StocksMediumUpdated•Originally published 16 April 2026•Updated 18 April 2026•
1 min read
Institutional Investors Reshuffle Portfolios: Bullish on Alphabet, Trimming Apple Stakes
Key Facts
1Perpetual Ltd increased its stake in Alphabet by 33.5%, reaching a value of $9.66 million.
2F&V Capital Management LLC increased its stake in Alphabet by a massive 2,037.1% in Q4.
3Adams Asset Advisors LLC reduced its stake in Apple by 8.7%, despite the company beating earnings expectations.
4Trinity Street Asset Management LLP increased its position in D.R. Horton to $23.08 million while trimming its stake in Nucor Corp.
Institutional asset managers executed significant portfolio rebalancings, with Perpetual Ltd and F&V Capital Management aggressively boosting their stakes in Alphabet. Conversely, Adams Asset Advisors reduced its exposure to Apple by 8.7% despite a quarterly earnings beat. In the housing sector, Trinity Street Asset Management increased its position in D.R. Horton to $23.08 million as the homebuilder enters the second quarter with steadier buyer traffic and higher home closings. However, the outlook remains nuanced as elevated mortgage rates and rising ownership costs continue to curb overall demand. These adjustments highlight how institutional investors are balancing operational growth against persistent macroeconomic headwinds.