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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
FCA
2076
FLC Capital Advisors
California
$2.79M +$583K +13,752 +31%
IIC
2077
Integrated Investment Consultants
Michigan
$2.78M -$2.71K -64 -0.1%
PI
2078
PHH Investments
Texas
$2.78M +$7.46K +176 +0.3%
JF
2079
JSF Financial
California
$2.78M +$77.2K +1,820 +3%
CP
2080
Camelot Portfolios
Ohio
$2.78M +$158K +3,716 +7%
PGWM
2081
Parisi Gray Wealth Management
New Jersey
$2.78M -$7.97K -188 -0.3%
WPA
2082
West Paces Advisors
Georgia
$2.77M -$8.65K -204 -0.3%
FAM
2083
Foothills Asset Management
Arizona
$2.77M -$8.48K -200 -0.3%
WOC
2084
West Oak Capital
California
$2.77M +$40.7K +960 +2%
NWS
2085
Newport Wealth Strategies
California
$2.77M +$521K +12,288 +28%
TVWM
2086
Tower View Wealth Management
Wisconsin
$2.76M +$45.1K +1,064 +2%
BWM
2087
BerganKDV Wealth Management
Minnesota
$2.76M +$165K +3,888 +7%
FC
2088
Fayerweather Charles
$2.76M -$98.1K -2,312 -4%
OIM
2089
Orca Investment Management
Oregon
$2.74M -$51.1K -1,204 -2%
FSC
2090
Full Sail Capital
Oklahoma
$2.73M -$522K -12,316 -18%
ACM
2091
Allred Capital Management
Texas
$2.73M -$231K -5,444 -9%
ONST
2092
Old North State Trust
North Carolina
$2.73M -$20.4K -480 -0.8%
TIM
2093
Thompson Investment Management
Wisconsin
$2.73M +$21.5K +508 +0.9%
FUBT
2094
First United Bank & Trust
Maryland
$2.73M +$7.13K +168 +0.3%
NIT
2095
NumerixS Investment Technologies
British Columbia, Canada
$2.73M -$1.18M -27,788 -32%
RW
2096
REDW Wealth
New Mexico
$2.72M -$48.2K -1,136 -2%
AWM
2097
Apollon Wealth Management
South Carolina
$2.72M +$113K +2,660 +5%
SMH
2098
Sanders Morris Harris
Texas
$2.71M +$39.9K +940 +2%
BWM
2099
BigSur Wealth Management
Florida
$2.71M +$42.4K +1,000 +2%
WAP
2100
Wealthcare Advisory Partners
Pennsylvania
$2.7M +$90.3K +2,128 +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.