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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
CCM
2301
Coe Capital Management
Illinois
$1.93M -$50.3K -1,032 -3%
VLC
2302
Van Leeuwen & Company
New Jersey
$1.93M -$52.6K -1,080 -3%
EA
2303
Emerald Advisers
Pennsylvania
$1.93M +$585 +12 +0%
MCIA
2304
Mountain Capital Investment Advisors
Colorado
$1.93M +$68.2K +1,400 +4%
BFWA
2305
Benchmark Financial Wealth Advisors
Florida
$1.92M +$281K +5,768 +17%
RCM
2306
Requisite Capital Management
Texas
$1.92M -$101K -2,080 -5%
AA
2307
Advisory Alpha
Michigan
$1.92M +$11.7K +240 +0.6%
W
2308
WealthStone
Ohio
$1.92M +$1.89M +38,816 New
BCP
2309
Berkeley Capital Partners
Georgia
$1.91M -$54.8K -1,124 -3%
CA
2310
Cortland Associates
Missouri
$1.91M -$7.99K -164 -0.4%
MC
2311
Miles Capital
Iowa
$1.9M -$307K -6,300 -14%
TI
2312
Trexquant Investment
Connecticut
$1.9M -$9.37M -192,320 -83%
MAA
2313
Mraz Amerine & Associates
California
$1.9M -$146K -3,004 -7%
FCM
2314
Force Capital Management
New York
$1.89M -$630K -12,932 -25%
S
2315
Surevest
California
$1.89M -$688K -14,128 -27%
PHAM
2316
Palisades Hudson Asset Management
Florida
$1.87M -$181K -3,708 -9%
KWA
2317
KCS Wealth Advisory
California
$1.86M -$2.14K -44 -0.1%
AAM
2318
Auxier Asset Management
Oregon
$1.85M +$161K +3,300 +10%
CAM
2319
CenterStar Asset Management
Illinois
$1.85M
TWA
2320
Tillar-Wenstrup Advisors
Ohio
$1.84M -$17.7K -364 -1%
TPW
2321
Tiller Private Wealth
Pennsylvania
$1.84M -$49.7K -1,020 -3%
JDR
2322
Jay D. Rosenbaum
$1.84M -$47.8K -980 -3%
SP
2323
SWS Partners
Ohio
$1.84M +$1.75M +35,836 New
HDIM
2324
Hanson & Doremus Investment Management
Vermont
$1.84M -$99K -2,032 -5%
MSS
2325
Mitchell Sinkler & Starr
Pennsylvania
$1.84M +$186K +3,820 +11%

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.