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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
CAGAS
2426
Capital Advisory Group Advisory Services
Minnesota
$1.48M -$59.6K -1,224 -4%
IWA
2427
Intercontinental Wealth Advisors
Texas
$1.47M -$602K -12,356 -29%
WCM
2428
Weld Capital Management
New York
$1.47M -$1.94M -39,884 -57%
AWS
2429
AJ Wealth Strategies
New York
$1.47M -$594K -12,192 -28%
WCM
2430
Weik Capital Management
Pennsylvania
$1.46M -$975 -20 -0.1%
AWMG
2431
Alliance Wealth Management Group
New Jersey
$1.46M +$24.4K +500 +2%
SIS
2432
Sound Income Strategies
Florida
$1.46M -$25.9K -532 -2%
LFA
2433
Landmark Financial Advisors
Kentucky
$1.46M +$10.3K +212 +0.7%
CCP
2434
Clarkston Capital Partners
Michigan
$1.45M -$69.4K -1,424 -5%
NICM
2435
Neo Ivy Capital Management
New York
$1.44M +$1.42M +29,184 New
TFF
2436
The Family Firm
Maryland
$1.44M -$17.9K -368 -1%
VCM
2437
Versant Capital Management
Arizona
$1.44M -$140K -2,876 -9%
MC
2438
Matisse Capital
Oregon
$1.43M -$41.5K -852 -3%
PFT
2439
Providence First Trust
Arizona
$1.42M
AAP
2440
Arax Advisory Partners
Colorado
$1.4M +$1.38M +28,348 New
CMANY
2441
Capital Management Associates (New York)
New York
$1.4M -$183K -3,760 -12%
AGU
2442
Alpine Group USVI
U.S. Virgin Islands
$1.4M -$472K -9,696 -26%
SP
2443
Successful Portfolios
Florida
$1.4M -$14.6K -300 -1%
JPLA
2444
Joseph P. Lucia & Associates
New York
$1.4M -$212M -4,341,036 -99%
KLI
2445
Kelman-Lazarov Inc
Tennessee
$1.4M -$80.1K -1,644 -6%
NEGWA
2446
New England Guild Wealth Advisors
Connecticut
$1.4M +$43.5K +892 +3%
CAL
2447
Capital Advisors Ltd
Ohio
$1.39M -$8.19K -168 -0.6%
AFA
2448
Abacus FCF Advisors
Florida
$1.39M -$155K -3,180 -10%
AFA
2449
American Financial Advisors
Georgia
$1.39M -$24.9K -512 -2%
PC
2450
Peavine Capital
Nevada
$1.39M +$5.46K +112 +0.4%

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.