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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
V
2051
VeraBank
Texas
$2.88M -$6.79K -160 -0.3%
HKAM
2052
Horizon Kinetics Asset Management
New York
$2.88M +$2.57M +60,556 New
HFM
2053
Hartford Financial Management
Connecticut
$2.88M +$494K +11,656 +24%
PGA
2054
Portland Global Advisors
Maine
$2.87M +$10.9K +256 +0.4%
MFS
2055
Monetta Financial Services
Illinois
$2.85M -$2.55M -60,000 -50%
MCM
2056
McRae Capital Management
New Jersey
$2.85M -$372K -8,780 -13%
LWM
2057
Lenox Wealth Management
Ohio
$2.85M +$166K +3,916 +7%
SRC
2058
Sage Rhino Capital
California
$2.85M +$2.54M +59,960 New
GCA
2059
Gideon Capital Advisors
New York
$2.84M +$2.54M +59,856 New
BCM
2060
Baltimore Capital Management
Maryland
$2.83M +$2.53M +59,652 New
BWAM
2061
Boyd Watterson Asset Management
Ohio
$2.83M +$24.4K +576 +1%
PA
2062
Planning Alternatives
Michigan
$2.83M -$2.04K -48 -0.1%
TSWM
2063
Triangle Securities Wealth Management
North Carolina
$2.82M +$117K +2,764 +5%
CWM
2064
Chesapeake Wealth Management
Virginia
$2.82M -$142K -3,356 -5%
CBN
2065
Cadence Bank NA
Texas
$2.81M -$28.5K -672 -1%
LCAM
2066
London & Capital Asset Management
United Kingdom
$2.81M +$11.5K +272 +0.5%
Rafferty Asset Management
2067
Rafferty Asset Management
New York
$2.81M +$817K +19,264 +48%
CAM
2068
Costello Asset Management
Pennsylvania
$2.81M -$75.5K -1,780 -3%
TPA
2069
Trivium Point Advisory
Connecticut
$2.8M +$186K +4,392 +8%
NCM
2070
New Capital Management
Texas
$2.8M -$748K -17,624 -23%
GIA
2071
Gladstone Institutional Advisory
Florida
$2.8M +$121K +2,844 +5%
MIH
2072
Meitav Investment House
Israel
$2.8M +$363K +8,568 +17%
IWA
2073
Inspirion Wealth Advisors
Illinois
$2.8M +$64.5K +1,520 +3%
FWM
2074
Fairhaven Wealth Management
Illinois
$2.79M +$118K +2,788 +5%
FPA
2075
First Pacific Advisors
California
$2.79M -$868K -20,468 -26%

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.