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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
KLWA
551
Kelly Lawrence W & Associates
California
$19.3M +$761K +45,920 +4%
MWR
552
McAdams Wright Ragen
Washington
$19.3M +$879K +53,032 +5%
SCM
553
SeaStone Capital Management
New York
$19.3M +$3.2M +193,116 +21%
CC
554
Chubb Corp
New Jersey
$19.1M +$4.64M +280,000 +33%
AIA
555
Affinity Investment Advisors
California
$19M -$9.38M -565,712 -34%
LI
556
LMCG Investments
Massachusetts
$19M -$507K -30,576 -3%
SM
557
Scoggin Management
New York
$19M +$1.39M +84,000 +8%
CAM
558
Coronation Asset Management
South Africa
$19M -$1.76M -106,400 -10%
FTIOP
559
Fiduciary Trust International of Pennsylvania
Pennsylvania
$19M +$1.74M +105,084 +10%
APFBOT
560
Amica Pension Fund Board of Trustees
Rhode Island
$18.7M
AIM
561
Avity Investment Management
Connecticut
$18.6M -$337K -20,300 -2%
Jane Street
562
Jane Street
New York
$18.5M -$20.7M -1,251,292 -54%
PWP
563
Private Wealth Partners
California
$18.4M -$1.37M -82,376 -7%
NEI
564
Northwest & Ethical Investments
Ontario, Canada
$18.4M +$17.9M +1,082,480 New
MME
565
Meag Munich Ergo
Germany
$18.3M -$13.1M -792,876 -43%
ZA
566
Zweig Advisers
Connecticut
$18.2M -$9.1M -548,800 -34%
GMIM
567
General Motors Investment Management
New York
$18.2M -$3.35M -202,160 -16%
GP
568
GLG Partners
United Kingdom
$18.1M +$8.79M +530,040 +100%
BHC
569
Bowen Hanes & Co
Florida
$18M -$355K -21,420 -2%
FLPIM
570
F.L. Putnam Investment Management
Massachusetts
$18M +$802K +48,384 +5%
LSV Asset Management
571
LSV Asset Management
Illinois
$17.9M +$766K +46,200 +5%
WCM
572
Winton Capital Management
United Kingdom
$17.7M -$14.7M -886,284 -46%
PP
573
Palladium Partners
Virginia
$17.7M +$213K +12,824 +1%
QAM
574
QCI Asset Management
New York
$17.7M +$338K +20,356 +2%
AIP
575
Ameritas Investment Partners
Nebraska
$17.7M +$8.88M +535,640 +107%

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.