevenbergen Capital Investments
Washington
$3.2M +$111K +2,628 +4%

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.