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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
JWM
2251
Jupiter Wealth Management
Colorado
$2.13M +$1.77M +41,748 New
SFG
2252
Summit Financial Group
West Virginia
$2.13M +$8.31K +196 +0.4%
Capstone Investment Advisors
2253
Capstone Investment Advisors
New York
$2.12M -$34.4M -812,020 -95%
MC
2254
Miles Capital
Iowa
$2.12M -$73K -1,720 -4%
CWM
2255
Concentrum Wealth Management
California
$2.11M +$119K +2,808 +7%
WCM
2256
Wunderlich Capital Managemnt
Tennessee
$2.1M +$34.8K +820 +2%
KA
2257
KLCM Advisors
Wisconsin
$2.1M -$224K -5,280 -11%
BMCM
2258
Bryn Mawr Capital Management
Pennsylvania
$2.1M -$20.4K -480 -1%
SHA
2259
Seneca House Advisors
Virginia
$2.1M +$126K +2,980 +7%
FIM
2260
Fruth Investment Management
Texas
$2.09M -$16.3K -384 -0.9%
1NWS
2261
1 North Wealth Services
Maryland
$2.09M +$29.5K +696 +2%
RA
2262
Royce & Associates
New York
$2.09M -$1.7M -40,000 -48%
MBT
2263
Monroe Bank & Trust
Michigan
$2.09M -$62.3K -1,468 -3%
FA
2264
FMA Advisory
Pennsylvania
$2.09M +$5.94K +140 +0.3%
WCWM
2265
Willow Creek Wealth Management
California
$2.08M +$4.07K +96 +0.2%
HCIA
2266
Hochman Cole Investment Advisors
Illinois
$2.08M +$17K +400 +0.9%
LSCM
2267
LaSalle Street Capital Management
Illinois
$2.07M
WPW
2268
Winthrop Partners - WNY
New York
$2.07M +$278K +6,556 +18%
KFP
2269
Keystone Financial Planning
Ohio
$2.06M
AWS
2270
AJ Wealth Strategies
New York
$2.04M -$204K -4,816 -10%
LBD
2271
Landsberg Bennett & Dubbaneh
Florida
$2.04M +$228K +5,368 +15%
TFGT
2272
TS Financial Group (TSFG)
Illinois
$2.04M +$1.82M +42,896 New
VLKIM
2273
Van Lanschot Kempen Investment Management
Netherlands
$2.04M +$1.82M +42,904 New
FCB
2274
First Command Bank
Texas
$2.04M +$70.8K +1,668 +4%
FCFS
2275
First Command Financial Services
Texas
$2.04M +$70.8K +1,668 +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.