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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
ER
2351
Enlightenment Research
Florida
$1.77M -$3.02M -71,160 -66%
IC
2352
Inscription Capital
Texas
$1.76M
EWA
2353
ERTS Wealth Advisors
Michigan
$1.76M +$253K +5,968 +19%
HC
2354
Hamilton Capital
Ohio
$1.75M +$38.3K +904 +3%
PG
2355
Proffitt & Goodson
Tennessee
$1.73M +$7.97K +188 +0.5%
RCS
2356
Retirement Capital Strategies
California
$1.73M +$53.8K +1,268 +4%
DM
2357
Delphi Management
Massachusetts
$1.73M -$381K -8,976 -20%
ADBIC
2358
A.D. Beadell Investment Counsel
Wisconsin
$1.73M +$50.9K +1,200 +3%
PWM
2359
PRW Wealth Management
Massachusetts
$1.72M +$15.4K +364 +1%
WA
2360
Wambolt & Associates
Colorado
$1.72M +$29K +684 +2%
CCM
2361
Community Capital Management
Florida
$1.71M -$764K -18,000 -33%
FMTCOCP
2362
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.71M +$79.2K +1,868 +5%
SIM
2363
SSI Investment Management
California
$1.69M -$250K -5,904 -14%
CI
2364
Capital International
California
$1.69M +$239K +5,628 +19%
PCMC
2365
Paragon Capital Management (Colorado)
Colorado
$1.68M -$27.1K -640 -2%
EIG
2366
Ellenbecker Investment Group
Wisconsin
$1.68M +$20.7K +488 +1%
MCIA
2367
Mountain Capital Investment Advisors
Colorado
$1.68M +$136K +3,208 +10%
MNG
2368
Manning & Napier Group
New York
$1.68M -$306K -7,220 -17%
CCM
2369
CWH Capital Management
Washington
$1.68M +$509 +12 +0%
VDFA
2370
Vickerman & Driscoll Financial Advisors
Washington
$1.67M -$50.2K -1,184 -3%
MCM
2371
Mork Capital Management
California
$1.67M
LDFR
2372
Lehman & Derafelo Financial Resources
Pennsylvania
$1.67M +$12.7K +300 +0.9%
JMH
2373
J.M. Hartwell
New York
$1.66M +$78K +1,840 +6%
ACM
2374
AlphaStar Capital Management
North Carolina
$1.66M +$89.6K +2,112 +6%
MFP
2375
Meridian Financial Partners
Virginia
$1.66M +$1.87K +44 +0.1%

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.