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3,362 hedge funds and large institutions have $778B invested in Apple in 2019 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 918 increasing their positions, 1,785 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

547% more first-time investments, than exits

New positions opened: 453 | Existing positions closed: 70

30% more capital invested

Capital invested by funds: $600B → $778B (+$177B)

18% more funds holding in top 10

Funds holding in top 10: 1,568 → 1,857 (+289)

11% more funds holding

Funds holding: 3,029 → 3,362 (+333)

2.18% more ownership

Funds ownership: 237.48% → 239.66% (+2.2%)

15% less call options, than puts

Call options by funds: $33.6B | Put options by funds: $39.4B

49% less repeat investments, than reductions

Existing positions increased: 918 | Existing positions reduced: 1,785

Holders
3,362
Holders Change
+333
Holders Change %
+10.99%
% of All Funds
66.23%
Holding in Top 10
1,857
Holding in Top 10 Change
+289
Holding in Top 10 Change %
+18.43%
% of All Funds
36.58%
New
453
Increased
918
Reduced
1,785
Closed
70
Calls
$33.6B
Puts
$39.4B
Net Calls
-$5.79B
Net Calls Change
-$4B

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$6.97B
2
JFA
Johanson Financial Advisors
California
+$4.33B
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.3B
4
Barclays
Barclays
United Kingdom
+$572M
5
Morgan Stanley
Morgan Stanley
New York
+$562M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$9.4B
2
MAM
Magellan Asset Management
Australia
-$1.81B
3
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$948M
4
BlackRock
BlackRock
New York
-$623M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$508M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2426
Cordatus Wealth Management
Pennsylvania
$2.83M +$128K +1,992 +5%
CIM
2427
CIM Investment Management
Pennsylvania
$2.83M -$592K -9,204 -19%
EWM
2428
Elmwood Wealth Management
California
$2.83M +$373K +5,800 +18%
RICHC
2429
Renaissance Investment Consultants Holding Company
Pennsylvania
$2.83M +$2.5M +38,852 New
ME
2430
McIlrath & Eck
Washington
$2.83M +$131K +2,036 +6%
PTC
2431
Provident Trust Company
Wisconsin
$2.83M – – –
WCM
2432
Washburn Capital Management
Florida
$2.82M +$2.47M +38,448 New
PG
2433
Proffitt & Goodson
Tennessee
$2.82M +$31.7K +492 +1%
LOIM
2434
Liberty One Investment Management
Illinois
$2.82M +$2.47M +38,380 New
CAG
2435
Csenge Advisory Group
Florida
$2.81M -$206K -3,208 -8%
NWM
2436
Northwest Wealth Management
Iowa
$2.81M -$842K -13,092 -26%
PV
2437
Private Vista
Illinois
$2.8M +$19.6K +304 +0.8%
FP
2438
Fiduciary Planning
Florida
$2.8M +$2.27M +35,220 New
CFG
2439
CMC Financial Group
Georgia
$2.79M -$468K -7,280 -16%
SHA
2440
Seneca House Advisors
Virginia
$2.79M -$221K -3,440 -8%
AAM
2441
Auxier Asset Management
Oregon
$2.79M -$6.43K -100 -0.3%
JFA
2442
JNBA Financial Advisors
Minnesota
$2.79M +$209K +3,256 +9%
PHAM
2443
Palisades Hudson Asset Management
Florida
$2.77M – – –
WR
2444
Watson Rebecca
$2.77M +$2.43M +37,748 New
CAGAS
2445
Capital Advisory Group Advisory Services
Minnesota
$2.77M +$688K +10,688 +40%
GIM
2446
Groesbeck Investment Management
New Jersey
$2.76M -$103K -1,600 -4%
IDBONY
2447
Israel Discount Bank of New York
New York
$2.76M +$42.2K +656 +2%
MPCG
2448
Matrix Private Capital Group
New York
$2.76M +$2.42M +37,544 New
GFPC
2449
Global Financial Private Client
Florida
$2.75M +$2.41M +37,492 New
AP
2450
Americana Partners
Texas
$2.75M +$2.41M +37,444 New
96 97
98
99 100

AAPL Hedge Fund Activity: Q4 2019 in Review

3,362 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2019, worth a combined $778B — up 30% from $600B a quarter earlier.

Buyers outnumbered sellers: 453 funds opened new AAPL positions and 70 closed out — a net gain of 383 holders — while 918 added to existing stakes and 1,785 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $6.97B. The largest seller was Invesco, cutting an estimated $9.4B.

  • 3,362 institutional investors held Apple (AAPL) as of Q4 2019, up from 3,029 in Q3 2019.
  • Funds reported $778B of Apple stock for Q4 2019, up 30% quarter-over-quarter.
  • 453 funds opened new Apple positions in Q4 2019 and 70 closed out, a net change of +383 holders.
  • The largest Apple buyer in Q4 2019 was T. Rowe Price Associates, an estimated $6.97B added.
  • The largest Apple seller in Q4 2019 was Invesco, an estimated $9.4B sold.

Based on aggregated 13F filings for Q4 2019.