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3,008 hedge funds and large institutions have $536B invested in Apple in 2019 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 1,093 increasing their positions, 1,596 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 85

1.96% more ownership

Funds ownership: 233.63%235.59% (+2%)

3% more capital invested

Capital invested by funds: $522B → $536B (+$13.3B)

1% less funds holding

Funds holding: 3,0243,008 (-16)

1% less funds holding in top 10

Funds holding in top 10: 1,4791,461 (-18)

23% less call options, than puts

Call options by funds: $16B | Put options by funds: $20.8B

32% less repeat investments, than reductions

Existing positions increased: 1,093 | Existing positions reduced: 1,596

Holders
3,008
Holders Change
-16
Holders Change %
-0.53%
% of All Funds
65.32%
Holding in Top 10
1,461
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-1.22%
% of All Funds
31.73%
New
107
Increased
1,093
Reduced
1,596
Closed
85
Calls
$16B
Puts
$20.8B
Net Calls
-$4.78B
Net Calls Change
-$3.08B
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$66.3B -$662M -13,578,124 -1%
BlackRock
2
BlackRock
New York
$55.7B -$1.42B -29,229,664 -3%
Berkshire Hathaway
3
Berkshire Hathaway
Nebraska
$49.4B
State Street
4
State Street
Massachusetts
$37B -$695M -14,259,444 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$19.4B -$575M -11,795,572 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$12.2B +$133M +2,731,812 +1%
Northern Trust
7
Northern Trust
Illinois
$11.7B -$60.8M -1,246,956 -0.5%
Norges Bank
8
Norges Bank
Norway
$9.61B +$87M +1,786,484 +0.9%
Invesco
9
Invesco
Georgia
$9.28B +$235M +4,814,820 +3%
Bank of America
10
Bank of America
North Carolina
$8.41B +$102M +2,090,984 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.33B -$243M -4,978,764 -3%
Morgan Stanley
12
Morgan Stanley
New York
$7.18B +$389M +7,984,504 +6%
N
13
Nuveen
North Carolina
$7.11B +$6.76B +138,830,536 +2,875%
JP Morgan Chase
14
JP Morgan Chase
New York
$6.37B -$335M -6,870,372 -5%
Goldman Sachs
15
Goldman Sachs
New York
$5.89B +$325M +6,659,948 +6%
Legal & General Group
16
Legal & General Group
United Kingdom
$5.45B -$89.2M -1,831,408 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$4.82B -$183M -3,751,044 -4%
Wells Fargo
18
Wells Fargo
California
$4.82B -$122M -2,512,540 -3%
Charles Schwab
19
Charles Schwab
California
$4.01B +$31.6M +647,648 +0.8%
Sumitomo Mitsui Trust Group
20
Sumitomo Mitsui Trust Group
Japan
$3.84B -$57.2M -1,173,404 -1%
Ameriprise
21
Ameriprise
Minnesota
$3.74B -$301M -6,181,628 -8%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$3.5B +$241M +4,954,688 +8%
UBS AM
23
UBS AM
Illinois
$3.5B -$35.4M -727,444 -1%
Deutsche Bank
24
Deutsche Bank
Germany
$3.29B +$512M +10,501,240 +19%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$3.29B +$452M +9,283,192 +16%

AAPL Hedge Fund Activity: Q2 2019 in Review

3,008 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q2 2019, worth a combined $536B — up 2.5% from $522B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AAPL positions and 85 closed out — a net gain of 22 holders — while 1,093 added to existing stakes and 1,596 trimmed.

The largest buyer was Nuveen, adding an estimated $6.76B. The largest seller was BlackRock, cutting an estimated $1.42B.

  • 3,008 institutional investors held Apple (AAPL) as of Q2 2019, down from 3,024 in Q1 2019.
  • Funds reported $536B of Apple stock for Q2 2019, up 2.5% quarter-over-quarter.
  • 107 funds opened new Apple positions in Q2 2019 and 85 closed out, a net change of +22 holders.
  • The largest Apple buyer in Q2 2019 was Nuveen, an estimated $6.76B added.
  • The largest Apple seller in Q2 2019 was BlackRock, an estimated $1.42B sold.

Based on aggregated 13F filings for Q2 2019.