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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
CAM
201
ClariVest Asset Management
California
$189M -$28.7M -676,356 -15%
CB
202
Commerce Bank
Missouri
$186M +$1.64M +38,596 +1%
AC
203
Alleghany Corporation
New York
$185M
Federated Hermes
204
Federated Hermes
Pennsylvania
$183M -$607K -14,304 -0.4%
AIA
205
Avalon Investment & Advisory
Texas
$182M +$9.97M +235,136 +7%
JIM
206
Jupiter Investment Management
United Kingdom
$182M -$4.34M -102,384 -3%
TRSOTSOK
207
Teachers Retirement System of the State of Kentucky
Kentucky
$181M -$3.59M -84,636 -2%
SC
208
Scotia Capital
Ontario, Canada
$174M +$10.5M +247,628 +7%
ZIG
209
Zurich Insurance Group
Switzerland
$174M +$13.3M +313,728 +9%
PC
210
Polar Capital
United Kingdom
$171M -$37.2M -877,128 -20%
URS
211
Utah Retirement Systems
Utah
$170M -$92.5K -2,180 -0.1%
HTC
212
Haverford Trust Company
Pennsylvania
$170M +$3.03M +71,332 +2%
SLAM
213
Swiss Life Asset Management
$170M +$27.8M +655,892 +23%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$169M +$58.9K +1,388 +0%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$168M -$4.45M -104,980 -3%
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$166M +$135M +3,181,868 +1,014%
TPSF
217
Texas Permanent School Fund
Texas
$166M -$5.99M -141,176 -4%
UIM
218
USS Investment Management
United Kingdom
$165M
HMC
219
Harvard Management Company
Massachusetts
$165M -$29M -683,376 -16%
ASRS
220
Arizona State Retirement System
Arizona
$163M -$11.2M -264,460 -7%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$163M -$84.7M -1,996,048 -37%
NA
222
Neuburgh Advisers
California
$162M -$1.99M -46,992 -1%
Primecap Management
223
Primecap Management
California
$162M +$5.21M +122,800 +4%
SDIC
224
South Dakota Investment Council
South Dakota
$161M +$11.4M +268,624 +9%
XK
225
Xact Kapitalforvaltning
Sweden
$159M -$6.31M -148,672 -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.