We are live on ! Find out more

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
KCM
251
Kames Capital Management
United Kingdom
$92M -$18.7M -1,127,448 -17%
CNB
252
City National Bank
California
$92M +$2.41M +145,628 +3%
Asset Management One
253
Asset Management One
Japan
$90.7M +$6.06M +365,708 +7%
ProShare Advisors
254
ProShare Advisors
Maryland
$90.4M -$56.3M -3,393,544 -39%
GI
255
GLG Inc
New York
$90.2M +$46.8M +2,821,364 +114%
Capstone Investment Advisors
256
Capstone Investment Advisors
New York
$90.2M -$36.7M -2,214,520 -29%
Nomura Asset Management
257
Nomura Asset Management
Japan
$90.1M -$250K -15,092 -0.3%
COPPSERS
258
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$89.9M -$2.13M -128,716 -2%
AG
259
Aperio Group
California
$89.1M +$15.1M +912,968 +21%
WBC
260
Westpac Banking Corp
Australia
$85.9M -$7.91M -477,148 -9%
SSG
261
Summit Securities Group
New York
$85.7M +$66.5M +4,012,400 +394%
SDJVC
262
St. Denis J. Villere & Co
Louisiana
$84.6M +$7.8M +470,428 +10%
CAM
263
ClariVest Asset Management
California
$84.5M -$7.66M -461,860 -9%
SAM
264
Sawgrass Asset Management
Florida
$84.3M -$7.81M -470,820 -9%
B
265
Baird
Wisconsin
$84.2M -$2.75M -165,704 -3%
HTC
266
Haverford Trust Company
Pennsylvania
$84.1M +$1.57M +94,416 +2%
CB
267
Commerce Bank
Missouri
$83.7M -$1.41M -85,176 -2%
DCM
268
Dupont Capital Management
Delaware
$82.8M +$20.2M +1,217,552 +33%
M2MC
269
Matthew 25 Management Corp
Pennsylvania
$82M +$9.89M +596,400 +14%
SC
270
Saturna Capital
Washington
$81M -$26.9M -1,622,208 -25%
AAF
271
Andra AP-fonden
Sweden
$80.2M -$3.02M -182,000 -4%
URS
272
Utah Retirement Systems
Utah
$79.8M -$696K -42,000 -0.9%
TAM
273
Tocqueville Asset Management
New York
$79.7M -$1.37M -82,376 -2%
CFC
274
Cincinnati Financial Corp
Ohio
$79.6M
ACP
275
Ashfield Capital Partners
California
$79.5M -$20.3M -1,224,664 -21%

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.