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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
RMDI
426
R.M. Davis Inc
Maine
$32.1M +$1.63M +98,252 +5%
GAI
427
General American Investors
New York
$31.9M
PSUF
428
People's United Financial
Connecticut
$31.8M -$2.06M -124,516 -6%
WJA
429
Williams Jones & Associates
New York
$31.7M -$9.72M -586,040 -24%
ONB
430
Old National Bancorp
Indiana
$31.7M -$288K -17,388 -0.9%
BC
431
Bartlett & Co
Ohio
$31.7M +$243K +14,672 +0.8%
WIM
432
Waverton Investment Management
United Kingdom
$31.6M +$10.4M +628,880 +51%
PA
433
Profund Advisors
Maryland
$31.5M +$3.64M +219,380 +13%
SFM
434
Soros Fund Management
New York
$31.2M -$650K -39,200 -2%
AC
435
Apex Capital
California
$31M -$23.8M -1,433,600 -44%
WT
436
Whittier Trust
California
$30.9M -$164K -9,884 -0.5%
III
437
Independent Investors Inc
New York
$30.8M +$632K +38,136 +2%
SLI
438
Sumitomo Life Insurance
Japan
$30.3M -$530K -31,976 -2%
BCM
439
Bridgeway Capital Management
Texas
$30.2M -$606K -36,540 -2%
HCM
440
Highbridge Capital Management
New York
$30.1M -$32.9M -1,983,968 -53%
ANI
441
American National Insurance
Texas
$30M
Cambridge Investment Research Advisors
442
Cambridge Investment Research Advisors
Iowa
$30M +$870K +52,472 +3%
ORI
443
Oak Ridge Investments
Illinois
$29.9M -$8.35M -503,804 -22%
SAM
444
Sentinel Asset Management
Vermont
$29.9M -$1.93M -116,200 -6%
RG
445
Renaissance Group
Kentucky
$29.9M -$428K -25,788 -1%
CAN
446
Cetera Advisor Networks
California
$29.6M -$140K -8,456 -0.5%
LIA
447
LS Investment Advisors
Michigan
$29.6M -$887K -53,508 -3%
T
448
TOBAM
France
$29.4M +$23.6M +1,426,068 +476%
SC
449
Skylands Capital
Wisconsin
$29.4M +$956K +57,680 +3%
GIG
450
Goodnow Investment Group
Connecticut
$29M +$1.59M +96,124 +6%

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.