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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
MWA
2076
Meridian Wealth Advisors
Texas
$2.78M +$30K +616 +1%
SNBOSCI
2077
Security National Bank of Sioux City Iowa
Iowa
$2.77M -$15.6K -320 -0.6%
TRCT
2078
Tower Research Capital (TRC)
New York
$2.77M -$11.9M -244,660 -81%
FWM
2079
Fairhaven Wealth Management
Illinois
$2.77M -$144K -2,960 -5%
RA
2080
Rational Advisors
New York
$2.76M -$1.97M -40,332 -42%
PGAM
2081
Princeton Global Asset Management
New Jersey
$2.75M +$675K +13,856 +33%
GWCM
2082
Godshalk Welsh Capital Management
Pennsylvania
$2.75M -$43.9K -900 -2%
MM
2083
Meridian Management
Arkansas
$2.75M +$49.3K +1,012 +2%
HAM
2084
Hammer Asset Management
California
$2.75M -$4.68K -96 -0.2%
BWM
2085
BerganKDV Wealth Management
Minnesota
$2.74M -$130K -2,668 -5%
MIC
2086
Meridian Investment Counsel
California
$2.74M -$5.65K -116 -0.2%
TC
2087
Trust Company
Kansas
$2.74M -$2.88M -59,144 -52%
IMOV
2088
Investment Management of Virginia
Virginia
$2.73M -$1.34M -27,592 -33%
HL
2089
HeadInvest LLC
Maine
$2.73M +$50.3K +1,032 +2%
CAW
2090
Cornerstone Advisors (Washington)
Washington
$2.73M +$121K +2,488 +5%
BE
2091
Bonness Enterprises
District of Columbia
$2.72M
NPP
2092
New Potomac Partners
Maryland
$2.71M -$107K -2,200 -4%
GAM
2093
Gemmer Asset Management
California
$2.7M +$1.14M +23,456 +75%
LBD
2094
Landsberg Bennett & Dubbaneh
Florida
$2.7M +$577K +11,836 +28%
OWP
2095
Obermeyer Wealth Partners
Colorado
$2.7M -$72.5K -1,488 -3%
PL
2096
Plancorp LLC
Missouri
$2.69M -$312K -6,408 -11%
DRD
2097
Dennis R. Delaney
$2.69M -$107K -2,200 -4%
BWAM
2098
Boyd Watterson Asset Management
Ohio
$2.68M -$262K -5,384 -9%
LC
2099
LCNB Corp
Ohio
$2.68M +$71.5K +1,468 +3%
AAM
2100
Ascension Asset Management
New York
$2.68M -$48.7K -1,000 -2%

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.