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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
Creative Planning
326
Creative Planning
Kansas
$52.4M +$2.39M +143,920 +5%
Arrowstreet Capital
327
Arrowstreet Capital
Massachusetts
$52.4M +$24M +1,446,900 +89%
MOACM
328
Mutual of America Capital Management
New York
$52.1M -$1.62M -97,972 -3%
PHS
329
PFM Health Sciences
California
$51.5M +$50.1M +3,021,760 New
JGC
330
J. Goldman & Co
New York
$51.4M +$50M +3,017,000 New
HP
331
Holowesko Partners
Bahamas
$50M -$26M -1,570,604 -35%
CC
332
Curian Capital
Colorado
$49.6M +$9.84M +593,544 +26%
PI
333
Placemark Investments
Illinois
$49.3M +$7.38M +444,892 +18%
AC
334
Amici Capital
New York
$49.3M +$34.1M +2,054,920 +245%
Acadian Asset Management
335
Acadian Asset Management
Massachusetts
$49.2M +$42.7M +2,575,580 +822%
KCM
336
Kornitzer Capital Management
Kansas
$48.7M +$446K +26,880 +0.9%
Mackenzie Financial
337
Mackenzie Financial
Ontario, Canada
$48.4M -$26.6M -1,601,488 -36%
HNB
338
Huntington National Bank
Ohio
$48.3M +$140K +8,428 +0.3%
BL
339
Bolton LP
Connecticut
$48.1M +$46.8M +2,822,512 New
IIM
340
Ivory Investment Management
New York
$47.9M -$15.1M -909,916 -24%
CCA
341
Canyon Capital Advisors
Texas
$47.8M +$53.4K +3,220 +0.1%
CFB
342
Cullen/Frost Bankers
Texas
$47.8M +$3.93M +237,076 +9%
TCSAM
343
Tyrus Capital S.A.M.
Monaco
$47.7M +$46.5M +2,802,100 New
ADEF
344
Adams Diversified Equity Fund
Maryland
$46.9M +$2.46M +148,400 +6%
MSU
345
Maple Securities USA
New Jersey
$46.6M +$45.4M +2,737,560 New
TU
346
TDAM USA
Ontario, Canada
$46.5M +$34M +2,050,804 +302%
FA
347
Friess Associates
Delaware
$46.2M +$44.9M +2,706,480 +41,132%
EWM
348
Evercore Wealth Management
New York
$46.1M -$4.77M -287,588 -10%
First Trust Advisors
349
First Trust Advisors
Illinois
$45.8M +$12.6M +759,192 +39%
JAM
350
Jupiter Asset Management
United Kingdom
$45.8M +$23.2K +1,400 +0.1%

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.