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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
Federated Hermes
276
Federated Hermes
Pennsylvania
$77.8M +$20.5M +1,235,304 +37%
KIG
277
Kovitz Investment Group
Illinois
$77.3M +$3.46M +208,936 +5%
CBOA
278
Commonwealth Bank of Australia
Australia
$77.3M -$2.75M -165,620 -4%
WAM
279
World Asset Management
Michigan
$76.4M -$11.5M -691,992 -13%
NG
280
NatWest Group
United Kingdom
$76.4M -$97.8M -5,899,796 -57%
FQ
281
First Quadrant
California
$75.9M -$2.6M -156,828 -3%
1IC
282
1919 Investment Counsel
Maryland
$74.8M -$2.74M -165,424 -4%
SCM
283
Sterling Capital Management
North Carolina
$72.9M -$10.7M -644,644 -13%
CAM
284
Congress Asset Management
Massachusetts
$72.7M -$1.09M -65,800 -2%
VKH
285
Virtu KCG Holdings
New York
$72.4M +$70.5M +4,254,852 New
UIM
286
USS Investment Management
United Kingdom
$72.1M
ST
287
Spot Trading
Illinois
$70.2M -$12.2M -733,320 -15%
DILH
288
Dai-ichi Life Holdings
Japan
$69.6M -$586K -35,336 -0.9%
MVIP
289
Mar Vista Investment Partners
California
$68.9M +$2.65M +159,628 +4%
HighTower Advisors
290
HighTower Advisors
Illinois
$68.6M -$7.82M -471,604 -10%
SMDAM
291
Sumitomo Mitsui DS Asset Management
Japan
$68.5M +$53.9K +3,248 +0.1%
RCAMU
292
Rothschild & Co Asset Management US
Connecticut
$68.3M +$22.8M +1,374,100 +52%
RFC
293
Regions Financial Corp
Alabama
$67.7M +$494K +29,792 +0.8%
Primecap Management
294
Primecap Management
California
$67.6M +$23.2K +1,400 +0%
SC
295
Sculptor Capital
New York
$67.5M -$57.6M -3,472,336 -47%
FC
296
Fiera Capital
New York
$67.2M -$4.59M -276,584 -7%
CAM
297
Capstone Asset Management
Texas
$67.1M +$126K +7,616 +0.2%
WI
298
WBI Investments
New Jersey
$66.8M +$11.2M +675,472 +21%
DL
299
Delta Lloyd
Netherlands
$66.7M -$26.2M -1,582,616 -29%
FWIA
300
Fort Washington Investment Advisors
Ohio
$66.5M -$10.6M -640,248 -14%

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.