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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
RTC
2151
Riverview Trust Company
Washington
$2.49M
S
2152
Surevest
California
$2.48M +$153K +3,604 +7%
F
2153
F3Logic
Minnesota
$2.48M +$726K +17,112 +49%
LC
2154
Lavaca Capital
Texas
$2.47M +$39K +920 +2%
AWA
2155
Alaska Wealth Advisors
Alaska
$2.47M -$13.1K -308 -0.6%
AIA
2156
Alera Investment Advisors
Illinois
$2.47M -$676K -15,944 -23%
IP
2157
Intellectus Partners
California
$2.46M -$238K -5,616 -10%
AAM
2158
American Asset Management
Florida
$2.46M +$29.9K +704 +1%
GLI
2159
Guardian Life Insurance
New York
$2.45M -$13.2K -312 -0.6%
BCA
2160
Berman Capital Advisors
Georgia
$2.45M -$453K -10,680 -17%
CASB
2161
Cape Ann Savings Bank
Massachusetts
$2.44M -$19.5K -460 -0.9%
SLT
2162
St Louis Trust
Missouri
$2.44M
FCM
2163
Force Capital Management
New York
$2.43M
BOE
2164
Bank of Edwardsville
Illinois
$2.43M +$2.17M +51,180 New
BCC
2165
Baines Creek Capital
Texas
$2.43M -$2.17M -51,080 -50%
EHWM
2166
Eads & Heald Wealth Management
Georgia
$2.41M +$9.5K +224 +0.4%
PI
2167
Pettee Investors
Connecticut
$2.41M -$70.4K -1,660 -3%
NCM
2168
Noesis Capital Mangement
Florida
$2.41M -$259K -6,100 -11%
SIA
2169
Strategic Investment Advisors
Michigan
$2.4M +$249K +5,868 +13%
BFG
2170
Barber Financial Group
Kansas
$2.4M +$73.3K +1,728 +4%
BCA
2171
Bay Colony Advisors
Massachusetts
$2.4M -$314K -7,396 -13%
HH
2172
HWG Holdings
Texas
$2.4M +$2.01M +47,500 +1,530%
ECM
2173
Ensemble Capital Management
California
$2.4M -$2.87M -67,624 -57%
CCM
2174
Cox Capital Management
Massachusetts
$2.4M +$37.5K +884 +2%
ATPW
2175
Ashton Thomas Private Wealth
Arizona
$2.39M +$2.14M +50,412 New

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.