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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
HI
401
HBK Investments
Texas
$36.4M -$232K -14,000 -0.7%
ABC
402
Associated Banc-Corp
Wisconsin
$36.3M -$3.55M -213,892 -9%
LTFS
403
Ladenburg Thalmann Financial Services
Florida
$36M -$920K -55,468 -3%
KRS
404
Kentucky Retirement Systems
Kentucky
$36M +$35M +2,112,936 New
Millennium Management
405
Millennium Management
New York
$35.9M +$15M +902,132 +75%
CTC
406
Central Trust Company
Missouri
$35.9M -$833K -50,232 -2%
Truist Financial
407
Truist Financial
North Carolina
$35.7M -$292K -17,584 -0.8%
MVP
408
Miller Value Partners
Florida
$35.6M +$1.64M +98,840 +5%
CI
409
Capital International
California
$35.1M -$2.39M -144,200 -7%
CPM
410
Chesapeake Partners Management
Maryland
$34.9M +$7.62M +459,452 +29%
BII
411
Baring International Investment
United Kingdom
$34.5M +$684K +41,244 +2%
ISL
412
Ingalls & Snyder LLC
New York
$34.1M +$2.02M +121,660 +6%
CPIM
413
Columbia Partners Investment Management
Virginia
$34M +$3.58M +216,160 +12%
BAIA
414
Bel Air Investment Advisors
California
$33.9M +$1.2M +72,660 +4%
WTNA
415
Wilmington Trust National Association
Delaware
$33.8M +$1.7M +102,368 +5%
BF
416
BOK Financial
Oklahoma
$33.7M -$2.34M -140,896 -7%
SG
417
Swarthmore Group
Pennsylvania
$33.5M +$859K +51,800 +3%
KCM
418
Knighthead Capital Management
New York
$33.4M
HPC
419
HM Payson & Co
Maine
$33.3M -$478K -28,812 -1%
PTC
420
Philadelphia Trust Company
Pennsylvania
$32.6M +$182K +10,976 +0.6%
AMI
421
Amica Mutual Insurance
Rhode Island
$32.5M
PP
422
PDT Partners
New York
$32.5M +$15.6M +938,000 +97%
AC
423
Allstate Corporation
Illinois
$32.4M
WT
424
Washington Trust
Rhode Island
$32.4M +$30.6K +1,848 +0.1%
AWCI
425
Alpine Woods Capital Investors
New York
$32.3M -$9.01M -543,368 -22%

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.