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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
LMGAM
476
Liberty Mutual Group Asset Management
Massachusetts
$26.2M +$4.65M +280,308 +22%
SC
477
Scotia Capital
Ontario, Canada
$26.1M -$445K -26,824 -2%
BA
478
Boston Advisors
Massachusetts
$26.1M -$5.78M -348,768 -19%
HIMC
479
Heritage Investors Management Corp
Maryland
$25.8M +$590K +35,560 +2%
HJGA
480
Hardman Johnston Global Advisors
Connecticut
$25.7M +$1.9M +114,800 +8%
BFIC
481
Bedell Frazier Investment Counselling
California
$25.7M +$136K +8,204 +0.5%
BSPF
482
British Steel Pension Fund
United Kingdom
$25.5M -$1.43M -86,212 -5%
SF
483
Synovus Financial
Georgia
$25.4M -$6.93M -418,152 -22%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$25.3M +$5.09M +306,964 +26%
CIS
485
Capital International Sarl
California
$25M +$4.74M +285,880 +24%
CONA
486
Capital One National Association
New York
$24.9M -$2.69M -162,428 -10%
Robeco Institutional Asset Management
487
Robeco Institutional Asset Management
Netherlands
$24.9M -$156M -9,417,352 -87%
FBA
488
Front Barnett Associates
Illinois
$24.7M +$94.2K +5,684 +0.4%
SIC
489
Salem Investment Counselors
North Carolina
$24.5M +$4.18K +252 +0%
Two Sigma Advisers
490
Two Sigma Advisers
New York
$24.5M +$23.8M +1,437,408 New
PMAM
491
Picton Mahoney Asset Management
Ontario, Canada
$24.2M +$8.68M +523,600 +58%
CAM
492
Cacti Asset Management
Georgia
$24.1M +$9.19M +553,980 +64%
NLI
493
Nippon Life Insurance
Japan
$23.9M -$2.21M -133,308 -9%
JCM
494
Janney Capital Management
Pennsylvania
$23.9M +$1.51M +90,972 +7%
SCM
495
Stux Capital Management
New York
$23.9M +$928K +56,000 +4%
NIM
496
Northeast Investment Management
Massachusetts
$23.8M -$2.78M -167,916 -11%
BVDMP
497
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$23.8M
MCM
498
Murphy Capital Management
New Jersey
$23.8M -$623K -37,604 -3%
VCM
499
Vision Capital Management
Oregon
$23.6M -$2.66M -160,160 -10%
MIM
500
Martin Investment Management
Florida
$23.5M +$33.4K +2,016 +0.1%

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.