We are live on ! Find out more

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
UBS AM
26
UBS AM
Illinois
$2.17B +$38.7M +2,336,096 +2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.92B +$52.4M +3,161,312 +3%
Citigroup
28
Citigroup
New York
$1.9B -$212M -12,781,076 -10%
Legal & General Group
29
Legal & General Group
United Kingdom
$1.9B -$70.3M -4,238,024 -4%
IC
30
Icahn Carl
Florida
$1.85B +$1.8B +108,501,764 New
CA
31
Commerzbank Aktiengesellschaft
Germany
$1.83B -$204M -12,314,512 -10%
American Century Companies
32
American Century Companies
Missouri
$1.75B -$23.8M -1,437,464 -1%
Capital Research Global Investors
33
Capital Research Global Investors
California
$1.56B +$231M +13,913,200 +18%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.5B +$625M +37,716,840 +75%
O
35
OppenheimerFunds
New York
$1.47B -$105M -6,307,056 -7%
CS
36
Credit Suisse
Switzerland
$1.4B -$323M -19,503,176 -19%
U
37
UBS
Switzerland
$1.34B -$97.8M -5,898,480 -7%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$1.33B -$63.1M -3,808,336 -5%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$1.26B -$859K -51,828 -0.1%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.15B -$5.84M -352,492 -0.5%
Capital World Investors
41
Capital World Investors
California
$1.15B
GC
42
Greenlight Capital
New York
$1.14B
HSBC Holdings
43
HSBC Holdings
United Kingdom
$1.11B +$138M +8,300,208 +15%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$1.08B +$87.5M +5,279,624 +9%
BlackRock
45
BlackRock
New York
$1.04B -$12.5M -754,936 -1%
Baillie Gifford & Co
46
Baillie Gifford & Co
United Kingdom
$1.04B -$152M -9,158,156 -13%
Prudential Financial
47
Prudential Financial
New Jersey
$1.04B -$122M -7,353,780 -11%
WRF
48
Waddell & Reed Financial
Kansas
$1.04B -$433M -26,118,120 -30%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$1.01B -$1.04M -62,636 -0.1%
Winslow Capital Management
50
Winslow Capital Management
Minnesota
$1.01B -$293M -17,686,956 -23%

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.