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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
MWM
2326
Mascoma Wealth Management
New Hampshire
$1.83M -$44K -904 -2%
CI
2327
Capital International
California
$1.83M +$71.5K +1,468 +4%
CAG
2328
Csenge Advisory Group
Florida
$1.83M -$525K -10,776 -23%
SSW
2329
Smith Shellnut Wilson
Mississippi
$1.82M -$63.1K -1,296 -3%
OFW
2330
Omnia Family Wealth
Florida
$1.82M -$170K -3,492 -9%
EWA
2331
ERTS Wealth Advisors
Michigan
$1.81M -$19.5K -400 -1%
VIA
2332
Vident Investment Advisory
Georgia
$1.81M -$153K -3,136 -8%
RS
2333
Robeco Schweiz
Switzerland
$1.8M -$585K -12,000 -25%
PG
2334
Proffitt & Goodson
Tennessee
$1.8M -$8.58K -176 -0.5%
TIM
2335
Total Investment Management
Arizona
$1.79M -$145K -2,984 -8%
PWPS
2336
Pinnacle Wealth Planning Services
Ohio
$1.79M +$273K +5,600 +18%
LDFR
2337
Lehman & Derafelo Financial Resources
Pennsylvania
$1.79M -$1.56K -32 -0.1%
Balyasny Asset Management
2338
Balyasny Asset Management
Illinois
$1.79M +$1.09M +22,332 +162%
ADBIC
2339
A.D. Beadell Investment Counsel
Wisconsin
$1.78M -$14.6K -300 -0.8%
CCM
2340
Community Capital Management
Florida
$1.78M
RCS
2341
Retirement Capital Strategies
California
$1.78M -$26.3K -540 -1%
IDBONY
2342
Israel Discount Bank of New York
New York
$1.77M -$96.7K -1,984 -5%
AEPG
2343
American Economic Planning Group
New Jersey
$1.76M -$166K -3,400 -9%
SIM
2344
SSI Investment Management
California
$1.75M -$7.6K -156 -0.4%
CWM
2345
Connecticut Wealth Management
Connecticut
$1.75M +$221K +4,544 +15%
OMC
2346
Old Mission Capital
Illinois
$1.75M +$1.73M +35,420 New
CG
2347
Cynosure Group
Utah
$1.75M +$1.72M +35,344 New
ACM
2348
AlphaCrest Capital Management
New York
$1.74M +$1.72M +35,224 New
VDFA
2349
Vickerman & Driscoll Financial Advisors
Washington
$1.74M -$2.14K -44 -0.1%
MCM
2350
Mork Capital Management
California
$1.74M

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.