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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
AWM
2376
Affinity Wealth Management
Delaware
$1.66M -$62.1K -1,464 -4%
SWAG
2377
Spectrum Wealth Advisory Group
California
$1.64M +$1.47M +34,628 New
CWM
2378
Cordatus Wealth Management
Pennsylvania
$1.63M +$645K +15,204 +79%
RPGK
2379
Retirement Planning Group (Kansas)
Kansas
$1.63M -$47.3K -1,116 -3%
AWA
2380
AmeriServ Wealth Advisors
Pennsylvania
$1.63M -$10.7K -252 -0.7%
FNBOSM
2381
First National Bank of South Miami
Florida
$1.63M -$61.3K -1,444 -4%
AAM
2382
Auxier Asset Management
Oregon
$1.62M +$148K +3,500 +11%
EDRIA
2383
Edmonds Duncan Registered Investment Advisors
Kansas
$1.62M -$46.3K -1,092 -3%
TWI
2384
Thomas White International
Illinois
$1.62M +$14.4K +340 +1%
EWM
2385
Elmwood Wealth Management
California
$1.62M -$1.12M -26,356 -44%
ME
2386
McIlrath & Eck
Washington
$1.61M +$62.3K +1,468 +5%
BMM
2387
Buffington Mohr McNeal
Idaho
$1.61M +$12.4K +292 +0.9%
DAC
2388
Dividend Assets Capital
South Carolina
$1.61M -$45K -1,060 -3%
BWA
2389
Burt Wealth Advisors
Maryland
$1.61M
MIM
2390
Miller Investment Management
Pennsylvania
$1.6M -$359K -8,456 -20%
ECM
2391
Element Capital Management
New York
$1.6M +$1.43M +33,624 New
GCM
2392
Glynn Capital Management
California
$1.6M
LFG
2393
Larson Financial Group
Missouri
$1.59M -$96.2K -2,268 -6%
WCM
2394
Windsor Capital Management
Arizona
$1.59M -$65K -1,532 -4%
IAM
2395
Integre Asset Management
New York
$1.59M +$93.3K +2,200 +7%
GWAG
2396
Garrett Wealth Advisory Group
Texas
$1.58M -$6.28K -148 -0.4%
SQA
2397
Simon Quick Advisors
New Jersey
$1.58M +$17.3K +408 +1%
MSS
2398
Mitchell Sinkler & Starr
Pennsylvania
$1.58M +$8.48K +200 +0.6%
PW
2399
Price Wealth
Texas
$1.58M
BFWA
2400
Benchmark Financial Wealth Advisors
Florida
$1.57M -$93.7K -2,208 -6%

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.