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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
HAI
2026
Hennessy Advisors Inc
California
$3.03M -$196K -4,624 -7%
CCWA
2027
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.03M -$313K -7,372 -10%
SCA
2028
Strategic Capital Advisers
Colorado
$3.02M +$66.3K +1,564 +3%
ST
2029
Sabal Trust
Florida
$3.02M -$17.6M -413,892 -87%
AHB
2030
Abner Herrman & Brock
New Jersey
$3.01M -$27.7K -652 -1%
WGA
2031
Weather Gauge Advisory
Virginia
$3.01M -$14.9K -352 -0.6%
SCI
2032
Stableford Capital II
Arizona
$3M +$547K +12,904 +26%
GC
2033
Gratus Capital
Georgia
$2.99M -$9.3M -219,152 -78%
ACA
2034
Aptus Capital Advisors
Alabama
$2.98M +$2.66M +62,796 New
PFA
2035
Pinnacle Family Advisors
Missouri
$2.97M -$140K -3,300 -5%
UBG
2036
United Bank (Georgia)
Georgia
$2.97M +$166K +3,908 +7%
FPFS
2037
First Personal Financial Services
North Carolina
$2.96M -$37.2K -876 -1%
ACA
2038
Atlas Capital Advisors
Wyoming
$2.96M -$688K -16,216 -21%
DSI
2039
Daiwa SB Investments
Japan
$2.96M -$351K -8,280 -12%
HCM
2040
Hall Capital Management
Rhode Island
$2.96M +$153K +3,600 +6%
PCC
2041
Park Circle Company
Maryland
$2.94M -$848K -20,000 -24%
CHP
2042
Cable Hill Partners
Oregon
$2.93M +$121K +2,844 +5%
ICM
2043
IMS Capital Management
Oregon
$2.93M +$119K +2,796 +5%
TCM
2044
Towercrest Capital Management
Pennsylvania
$2.92M +$346K +8,164 +15%
PAM
2045
Peninsula Asset Management
Florida
$2.91M +$5.43K +128 +0.2%
CIP
2046
Capital Insight Partners
Arizona
$2.91M +$168K +3,952 +7%
BCM
2047
Basswood Capital Management
New York
$2.9M
PL
2048
Plancorp LLC
Missouri
$2.89M -$333K -7,840 -11%
MF
2049
Manchester Financial
California
$2.89M +$10K +236 +0.4%
KLCM
2050
KG&L Capital Management
Louisiana
$2.88M +$202K +4,760 +9%

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.