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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
GIM
2426
Groesbeck Investment Management
New Jersey
$1.48M
AFA
2427
Abacus FCF Advisors
Florida
$1.48M +$62.9K +1,484 +5%
GAM
2428
Gemmer Asset Management
California
$1.48M -$20.4K -480 -2%
PAG
2429
Pinnacle Advisory Group
Maryland
$1.47M +$36.1K +852 +3%
CAGAS
2430
Capital Advisory Group Advisory Services
Minnesota
$1.47M -$207K -4,880 -14%
CWM
2431
Connecticut Wealth Management
Connecticut
$1.47M +$87.2K +2,056 +7%
CCP
2432
Clarkston Capital Partners
Michigan
$1.46M -$60.9K -1,436 -4%
CF
2433
Corrigan Financial
Rhode Island
$1.46M +$441K +10,400 +51%
PWPS
2434
Pinnacle Wealth Planning Services
Ohio
$1.46M -$102K -2,396 -7%
PCFFS
2435
Pacific Center for Financial Services
California
$1.46M +$13.7K +324 +1%
CFG
2436
CMC Financial Group
Georgia
$1.45M +$225K +5,304 +21%
EWF
2437
Epstein & White Financial
California
$1.44M +$159K +3,756 +14%
BWL
2438
Bogart Wealth LLC
Virginia
$1.44M +$174K +4,108 +16%
SLG
2439
Stanley-Laman Group
Pennsylvania
$1.44M +$40.6K +956 +3%
CAM
2440
Concorde Asset Management
Michigan
$1.44M +$174K +4,112 +16%
DAM
2441
Delta Asset Management
Tennessee
$1.43M -$367K -8,644 -22%
SIS
2442
Sound Income Strategies
Florida
$1.43M +$132K +3,108 +12%
UM
2443
Ulysses Management
New York
$1.43M +$1.27M +30,000 New
PLFAM
2444
Pineno Levin & Ford Asset Management
Virginia
$1.42M +$2.54K +60 +0.2%
KLI
2445
Kelman-Lazarov Inc
Tennessee
$1.42M -$211K -4,972 -14%
CWA
2446
Cypress Wealth Advisors
California
$1.42M -$127K -2,988 -9%
MC
2447
Matisse Capital
Oregon
$1.42M -$17K -400 -1%
WCM
2448
Weik Capital Management
Pennsylvania
$1.41M -$99.4K -2,344 -7%
TFF
2449
The Family Firm
Maryland
$1.4M -$10.7K -252 -0.8%
MWPCG
2450
Measured Wealth Private Client Group
New Hampshire
$1.4M +$11.2K +264 +0.9%

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.