Apple
AAPL
2,832 hedge funds and large institutions have $645B invested in Apple in 2018 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 972 increasing their positions, 1,494 reducing their positions, and 60 closing their positions.
120% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 60
19% more capital invested
Capital invested by funds: $542B → $645B (+$103B)
9% more funds holding in top 10
Funds holding in top 10: 1,400 → 1,524 (+124)
2% more funds holding
Funds holding: 2,783 → 2,832 (+49)
0.48% less ownership
Funds ownership: 59.6% → 59.12% (-0.48%)
18% less call options, than puts
Call options by funds: $16.5B | Put options by funds: $20B
35% less repeat investments, than reductions
Existing positions increased: 972 | Existing positions reduced: 1,494
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.51B |
| 2 |
Morgan Stanley
New York
|
+$719M |
| 3 |
Janus Henderson Group
London,
|
+$686M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$495M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$414M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.32B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.9B |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$1.39B |
| 4 |
D.E. Shaw & Co
New York
|
-$914M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$806M |
AAPL Hedge Fund Activity: Q3 2018 in Review
2,832 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2018, worth a combined $645B — up 19% from $542B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new AAPL positions and 60 closed out — a net gain of 72 holders — while 972 added to existing stakes and 1,494 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.51B. The largest seller was BlackRock, cutting an estimated $3.32B.
- 2,832 institutional investors held Apple (AAPL) as of Q3 2018, up from 2,783 in Q2 2018.
- Funds reported $645B of Apple stock for Q3 2018, up 19% quarter-over-quarter.
- 132 funds opened new Apple positions in Q3 2018 and 60 closed out, a net change of +72 holders.
- The largest Apple buyer in Q3 2018 was Fidelity Investments, an estimated $1.51B added.
- The largest Apple seller in Q3 2018 was BlackRock, an estimated $3.32B sold.
Based on aggregated 13F filings for Q3 2018.