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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
PFM
2176
Peak Financial Management
Massachusetts
$2.39M -$55K -1,296 -3%
BHWM
2177
Bay Harbor Wealth Management
Maryland
$2.39M -$2.38K -56 -0.1%
BCFS
2178
Butensky & Cohen Financial Security
Florida
$2.37M +$312K +7,352 +17%
EA
2179
Elm Advisors
California
$2.37M -$5.43K -128 -0.3%
HFA
2180
Hoover Financial Advisors
Pennsylvania
$2.36M -$4.24K -100 -0.2%
O
2181
Ossiam
France
$2.36M -$27.3M -644,232 -93%
Dodge & Cox
2182
Dodge & Cox
California
$2.35M -$373K -8,800 -15%
PW
2183
Peninsula Wealth
California
$2.35M -$32.6K -768 -2%
LFA
2184
Legacy Financial Advisors
Kentucky
$2.35M +$340K +8,012 +19%
CA
2185
Crewe Advisors
Utah
$2.34M -$498K -11,740 -19%
GPA
2186
Garrison Point Advisors
California
$2.33M +$109K +2,576 +6%
MCM
2187
MV Capital Management
Maryland
$2.33M -$49.7K -1,172 -2%
JA
2188
JOYN Advisors
Georgia
$2.33M -$1.34M -31,588 -39%
ACM
2189
Ativo Capital Management
Illinois
$2.33M -$16.6K -392 -0.8%
LWA
2190
Lenox Wealth Advisors
New York
$2.32M -$47.5K -1,120 -2%
CIA
2191
Cascade Investment Advisors
Oregon
$2.31M +$5.94K +140 +0.3%
MSFP
2192
Mark Sheptoff Financial Planning
Connecticut
$2.31M -$110K -2,592 -5%
NWM
2193
Northwest Wealth Management
Iowa
$2.31M +$93.7K +2,208 +5%
CQS
2194
Credential Qtrade Securities
$2.3M -$288K -6,792 -12%
AWE
2195
Avidian Wealth Enterprises
Texas
$2.3M +$223K +5,256 +12%
PWA
2196
Providence Wealth Advisors
Illinois
$2.29M +$224K +5,284 +12%
TC
2197
TAP Consulting
Missouri
$2.29M +$2.05M +48,232 New
DLG
2198
Daniel L. Goodwin
$2.29M +$1.7M +40,000 +488%
NERM
2199
New England Research & Management
Illinois
$2.29M -$73.8K -1,740 -3%
FFC
2200
First Financial Corp
Indiana
$2.28M +$173K +4,084 +9%

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.