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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
MC
451
Martin Currie
United Kingdom
$28.9M -$1.16M -70,000 -4%
MCM
452
McKinley Capital Management
Alaska
$28.9M -$139K -8,400 -0.5%
BPGAM
453
BTG Pactual Global Asset Management
Bermuda
$28.6M +$21.8M +1,316,420 +362%
TCT
454
TIAA CREF Trust
Missouri
$28.6M -$1.17M -70,616 -4%
WSFS
455
Wilmington Savings Fund Society
Delaware
$27.9M +$252K +15,176 +0.9%
B
456
Barings
North Carolina
$27.9M -$3.72M -224,560 -12%
SBH
457
Segall Bryant & Hamill
Illinois
$27.9M -$289K -17,444 -1%
AI
458
Analytic Investors
California
$27.9M +$283K +17,052 +1%
DIA
459
Denver Investment Advisors
Colorado
$27.6M +$863K +52,024 +3%
SIM
460
Sentry Investment Management
Wisconsin
$27.4M +$3.04M +183,260 +13%
BP
461
Banyan Partners
Florida
$27.3M +$8.26M +498,204 +45%
PCM
462
Parsons Capital Management
Rhode Island
$27.3M -$45.5K -2,744 -0.2%
GHA
463
Garcia Hamilton & Associates
Texas
$27M -$4.13M -248,976 -14%
V
464
Veritable
Delaware
$26.8M -$83.1K -5,012 -0.3%
FAAS
465
First Allied Advisory Services
California
$26.7M +$3.25M +195,776 +14%
GPCM
466
Greenbrier Partners Capital Management
Texas
$26.7M
MAM
467
Martingale Asset Management
Massachusetts
$26.7M -$2.51M -151,592 -9%
KWILP
468
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.7M +$3.7M +222,992 +17%
STMM
469
South Texas Money Management
Texas
$26.6M +$24M +1,448,860 +1,270%
PRC
470
Platte River Capital
Colorado
$26.5M -$7.01M -422,800 -21%
DIA
471
Dana Investment Advisors
Wisconsin
$26.5M -$897K -54,124 -3%
DWM
472
Destination Wealth Management
California
$26.3M +$1.07M +64,512 +4%
WBG
473
Wharton Business Group
Pennsylvania
$26.3M +$58K +3,500 +0.2%
AF
474
Ally Financial
Michigan
$26.2M
PA
475
Pinnacle Associates
New York
$26.2M +$1.16M +69,720 +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.