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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
SIM
2101
Stratos Investment Management
Ohio
$2.7M +$2.41M +56,932 New
SH
2102
Svenska Handelsbanken
Sweden
$2.7M +$84.8K +2,000 +4%
NPP
2103
New Potomac Partners
Maryland
$2.7M -$46.7K -1,100 -2%
PL
2104
Perpetual Ltd
Australia
$2.69M
GWCM
2105
Godshalk Welsh Capital Management
Pennsylvania
$2.69M -$68.7K -1,620 -3%
HFA
2106
High Falls Advisors
New York
$2.69M +$377K +8,880 +19%
DM
2107
Diker Management
New York
$2.68M +$1.36K +32 +0.1%
DRD
2108
Dennis R. Delaney
$2.68M +$32.7K +772 +1%
GAMC
2109
Garner Asset Management Corp
Texas
$2.68M +$202K +4,756 +9%
SNBOSCI
2110
Security National Bank of Sioux City Iowa
Iowa
$2.68M +$53.1K +1,252 +2%
OPTFSNA
2111
Old Point Trust & Financial Services N A
Virginia
$2.67M +$716K +16,880 +43%
OWP
2112
Obermeyer Wealth Partners
Colorado
$2.66M +$198K +4,668 +9%
NJBEST
2113
New Jersey Better Educational Savings Trust
New Jersey
$2.66M -$611K -14,400 -20%
W
2114
Wealthquest
Ohio
$2.65M +$45.6K +1,076 +2%
BFPW
2115
BOK Financial Private Wealth
Colorado
$2.65M -$114K -2,692 -5%
IA
2116
Independence Advisors
Pennsylvania
$2.64M +$98.9K +2,332 +4%
HAM
2117
Hammer Asset Management
California
$2.64M -$10K -236 -0.4%
GTAM
2118
Global Trust Asset Management
Florida
$2.64M +$352K +8,292 +18%
MIC
2119
Meridian Investment Counsel
California
$2.64M +$34.3K +808 +1%
AAM
2120
Ascension Asset Management
New York
$2.62M -$20.4K -480 -0.9%
CC
2121
Claybrook Capital
Massachusetts
$2.62M +$1.57M +36,944 +203%
OPA
2122
Old Port Advisors
Maine
$2.61M -$5.94K -140 -0.3%
BE
2123
Bonness Enterprises
District of Columbia
$2.61M
LMIM
2124
Lockheed Martin Investment Management
Maryland
$2.6M
MM
2125
Meridian Management
Arkansas
$2.59M -$12.4K -292 -0.5%

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.