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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$64.3B -$4.38M -103,164 -0%
BlackRock
2
BlackRock
New York
$54.9B -$1.33B -31,340,448 -3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$47.4B
State Street
4
State Street
Massachusetts
$36.2B +$887M +20,922,016 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$19.2B -$1.93B -45,480,972 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$11.6B +$450M +10,597,600 +5%
Northern Trust
7
Northern Trust
Illinois
$11.3B -$5.65M -133,304 -0.1%
Norges Bank
8
Norges Bank
Norway
$9.13B +$91.8M +2,164,560 +1%
Invesco
9
Invesco
Georgia
$8.68B +$381M +8,975,380 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$8.23B -$191M -4,503,372 -3%
Bank of America
11
Bank of America
North Carolina
$7.98B +$397M +9,356,100 +6%
Morgan Stanley
12
Morgan Stanley
New York
$6.51B -$652M -15,359,948 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$6.38B -$693M -16,334,088 -11%
Goldman Sachs
14
Goldman Sachs
New York
$5.34B -$881M -20,767,064 -16%
Legal & General Group
15
Legal & General Group
United Kingdom
$5.32B +$944M +22,246,952 +25%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$4.81B -$384M -9,041,692 -8%
TCIM
17
TIAA CREF Investment Management
New York
$4.77B +$117M +2,750,868 +3%
Wells Fargo
18
Wells Fargo
California
$4.75B -$92.4M -2,177,300 -2%
Ameriprise
19
Ameriprise
Minnesota
$3.88B -$354M -8,353,096 -9%
Charles Schwab
20
Charles Schwab
California
$3.81B +$139M +3,283,320 +4%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$3.74B -$4.18M -98,568 -0.1%
UBS AM
22
UBS AM
Illinois
$3.39B +$18.1M +427,464 +0.6%
AllianceBernstein
23
AllianceBernstein
Tennessee
$3.24B -$230M -5,427,320 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$3.13B -$5.24M -123,460 -0.2%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$3.12B -$256M -6,030,904 -8%

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.