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1,884 hedge funds and large institutions have $265B invested in Apple in 2013 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 785 increasing their positions, 811 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 90

21% more capital invested

Capital invested by funds: $218B → $265B (+$46.6B)

20% more funds holding in top 10

Funds holding in top 10: 647774 (+127)

2% more funds holding

Funds holding: 1,8541,884 (+30)

2% less call options, than puts

Call options by funds: $24B | Put options by funds: $24.6B

3% less repeat investments, than reductions

Existing positions increased: 785 | Existing positions reduced: 811

Holders
1,884
Holders Change
+30
Holders Change %
+1.62%
% of All Funds
61.07%
Holding in Top 10
774
Holding in Top 10 Change
+127
Holding in Top 10 Change %
+19.63%
% of All Funds
25.09%
New
143
Increased
785
Reduced
811
Closed
90
Calls
$24B
Puts
$24.6B
Net Calls
-$610M
Net Calls Change
+$1.83B
Name Holding Trade Value Shares
Change
Change in
Stake
AM
226
Appaloosa Management
Florida
$116M -$64.5M -3,888,752 -36%
EIM
227
ExxonMobil Investment Management
Texas
$115M -$8.96M -540,232 -7%
Royal London Asset Management
228
Royal London Asset Management
United Kingdom
$115M -$1.41M -84,812 -1%
HCM
229
Highfields Capital Management
Massachusetts
$114M -$45.9M -2,769,200 -29%
TGA
230
Trilogy Global Advisors
Florida
$114M -$6.94M -418,320 -6%
STC
231
SEI Trust Company
Pennsylvania
$113M -$38.5M -2,320,668 -26%
SBAM
232
Santa Barbara Asset Management
California
$112M +$8.66M +522,144 +9%
WPSC
233
W.P. Stewart & Co
New York
$110M -$3.36M -202,944 -3%
Alkeon Capital Management
234
Alkeon Capital Management
New York
$108M -$28.8M -1,736,000 -21%
TI
235
Turner Investments
Pennsylvania
$108M -$44.9M -2,708,496 -30%
Mitsubishi UFJ Asset Management
236
Mitsubishi UFJ Asset Management
Japan
$108M +$6.16M +371,588 +6%
KBC Group
237
KBC Group
Belgium
$108M +$15.5M +934,444 +17%
Walleye Trading
238
Walleye Trading
New York
$104M -$34.7M -2,093,784 -26%
MSA
239
Mason Street Advisors
Wisconsin
$103M -$53.8M -3,247,076 -35%
BGIM
240
Brandywine Global Investment Management
Pennsylvania
$102M -$2.38M -143,724 -2%
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$99.6M -$1.25M -75,600 -1%
JMPWA
242
JP Morgan Private Wealth Advisors
California
$98.6M +$3.06M +184,772 +3%
CM
243
Castleark Management
Illinois
$97.9M +$426M +25,720,100 +1,735%
UCFA
244
United Capital Financial Advisors
Texas
$96.9M +$1.07M +64,568 +1%
OI
245
Oakbrook Investments
Illinois
$95.2M -$8.01M -483,000 -8%
HAM
246
HHR Asset Management
New Jersey
$94.9M +$696K +42,000 +0.8%
Cohen & Steers
247
Cohen & Steers
New York
$94.3M +$10M +604,100 +12%
SI
248
Scharf Investments
California
$94M +$4.26M +256,900 +5%
SNC
249
Stifel Nicolaus & Co
Missouri
$93.9M +$3.06M +184,716 +3%
GH
250
GAM Holding
Switzerland
$93.8M +$26.9M +1,620,136 +42%

AAPL Hedge Fund Activity: Q3 2013 in Review

1,884 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2013, worth a combined $265B — up 21% from $218B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new AAPL positions and 90 closed out — a net gain of 53 holders — while 785 added to existing stakes and 811 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $1.8B. The largest seller was Goldman Sachs, cutting an estimated $1.5B.

  • 1,884 institutional investors held Apple (AAPL) as of Q3 2013, up from 1,854 in Q2 2013.
  • Funds reported $265B of Apple stock for Q3 2013, up 21% quarter-over-quarter.
  • 143 funds opened new Apple positions in Q3 2013 and 90 closed out, a net change of +53 holders.
  • The largest Apple buyer in Q3 2013 was Icahn Carl, an estimated $1.8B added.
  • The largest Apple seller in Q3 2013 was Goldman Sachs, an estimated $1.5B sold.

Based on aggregated 13F filings for Q3 2013.