Apple
AAPL
3,363 hedge funds and large institutions have $777B invested in Apple in 2019 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 917 increasing their positions, 1,787 reducing their positions, and 70 closing their positions.
547% more first-time investments, than exits
New positions opened: 453 | Existing positions closed: 70
29% more capital invested
Capital invested by funds: $601B → $777B (+$177B)
18% more funds holding in top 10
Funds holding in top 10: 1,568 → 1,858 (+290)
11% more funds holding
Funds holding: 3,030 → 3,363 (+333)
0.66% more ownership
Funds ownership: 237.48% → 238.14% (+0.66%)
16% less call options, than puts
Call options by funds: $31B | Put options by funds: $36.8B
49% less repeat investments, than reductions
Existing positions increased: 917 | Existing positions reduced: 1,787
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$6.97B |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.3B |
| 3 |
Barclays
London,
United Kingdom
|
+$572M |
| 4 |
Morgan Stanley
New York
|
+$562M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$518M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$9.4B |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$1.81B |
| 3 |
Berkshire Hathaway
Omaha,
Nebraska
|
-$948M |
| 4 |
BlackRock
New York
|
-$623M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$508M |
AAPL Hedge Fund Activity: Q4 2019 in Review
3,363 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q4 2019, worth a combined $777B — up 29% from $601B a quarter earlier.
Buyers outnumbered sellers: 453 funds opened new AAPL positions and 70 closed out — a net gain of 383 holders — while 917 added to existing stakes and 1,787 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $6.97B. The largest seller was Invesco, cutting an estimated $9.4B.
- 3,363 institutional investors held Apple (AAPL) as of Q4 2019, up from 3,030 in Q3 2019.
- Funds reported $777B of Apple stock for Q4 2019, up 29% quarter-over-quarter.
- 453 funds opened new Apple positions in Q4 2019 and 70 closed out, a net change of +383 holders.
- The largest Apple buyer in Q4 2019 was T. Rowe Price Associates, an estimated $6.97B added.
- The largest Apple seller in Q4 2019 was Invesco, an estimated $9.4B sold.
Based on aggregated 13F filings for Q4 2019.