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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
M&T Bank
376
M&T Bank
New York
$41.1M -$2.5M -150,752 -6%
EHC
377
Everett Harris & Co
California
$41M -$377K -22,708 -0.9%
MAM
378
Magellan Asset Management
Australia
$40.9M
HCS
379
Harvest Capital Strategies
California
$40.5M +$28.8M +1,736,000 +270%
SI
380
Standard Investments
New York
$40.2M +$74.3K +4,480 +0.2%
FIM
381
Foresters Investment Management
New York
$39.9M +$7.5M +452,200 +24%
MCC
382
Mid Continent Capital
Illinois
$39.6M -$943K -56,868 -2%
TMAM
383
Tokio Marine Asset Management
Japan
$39.5M -$2.18M -131,684 -5%
WI
384
Wafra Inc
New York
$39.1M +$4.71M +284,200 +14%
WF
385
Welch & Forbes
Massachusetts
$38.9M +$691K +41,664 +2%
RHBC
386
R.H. Bluestein & Co
Michigan
$38.7M +$2M +120,596 +6%
DADC
387
D.A. Davidson & Co
Montana
$38.6M +$750K +45,248 +2%
MIH
388
Madison Investment Holdings
Wisconsin
$38.5M -$2.96M -178,724 -7%
SAM
389
Securian Asset Management
Minnesota
$38.4M -$702K -42,336 -2%
BSA
390
Braun Stacey Associates
New York
$38.3M -$3.32M -200,228 -8%
Janney Montgomery Scott
391
Janney Montgomery Scott
Pennsylvania
$38.3M +$22.4M +1,352,960 +151%
DC
392
Davenport & Co
Virginia
$38.2M -$823K -49,644 -2%
NM
393
NWI Management
New York
$38.1M
GF
394
Gabelli Funds
New York
$38.1M -$3.25M -196,000 -8%
JAFL
395
Jay A. Fishman Ltd
Michigan
$38M +$750K +45,220 +2%
SGAM
396
Smith Group Asset Management
Texas
$37.6M +$1.92M +115,780 +6%
WB
397
WesBanco Bank
West Virginia
$37.6M -$78.9K -4,760 -0.2%
MSU
398
Mizuho Securities USA
New York
$37.4M -$7.73M -466,172 -18%
CCM
399
Cadence Capital Management
Massachusetts
$37.2M +$2.28M +137,536 +7%
CP
400
Cumberland Partners
Ontario, Canada
$36.9M +$1.83M +110,376 +5%

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.