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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
SCM
2276
Smith Capital Management
Arkansas
$2.04M +$129K +3,040 +8%
SG
2277
Somerset Group
Minnesota
$2.03M +$2.38K +56 +0.1%
HPWM
2278
Highland Private Wealth Management
Washington
$2.03M -$44.1K -1,040 -2%
CCM
2279
Carlson Capital Management
Minnesota
$2.02M +$192K +4,536 +12%
CB
2280
CNB Bank
Pennsylvania
$2.02M +$105K +2,468 +6%
GCMG
2281
Gyroscope Capital Management Group
Florida
$2.02M -$504K -11,884 -23%
AL
2282
Arnhold LLC
New York
$2.02M
IWA
2283
Intercontinental Wealth Advisors
Texas
$2M -$341K -8,040 -16%
TAM
2284
Tealwood Asset Management
Minnesota
$2M -$50.7K -1,196 -3%
FCIM
2285
Fairview Capital Investment Management
California
$1.99M -$107K -2,520 -6%
PGAM
2286
Princeton Global Asset Management
New Jersey
$1.99M +$212K +5,000 +14%
HWA
2287
HHM Wealth Advisors
Tennessee
$1.99M +$306K +7,220 +21%
MFG
2288
Merit Financial Group
Georgia
$1.98M +$79.9K +1,884 +5%
BDCM
2289
Black Diamond Capital Management
Connecticut
$1.98M +$1.77M +41,632 New
NCM
2290
Northwest Capital Management
Oregon
$1.98M -$28.3K -668 -2%
DCM
2291
Dimension Capital Management
Florida
$1.98M -$15.4K -364 -0.9%
PHAM
2292
Palisades Hudson Asset Management
Florida
$1.97M -$637K -15,024 -27%
UA
2293
Unison Advisors
District of Columbia
$1.97M +$8.31K +196 +0.5%
MAA
2294
Mraz Amerine & Associates
California
$1.97M -$40.4K -952 -2%
SA
2295
Sicart Associates
New York
$1.96M
CIC
2296
Chilton Investment Company
Connecticut
$1.95M -$19.7M -464,956 -92%
LI
2297
Longer Investments
Arkansas
$1.95M -$369K -8,696 -17%
9WM
2298
9258 Wealth Management
Ohio
$1.95M -$276K -6,504 -14%
TF
2299
TimeScale Financial
Massachusetts
$1.95M -$8.48K -200 -0.5%
PBO
2300
Peoples Bank (Ohio)
Ohio
$1.95M -$43.4K -1,024 -2%

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.