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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
BB
626
Busey Bank
Illinois
$15.1M +$2.24M +135,016 +18%
PL
627
Perpetual Ltd
Australia
$15.1M +$208K +12,544 +1%
MCM
628
Maryland Capital Management
Maryland
$15.1M +$81.7K +4,928 +0.6%
BWP
629
Baldwin Wealth Partners
Massachusetts
$15M +$172K +10,360 +1%
MERSOM
630
Municipal Employees' Retirement System of Michigan
Michigan
$14.9M +$14.5M +876,400 New
FIM
631
Frontier Investment Management
Texas
$14.9M -$225K -13,552 -2%
ZCM
632
Ziegler Capital Management
Illinois
$14.8M -$334K -20,160 -2%
NPC
633
National Planning Corporation
California
$14.6M +$3.37M +203,532 +32%
BPB
634
Badgley, Phelps & Bell
Washington
$14.5M -$348K -21,000 -2%
GACM
635
Green Arrow Capital Management
New York
$14.5M +$14.1M +849,884 New
ZIC
636
ZWJ Investment Counsel
Georgia
$14.4M -$118K -7,140 -0.8%
AL
637
Agran Libbie
California
$14.3M -$29.2K -1,764 -0.2%
MG
638
Meditor Group
Bermuda
$14.3M -$5.11M -308,000 -27%
CAI
639
Capital Advisors Inc
Oklahoma
$14.2M -$34.4K -2,072 -0.2%
NB
640
NBT Bank
New York
$14.2M -$214K -12,880 -2%
LFM
641
Lumina Fund Management
New York
$14.2M
DBG
642
De Burlo Group
Massachusetts
$14.1M +$2.32K +140 +0%
FB
643
Fulton Bank
Pennsylvania
$14M +$340K +20,524 +3%
LCM
644
Laurion Capital Management
New York
$14M +$13.7M +824,152 New
AAM
645
Advisors Asset Management
Colorado
$14M +$2.39M +144,060 +21%
FBNAT
646
FirstMerit Bank N.A. Trustee
Ohio
$14M -$527K -31,780 -4%
DRZID
647
DePrince Race & Zollo Inc (DRZ)
Florida
$14M +$13.6M +820,400 New
FWCM
648
Ferguson Wellman Capital Management
Oregon
$14M +$10.1M +606,396 +284%
DMIC
649
Dixon Mitchell Investment Counsel
British Columbia, Canada
$14M +$348K +20,972 +3%
GA
650
Geneva Advisors
Illinois
$13.9M -$888K -53,536 -6%

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.