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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
TCCM
1976
Timber Creek Capital Management
Massachusetts
$3.33M +$10.9K +224 +0.3%
QI
1977
Quilter Investors
United Kingdom
$3.33M -$9.31M -191,024 -74%
SB
1978
Strategic Blueprint
Georgia
$3.33M +$72.3K +1,484 +2%
EGA
1979
E&G Advisors
Texas
$3.31M -$58.3K -1,196 -2%
WAP
1980
Wealthcare Advisory Partners
Pennsylvania
$3.31M +$485K +9,944 +17%
BCM
1981
Boltwood Capital Management
California
$3.3M -$3.9K -80 -0.1%
IA
1982
Independence Advisors
Pennsylvania
$3.3M +$532K +10,928 +20%
CC
1983
Cornerstone Capital
California
$3.29M +$13.6K +280 +0.4%
HFS
1984
Howard Financial Services
Texas
$3.29M +$1.17K +24 +0%
REMPR
1985
Roof Eidam Maycock Peralta (REMP)
California
$3.28M +$1.36K +28 +0%
OFS
1986
OneAscent Financial Services
Alabama
$3.27M +$3.22M +66,032 New
PCP
1987
Proficio Capital Partners
Massachusetts
$3.26M -$3.79M -77,880 -54%
OAM
1988
Occidental Asset Management
California
$3.26M -$969K -19,896 -23%
BEAM
1989
Baker Ellis Asset Management
Washington
$3.25M -$29K -596 -0.9%
SIM
1990
Stratos Investment Management
Ohio
$3.23M +$411K +8,428 +15%
BIG
1991
Boothe Investment Group
Delaware
$3.23M -$442K -9,076 -12%
RP
1992
Riverbridge Partners
Minnesota
$3.22M -$136K -2,800 -4%
HCM
1993
Hilton Capital Management
New York
$3.22M -$733K -15,040 -19%
HMS
1994
Hanseatic Management Services
New Mexico
$3.21M +$3.16M +64,764 New
CCWA
1995
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.2M +$39.2K +804 +1%
MPW
1996
MA Private Wealth
California
$3.19M +$10.9K +224 +0.3%
HFA
1997
Huber Financial Advisors
Illinois
$3.19M +$4.87K +100 +0.2%
HIM
1998
Herald Investment Management
United Kingdom
$3.19M
DMC
1999
Drexel Morgan & Co
Pennsylvania
$3.16M -$456K -9,368 -13%
AFNAS
2000
American Financial Network Advisory Services
California
$3.15M -$275K -5,652 -8%

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.