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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
ECM
2351
Ensemble Capital Management
California
$1.74M -$753K -15,456 -31%
WCM
2352
Wedge Capital Management
North Carolina
$1.74M +$514K +10,556 +43%
DAC
2353
Dividend Assets Capital
South Carolina
$1.73M +$58.5K +1,200 +4%
RPGK
2354
Retirement Planning Group (Kansas)
Kansas
$1.73M +$33.1K +680 +2%
OIWM
2355
OptiFour Integrated Wealth Management
Virginia
$1.73M +$455K +9,336 +36%
AO
2356
Allen Operations
New York
$1.73M +$1.7M +34,960 New
WA
2357
Wambolt & Associates
Colorado
$1.73M +$23.8K +488 +1%
FAN
2358
Financial Advisors Network
California
$1.72M +$15.2K +312 +0.9%
CWM
2359
Cordatus Wealth Management
Pennsylvania
$1.72M +$19.7K +404 +1%
CW
2360
CreativeOne Wealth
Kansas
$1.72M +$1.7M +34,816 New
GHAM
2361
Gilman Hill Asset Management
Connecticut
$1.72M +$93.6K +1,920 +6%
JWM
2362
Jupiter Wealth Management
Colorado
$1.72M -$390K -8,000 -19%
FMTCOCP
2363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.71M -$64.3K -1,320 -4%
EI
2364
Ellevest Inc
New York
$1.71M +$245K +5,024 +18%
AL
2365
Arnhold LLC
New York
$1.7M -$390K -8,000 -19%
PW
2366
Price Wealth
Texas
$1.7M +$54.4K +1,116 +3%
EDRIA
2367
Edmonds Duncan Registered Investment Advisors
Kansas
$1.7M -$24K -492 -1%
PCMC
2368
Paragon Capital Management (Colorado)
Colorado
$1.69M -$64.1K -1,316 -4%
GWAG
2369
Garrett Wealth Advisory Group
Texas
$1.69M +$35.5K +728 +2%
TWI
2370
Thomas White International
Illinois
$1.69M
CHA
2371
Cooper/Haims Advisors
New York
$1.68M -$581K -11,916 -26%
EIG
2372
Ellenbecker Investment Group
Wisconsin
$1.68M -$69.8K -1,432 -4%
BWA
2373
Burt Wealth Advisors
Maryland
$1.67M
PWM
2374
PRW Wealth Management
Massachusetts
$1.67M -$117K -2,404 -7%
SA
2375
Shilanski & Associates
Alaska
$1.67M +$1.64M +33,716 New

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.