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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
LF
2451
Lantz Financial
Illinois
$1.4M +$1.25M +29,388 New
KIA
2452
Kopp Investment Advisors
Minnesota
$1.39M -$21.4K -504 -2%
LFA
2453
Landmark Financial Advisors
Kentucky
$1.39M +$509 +12 +0%
RWA
2454
RGT Wealth Advisors
Texas
$1.39M +$175K +4,116 +16%
RWML
2455
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.38M +$36.8K +868 +3%
AWMG
2456
Alliance Wealth Management Group
New Jersey
$1.38M +$346K +8,164 +39%
BWA
2457
BlueSky Wealth Advisors
North Carolina
$1.38M -$135K -3,180 -10%
PFT
2458
Providence First Trust
Arizona
$1.36M
SP
2459
Successful Portfolios
Florida
$1.36M -$20.2K -476 -2%
ACPU
2460
Arrowgrass Capital Partners (US)
Delaware
$1.35M -$11.3M -266,472 -90%
CI
2461
CX Institutional
Indiana
$1.35M -$270K -6,360 -18%
AFA
2462
American Financial Advisors
Georgia
$1.35M -$94.2K -2,220 -7%
TRAM
2463
Tuscan Ridge Asset Management
Illinois
$1.35M -$1.57M -37,000 -57%
GGI
2464
Godsey & Gibb Inc
Virginia
$1.35M -$277K -6,536 -19%
EI
2465
Ellevest Inc
New York
$1.34M -$63.8K -1,504 -5%
CAL
2466
Capital Advisors Ltd
Ohio
$1.34M +$170 +4 +0%
JGUA
2467
John G. Ullman & Associates
New York
$1.33M +$17K +400 +1%
PC
2468
Peavine Capital
Nevada
$1.32M
LIM
2469
Lathrop Investment Management
Arkansas
$1.32M -$163K -3,832 -12%
CA
2470
Cumberland Advisors
Florida
$1.32M +$110K +2,600 +10%
SRSA
2471
S.R. Schill & Associates
Washington
$1.31M +$23.2K +548 +2%
LC
2472
Landaas & Company
Wisconsin
$1.3M -$843K -19,872 -63%
OBWP
2473
O'Brien Wealth Partners
Massachusetts
$1.3M +$848 +20 +0.1%
HWMG
2474
Hurlow Wealth Management Group
Indiana
$1.3M +$103K +2,424 +10%
NEGWA
2475
New England Guild Wealth Advisors
Connecticut
$1.3M -$327K -7,704 -22%

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.