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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
RS
2201
Robeco Schweiz
Switzerland
$2.28M -$1.87M -44,000 -48%
IIM
2202
Intact Investment Management
Quebec, Canada
$2.28M +$170K +4,000 +9%
CCM
2203
Check Capital Management
California
$2.28M -$220K -5,192 -10%
RCM
2204
Radnor Capital Management
Pennsylvania
$2.27M
FI
2205
Financial Insights
Washington
$2.27M -$10K -236 -0.5%
CAG
2206
Csenge Advisory Group
Florida
$2.27M -$6.28K -148 -0.3%
CL
2207
CSS LLC
Illinois
$2.26M +$424K +10,000 +27%
RTS
2208
Round Table Services
New Jersey
$2.26M +$45.1K +1,064 +2%
PIM
2209
Profit Investment Management
Maryland
$2.25M
AIC
2210
Archer Investment Corporation
Indiana
$2.25M +$182K +4,300 +10%
MSA
2211
Marino Stram & Associates
Massachusetts
$2.25M +$36.8K +868 +2%
ODCM
2212
Old Dominion Capital Management
Virginia
$2.24M +$44.3K +1,044 +3%
VDI
2213
Vaughan David Investments
Illinois
$2.24M +$68.2K +1,608 +4%
SAM
2214
Summit Asset Management
Tennessee
$2.23M -$24.8K -584 -1%
TA
2215
TCG Advisors
Texas
$2.23M +$414K +9,752 +26%
AIA
2216
Angeles Investment Advisors
California
$2.23M +$1.06M +24,876 +113%
SWRP
2217
Summit Wealth & Retirement Planning
California
$2.22M +$1.98M +46,792 New
EF
2218
Empirical Finance
Pennsylvania
$2.22M -$1.01M -23,764 -34%
AF
2219
Affiance Financial
Minnesota
$2.22M +$848 +20 +0%
BMA
2220
Brooks Moore & Associates
Tennessee
$2.22M +$290K +6,840 +17%
GEA
2221
Glen Eagle Advisors
New Jersey
$2.22M +$163K +3,840 +9%
AIP
2222
Almanack Investment Partners
Pennsylvania
$2.22M +$326K +7,696 +20%
OCM
2223
Orser Capital Management
Texas
$2.21M +$72.3K +1,704 +4%
BPCA
2224
Bank Pictet & Cie (Asia)
Singapore
$2.21M +$183K +4,316 +10%
PB
2225
Pinnacle Bancorp
Nebraska
$2.2M -$79.2K -1,868 -4%

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.