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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
AP
651
Appleton Partners
Massachusetts
$13.9M -$303K -18,284 -2%
Daiwa Securities Group
652
Daiwa Securities Group
Japan
$13.9M -$279K -16,800 -2%
DPIM
653
Duff & Phelps Investment Management
Illinois
$13.8M -$92.8K -5,600 -0.7%
FCI
654
Financial Counselors Inc
Kansas
$13.8M -$1.31M -79,156 -9%
GIA
655
Granite Investment Advisors
New Hampshire
$13.6M -$125K -7,560 -0.9%
BCM
656
Brown Capital Management
Maryland
$13.6M -$28.3K -1,708 -0.2%
RG
657
Rathbones Group
United Kingdom
$13.6M +$735K +44,352 +6%
WB
658
Webster Bank
Connecticut
$13.6M -$6.96K -420 -0.1%
ELC
659
Edgar Lomax Company
Virginia
$13.6M -$1.16M -70,000 -8%
LCM
660
Lionstone Capital Management
New York
$13.5M
PSI
661
Pinnacle Summer Investments
Virginia
$13.5M +$9.33M +562,912 +245%
SYBT
662
Stock Yards Bank & Trust
Kentucky
$13.5M -$9.93M -599,088 -43%
LHC
663
Levy Harkins & Co
New York
$13.4M +$142K +8,540 +1%
PCM
664
Palisade Capital Management
New Jersey
$13.4M +$620K +37,408 +5%
IC
665
Inverness Counsel
New York
$13.4M -$943K -56,896 -7%
AA
666
Ancient Art
Texas
$13.3M -$3.48M -210,000 -21%
AII
667
AGF Investments Inc
Ontario, Canada
$13.3M +$13M +784,000 New
CWM
668
Concert Wealth Management
California
$13.3M -$131K -7,896 -1%
RIG
669
Roosevelt Investment Group
New York
$13.2M -$705K -42,504 -5%
MYLI
670
Meiji Yasuda Life Insurance
Japan
$13.2M -$590K -35,560 -4%
PGFC
671
Peapack-Gladstone Financial Corp
New Jersey
$13.1M +$766K +46,172 +6%
DCM
672
Driehaus Capital Management
Illinois
$13.1M -$282K -16,996 -2%
WP
673
WMS Partners
Maryland
$13M -$142K -8,568 -1%
CCM
674
Covington Capital Management
California
$13M +$468K +28,252 +4%
LNB
675
Ledyard National Bank
$12.9M -$1.77M -106,932 -12%

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.