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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
HC
2101
HNP Capital
New York
$2.68M -$14.6K -300 -0.6%
VRM
2102
Vectors Research Management
New York
$2.68M -$14.6K -300 -0.6%
FNBOH
2103
First National Bank of Hutchinson
Kansas
$2.68M +$35.5K +728 +1%
NWS
2104
Newport Wealth Strategies
California
$2.67M -$199K -4,088 -7%
OIM
2105
Opus Investment Management
Massachusetts
$2.67M
WAAG
2106
Wealth Alliance Advisory Group
Kansas
$2.67M +$133K +2,732 +6%
RGNCM
2107
R.G. Niederhoffer Capital Management
New York
$2.67M +$2.26M +46,400 +611%
BCM
2108
Bayesian Capital Management
New York
$2.67M +$2.63M +53,996 New
HPWM
2109
Highland Private Wealth Management
Washington
$2.66M +$541K +11,108 +26%
DR
2110
Davis Rea
Ontario, Canada
$2.63M -$50.1K -1,028 -2%
FAM
2111
Foresters Asset Management
Ontario, Canada
$2.63M -$852K -17,480 -25%
FPA
2112
First Pacific Advisors
California
$2.63M -$273K -5,600 -10%
CIM
2113
CIM Investment Management
Pennsylvania
$2.63M -$1.14M -23,316 -30%
DI
2114
DAGCO Inc
Ohio
$2.63M -$14.6K -300 -0.6%
W
2115
WealthOne
New York
$2.63M +$2.33M +47,792 +898%
SCP
2116
Syntal Capital Partners
Texas
$2.62M +$1.32M +27,012 +104%
AIP
2117
Almanack Investment Partners
Pennsylvania
$2.62M +$303K +6,224 +13%
BFG
2118
Barber Financial Group
Kansas
$2.62M +$109K +2,228 +4%
SFG
2119
StrategIQ Financial Group
Indiana
$2.61M -$62.2K -1,276 -2%
HCM
2120
Hall Capital Management
Rhode Island
$2.61M -$472K -9,692 -16%
PFM
2121
Peak Financial Management
Massachusetts
$2.6M +$102K +2,088 +4%
JGUA
2122
John G. Ullman & Associates
New York
$2.6M +$1.2M +24,556 +88%
RTC
2123
Riverview Trust Company
Washington
$2.6M
BWP
2124
BSW Wealth Partners
Colorado
$2.59M +$583K +11,960 +30%
WCM
2125
Wisconsin Capital Management
Wisconsin
$2.59M +$2.02M +41,552 +387%

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.