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See Which Of The Latest 13F Filers Holds Apple
Joel Kornblau - Thursday, October 3, 11:40 AM

At Holdings Channel, we have reviewed the latest batch of the 20 most recent 13F filings for the 09/30/2019 reporting period, and noticed that Apple Inc (AAPL) was held by 17 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in AAPL positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
West Oak Capital LLC Existing +117+$403
Lau Associates LLC Existing -150+$1,823
Stonebridge Capital Management Inc. Existing -9,985-$1,031
Thomasville National Bank Existing -115+$2,790
State of Alaska Department of Revenue Existing +160,792+$52,392
Stillwater Investment Management LLC Existing +470+$1,255
Private Asset Management Inc. Existing -1,601+$1,769
Woodstock Corp Existing -110+$1,594
Brouwer & Janachowski LLC Existing UNCH+$140
Advocacy Wealth Management Services LLC Existing -50-$2
Lenox Wealth Advisors LLC Existing +3,181+$1,047
Boltwood Capital Management Existing -156+$399
Enterprise Trust & Investment Co Existing +111+$856
Nadler Financial Group Inc. Existing -722+$1,074
Fulton Bank N.A. Existing -5,687+$1,928
Lynch & Associates IN Existing -564-$69
XR Securities LLC Existing +7,200+$11,051
Aggregate Change: +152,731+$77,419

In terms of shares owned, we count 6 of the above funds having increased existing AAPL positions from 06/30/2019 to 09/30/2019, with 10 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the AAPL share count in the aggregate among all of the funds which held AAPL at the 09/30/2019 reporting period (out of the 4,988 we looked at in total). We then compared that number to the sum total of AAPL shares those same funds held back at the 06/30/2019 period, to see how the aggregate share count held by hedge funds has moved for AAPL. We found that between these two periods, funds reduced their holdings by 4,924,105 shares in the aggregate, from 2,655,220,574 down to 2,650,296,469 for a share count decline of approximately -0.19%. The overall top three funds holding AAPL on 09/30/2019 were:

»FundShares of AAPL Held
1.Vanguard Group Inc. 335,113,666
2.BlackRock Inc. 281,455,821
3.Berkshire Hathaway Inc 249,589,329
4-10Find out the full Top 10 Hedge Funds Holding AAPL»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Apple Inc (AAPL).

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