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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
WCM
2226
Wunderlich Capital Managemnt
Tennessee
$2.22M +$28.3K +580 +1%
SM
2227
Scoggin Management
New York
$2.22M +$2.18M +44,800 New
FBFS
2228
First Business Financial Services
Wisconsin
$2.21M -$9.16K -188 -0.4%
CWM
2229
Concentrum Wealth Management
California
$2.2M +$975 +20 +0%
Dodge & Cox
2230
Dodge & Cox
California
$2.19M -$257K -5,280 -11%
WCWM
2231
Willow Creek Wealth Management
California
$2.19M +$21.6K +444 +1%
NIT
2232
NumerixS Investment Technologies
British Columbia, Canada
$2.19M -$658K -13,504 -23%
BHWM
2233
Bay Harbor Wealth Management
Maryland
$2.19M -$299K -6,128 -12%
IC
2234
Inscription Capital
Texas
$2.19M +$399K +8,196 +22%
AIP
2235
Ahrens Investment Partners
Louisiana
$2.18M -$57.9K -1,188 -3%
FIM
2236
Fruth Investment Management
Texas
$2.17M -$4.09K -84 -0.2%
TA
2237
TCG Advisors
Texas
$2.17M -$194K -3,980 -8%
RWA
2238
RGT Wealth Advisors
Texas
$2.17M +$716K +14,700 +50%
JFA
2239
JNBA Financial Advisors
Minnesota
$2.16M +$225K +4,624 +12%
LSCM
2240
LaSalle Street Capital Management
Illinois
$2.16M
CI
2241
CX Institutional
Indiana
$2.15M +$729K +14,956 +52%
KFP
2242
Keystone Financial Planning
Ohio
$2.14M
FA
2243
FMA Advisory
Pennsylvania
$2.14M -$33.7K -692 -2%
APTFM
2244
AGUR Provident & Training Funds Management
Israel
$2.14M
SFG
2245
Summit Financial Group
West Virginia
$2.13M -$80.9K -1,660 -4%
HCIA
2246
Hochman Cole Investment Advisors
Illinois
$2.13M -$34.7K -712 -2%
SCM
2247
Smith Capital Management
Arkansas
$2.13M +$4.87K +100 +0.2%
SG
2248
Somerset Group
Minnesota
$2.12M +$5.26K +108 +0.3%
B
2249
Bridgeworth
Alabama
$2.12M -$140K -2,872 -6%
LFG
2250
Larson Financial Group
Missouri
$2.12M +$452K +9,272 +28%

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.