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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
NRS
526
Neville Rodie & Shaw
New York
$21.6M -$871K -52,528 -4%
EOJOAM
527
E. Ohman J:or Asset Management
Sweden
$21.6M -$590K -35,560 -3%
CCM
528
Chilton Capital Management
Texas
$21.5M +$88.7K +5,348 +0.4%
TCM
529
Twin Capital Management
Pennsylvania
$21.5M -$232K -14,000 -1%
BPBT
530
Boston Private Bank & Trust
Massachusetts
$21.5M -$1.28M -77,168 -6%
OAM
531
Origin Asset Management
United Kingdom
$21.4M -$484K -29,204 -2%
NLGIA
532
Nippon Life Global Investors Americas
New York
$21.3M -$933K -56,280 -4%
IHL
533
Investment House LLC
California
$21.3M -$83.6K -5,040 -0.4%
BAM
534
Burnham Asset Management
New York
$21.2M -$2.05M -123,424 -9%
Northwestern Mutual Wealth Management
535
Northwestern Mutual Wealth Management
Wisconsin
$21.1M +$474K +28,588 +2%
DIA
536
Davidson Investment Advisors
Montana
$21.1M +$55.7K +3,360 +0.3%
RI
537
Redwood Investments
Massachusetts
$21M -$17.6K -1,064 -0.1%
NPIT
538
National Penn Investors Trust
Pennsylvania
$20.9M -$62.7K -3,780 -0.3%
SRIM
539
Saratoga Research & Investment Management
California
$20.7M -$402K -24,248 -2%
TAM
540
Trillium Asset Management
Massachusetts
$20.5M +$606K +36,568 +3%
LG
541
LaFleur & Godfrey
Michigan
$20.4M -$254K -15,316 -1%
CII
542
Capital International Inc
California
$20.4M -$14M -846,160 -41%
FNBOO
543
First National Bank of Omaha
Nebraska
$20.3M -$736K -44,380 -4%
GAM
544
Gotham Asset Management
New York
$19.9M +$950K +57,316 +5%
QI
545
QS Investors
New York
$19.6M -$206K -12,432 -1%
AIA
546
Avalon Investment & Advisory
Texas
$19.6M -$1.79M -108,024 -9%
NM
547
Nokota Management
New York
$19.5M +$7.52M +453,600 +65%
GG
548
Gofen & Glossberg
Illinois
$19.5M +$2.43M +146,356 +15%
CI
549
Conning Inc
Connecticut
$19.4M +$339K +20,440 +2%
IG
550
Ithaka Group
Virginia
$19.4M +$691K +41,664 +4%

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.