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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
OPERF
351
Oregon Public Employees Retirement Fund
Oregon
$45.8M +$1.21M +72,828 +3%
AAM
352
Aberdeen Asset Management
United Kingdom
$45.6M -$5.9M -355,880 -12%
MI
353
Markston International
New York
$45.5M -$2.32M -140,000 -5%
CIA
354
CCM Investment Advisers
South Carolina
$45.4M -$625K -37,688 -1%
QCM
355
Quaker Capital Management
Pennsylvania
$44.9M -$181K -10,920 -0.4%
Balyasny Asset Management
356
Balyasny Asset Management
Illinois
$44.7M +$39M +2,353,372 +866%
Flossbach Von Storch
357
Flossbach Von Storch
Germany
$44.5M -$124M -7,470,960 -74%
LCM
358
Logan Capital Management
Pennsylvania
$44.5M -$162K -9,772 -0.4%
FCBT
359
First Citizens Bank & Trust
North Carolina
$44.2M +$516K +31,108 +1%
ACM
360
Alta Capital Management
Utah
$44.1M +$2.71M +163,548 +7%
OC
361
Oppenheimer & Co
New York
$44M -$2.04M -122,948 -5%
DM
362
Diker Management
New York
$43.8M
MA
363
MUFG Americas
New York
$43.5M -$6.43M -387,968 -13%
ACM
364
AKRE Capital Management
Virginia
$43.4M -$46.4K -2,800 -0.1%
PRCM
365
Pine River Capital Management
Minnesota
$43.4M +$27.6M +1,666,672 +189%
Zurich Cantonal Bank
366
Zurich Cantonal Bank
Switzerland
$43.4M -$1.76M -105,980 -4%
CEP
367
Chicago Equity Partners
Illinois
$43.2M -$3.43M -206,836 -8%
B
368
BP
United Kingdom
$42.9M +$4.64M +280,000 +13%
DCM
369
Dorsal Capital Management
California
$42.9M +$6.96M +420,000 +20%
TH
370
Timber Hill
Connecticut
$42.4M +$26.5M +1,598,212 +179%
LWCFA
371
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.5M -$1.23M -74,452 -3%
FT
372
Fiduciary Trust
Massachusetts
$41.5M -$1.98M -119,644 -5%
NB
373
Norinchukin Bank
Japan
$41.4M +$32.5K +1,960 +0.1%
DC
374
Deere & Company
Illinois
$41.3M +$200K +12,068 +0.5%
IAM
375
Impax Asset Management
New Hampshire
$41.3M -$10.2M -615,244 -20%

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.