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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
FSA
601
Franklin Street Advisors
North Carolina
$16.3M +$1.04M +62,748 +7%
AFG
602
Albion Financial Group
Utah
$16.2M +$75.7K +4,564 +0.5%
TRCT
603
Tower Research Capital (TRC)
New York
$16.2M +$14.3M +863,856 +979%
RAM
604
Roumell Asset Management
Maryland
$16.2M +$40.4K +2,436 +0.3%
FCH
605
Freestone Capital Holdings
Washington
$16.1M +$1.01M +60,704 +7%
SL
606
Summitry LLC
California
$16.1M +$545K +32,844 +4%
RP
607
Raiff Partners
New York
$16.1M +$15.6M +943,600 New
MAM
608
Mark Asset Management
New York
$16M +$15.6M +939,680 New
MJRIC
609
Mogy Joel R Investment Counsel
California
$16M +$156K +9,436 +1%
AIA
610
Alerus Investment Advisors
Minnesota
$16M +$3.11M +187,292 +25%
BCAM
611
Boston Common Asset Management
Massachusetts
$15.9M -$817K -49,252 -5%
EB
612
Eastern Bank
Massachusetts
$15.9M -$587K -35,420 -4%
NC
613
NBW Capital
Massachusetts
$15.8M +$611K +36,848 +4%
LWCA
614
Locust Wood Capital Advisers
New York
$15.8M +$7.57M +456,540 +97%
WTC
615
WhitTier Trust Company
Nevada
$15.8M -$13.5K -812 -0.1%
ECM
616
Ensemble Capital Management
California
$15.7M +$9.29K +560 +0.1%
HA
617
Halsey Associates
Connecticut
$15.7M +$112K +6,748 +0.7%
EGA
618
Eagle Global Advisors
Texas
$15.6M -$193K -11,620 -1%
RIM
619
RS Investment Management
California
$15.5M +$6.22M +374,892 +70%
KRSITF
620
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$15.4M +$15M +906,304 New
Carson Wealth (CWM LLC)
621
Carson Wealth (CWM LLC)
Nebraska
$15.4M +$15M +905,940 New
CA
622
Cetera Advisors
Colorado
$15.4M -$57.6K -3,472 -0.4%
MFS
623
MSI Financial Services
Massachusetts
$15.3M +$1.29M +77,784 +9%
BBHC
624
Brown Brothers Harriman & Co
New York
$15.3M -$2.87M -173,180 -16%
CC
625
Chanos & Company
New York
$15.2M -$4.9M -295,680 -25%

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.