Apple
AAPL
2,785 hedge funds and large institutions have $505B invested in Apple in 2018 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 1,056 increasing their positions, 1,435 reducing their positions, and 101 closing their positions.
12% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 101
1% less funds holding
Funds holding: 2,807 → 2,785 (-22)
4% less capital invested
Capital invested by funds: $528B → $505B (-$23.4B)
2.05% less ownership
Funds ownership: 61.37% → 59.32% (-2.1%)
3% less funds holding in top 10
Funds holding in top 10: 1,378 → 1,340 (-38)
19% less call options, than puts
Call options by funds: $11B | Put options by funds: $13.6B
26% less repeat investments, than reductions
Existing positions increased: 1,056 | Existing positions reduced: 1,435
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Berkshire Hathaway
Omaha,
Nebraska
|
+$12.8B |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.56B |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$853M |
| 4 |
Goldman Sachs
New York
|
+$750M |
| 5 |
Barclays
London,
United Kingdom
|
+$675M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$6.14B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.63B |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$2.65B |
| 4 |
State Street
Boston,
Massachusetts
|
-$1.99B |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$1.77B |
AAPL Hedge Fund Activity: Q1 2018 in Review
2,785 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q1 2018, worth a combined $505B — down 4.4% from $528B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new AAPL positions and 101 closed out — a net gain of 12 holders — while 1,056 added to existing stakes and 1,435 trimmed.
The largest buyer was Berkshire Hathaway, adding an estimated $12.8B. The largest seller was T. Rowe Price Associates, cutting an estimated $6.14B.
- 2,785 institutional investors held Apple (AAPL) as of Q1 2018, down from 2,807 in Q4 2017.
- Funds reported $505B of Apple stock for Q1 2018, down 4.4% quarter-over-quarter.
- 113 funds opened new Apple positions in Q1 2018 and 101 closed out, a net change of +12 holders.
- The largest Apple buyer in Q1 2018 was Berkshire Hathaway, an estimated $12.8B added.
- The largest Apple seller in Q1 2018 was T. Rowe Price Associates, an estimated $6.14B sold.
Based on aggregated 13F filings for Q1 2018.