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
AHC
576
Adell Harriman & Carpenter
Texas
$17.6M -$37.6K -2,268 -0.2%
QIM
577
Quest Investment Management
Oregon
$17.6M +$7.41M +446,908 +77%
EWA
578
EP Wealth Advisors
California
$17.5M +$585K +35,280 +4%
GT
579
Greenleaf Trust
Michigan
$17.5M +$405K +24,416 +2%
BOTW
580
Bank of the West
California
$17.4M -$1.01M -60,732 -6%
Fiera Capital (Canada)
581
Fiera Capital (Canada)
Quebec, Canada
$17.3M +$2.97M +179,200 +21%
IA
582
Icon Advisers
Colorado
$17.2M -$204K -12,320 -1%
CIP
583
Chartwell Investment Partners
Pennsylvania
$17.2M +$1.38M +83,020 +9%
RGA
584
Red Granite Advisors
Wisconsin
$17.2M -$31.1K -1,876 -0.2%
PFM
585
Parsec Financial Management
North Carolina
$17.1M +$1.33M +80,416 +9%
GCC
586
Guardian Capital (Canada)
Ontario, Canada
$17M +$16.5M +996,044 New
GIM
587
Gyrus Investment Management
Ontario, Canada
$16.9M +$553K +33,376 +4%
SIP
588
Stoneridge Investment Partners
Pennsylvania
$16.9M -$325K -19,628 -2%
WFM
589
Wilmington Funds Management
Delaware
$16.8M +$787K +47,460 +5%
WCM
590
Windward Capital Management
California
$16.7M -$1.38M -83,384 -8%
CI
591
Constellation Investments
Ohio
$16.7M +$499K +30,100 +3%
GJIC
592
Gamble Jones Investment Counsel
California
$16.7M +$265K +15,988 +2%
NSEDCP
593
NJ State Employees Deferred Compensation Plan
New Jersey
$16.7M
PG
594
PEAK6 Group
Illinois
$16.6M +$11.6M +698,964 +56%
SCA
595
SAC Capital Advisors
Connecticut
$16.6M -$14.1M -849,184 -47%
DGI
596
Disciplined Growth Investors
Minnesota
$16.6M -$577K -34,776 -3%
GLA
597
Great Lakes Advisors
Illinois
$16.6M +$1.3M +78,540 +9%
CC
598
Carlson Capital
Texas
$16.4M +$16M +964,320 New
AIMCA
599
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16.4M -$14.3M -862,400 -47%
AT
600
Arvest Trust
Oklahoma
$16.3M -$110K -6,664 -0.7%

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.