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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
NMERB
301
New Mexico Educational Retirement Board
New Mexico
$65M -$6.04M -364,000 -9%
PI
302
PineBridge Investments
New York
$65M -$3.63M -218,848 -5%
USSCPF
303
United States Steel & Carnegie Pension Fund
New York
$64.7M +$10.7M +644,000 +20%
QBFM
304
QS Batterymarch Financial Management
New York
$64.2M -$33.5M -2,017,596 -35%
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$63.6M -$65M -3,918,348 -51%
OCAM
306
Onex Canada Asset Management
Ontario, Canada
$63M +$24.9M +1,499,204 +68%
RCM
307
Riverhead Capital Management
Delaware
$62.1M -$1.28M -77,476 -2%
GMI
308
Greystone Managed Investments
Saskatchewan, Canada
$61.6M +$25.8M +1,555,400 +75%
Tudor Investment Corp
309
Tudor Investment Corp
Connecticut
$61.3M +$59.7M +3,598,924 New
PWLP
310
Prio Wealth Limited Partnership
Massachusetts
$61.2M +$623K +37,576 +1%
PIA
311
Piedmont Investment Advisors
North Carolina
$61.1M -$8.33M -502,432 -12%
BTW
312
Boston Trust Walden
Massachusetts
$60.3M -$2.43M -146,720 -4%
BG
313
Bahl & Gaynor
Ohio
$59.6M +$24.8M +1,494,948 +75%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$59.5M -$1.3M -78,204 -2%
HFS
315
HL Financial Services
Kentucky
$59.3M +$5.25M +316,512 +10%
SIA
316
Sit Investment Associates
Minnesota
$58.9M -$4.45M -268,520 -7%
CC
317
Colrain Capital
Massachusetts
$56.2M -$7.92M -477,904 -13%
ICM
318
IronBridge Capital Management
Illinois
$55.7M -$471K -28,420 -0.9%
ZDA
319
Zweig-DiMenna Associates
New York
$55.4M +$8.13M +490,644 +18%
OAC
320
OMERS Administration Corp
Ontario, Canada
$54.4M -$92.8K -5,600 -0.2%
WT
321
Wilmington Trust
Delaware
$54.2M -$935K -56,364 -2%
SCP
322
Seizert Capital Partners
Michigan
$54.1M +$2.1M +126,420 +4%
MTIM
323
Marathon Trading Investment Management
Pennsylvania
$53.6M +$7.33M +441,980 +16%
JIC
324
Johnson Investment Counsel
Ohio
$52.8M +$93.8K +5,656 +0.2%
Kayne Anderson Rudnick Investment Management
325
Kayne Anderson Rudnick Investment Management
California
$52.5M -$562K -33,880 -1%

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.