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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
BFS
501
Bradley Foster & Sargent
Connecticut
$23.4M -$2.87M -173,264 -11%
SFS
502
Signator Financial Services
Massachusetts
$23.4M -$33.4K -2,016 -0.1%
SFM
503
Systematic Financial Management
New Jersey
$23.2M +$22.2M +1,340,444 +5,984%
FAB
504
First American Bank
Illinois
$23.2M +$2.75M +165,788 +14%
PP
505
Patten & Patten
Tennessee
$23M +$860K +51,884 +4%
AAM
506
AMI Asset Management
California
$23M +$158K +9,520 +0.7%
RIL
507
Rothschild Investment LLC
Illinois
$23M -$1.63M -98,224 -7%
BUB
508
BBVA USA Bancshares
Texas
$22.9M +$1.89M +113,876 +9%
SCM
509
Shelton Capital Management
Colorado
$22.9M +$1.73M +104,496 +8%
CT
510
Cambridge Trust
Massachusetts
$22.7M -$138K -8,344 -0.6%
EC
511
EMS Capital
New York
$22.7M +$18.4M +1,108,800 +495%
ECM
512
Empire Capital Management
Connecticut
$22.4M +$21.8M +1,316,000 New
SCM
513
Suffolk Capital Management
New York
$22.4M -$388K -23,380 -2%
DJSG
514
D.J. St. Germain
Massachusetts
$22.3M +$301K +18,144 +1%
CSIC
515
Clifford Swan Investment Counsel
California
$22.3M +$1.21M +72,828 +6%
PDM
516
Penn Davis McFarland
Texas
$22.2M +$3.77M +227,584 +21%
MCM
517
Munder Capital Management
Michigan
$22.2M -$3.6M -217,280 -14%
CAM
518
Centre Asset Management
New York
$22.2M -$2.48M -149,520 -10%
SM
519
Senvest Management
New York
$22.1M +$5.9M +355,600 +38%
CS
520
Cannell & Spears
New York
$22M -$4.48M -270,452 -17%
DSAM
521
Dock Street Asset Management
Florida
$22M +$98.9K +5,964 +0.5%
AFG
522
American Financial Group
Ohio
$21.9M
QI
523
Qualcomm Inc
California
$21.7M
GHA
524
GW Henssler & Associates
Georgia
$21.7M -$562K -33,908 -3%
SPC
525
Standard Pacific Capital
California
$21.6M +$21M +1,268,736 New

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.