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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
RP
676
Reinhart Partners
Wisconsin
$12.8M -$56.2K -3,388 -0.4%
Natixis Advisors
677
Natixis Advisors
Massachusetts
$12.8M +$1.07M +64,652 +9%
MHC
678
Meyer Handelman Company
New York
$12.8M +$325K +19,600 +3%
RC
679
RegentAtlantic Capital
New Jersey
$12.8M +$781K +47,096 +7%
FIB
680
First Interstate Bank
Montana
$12.7M +$187K +11,256 +2%
MC
681
MIG Capital
California
$12.7M
OPCM
682
Osborne Partners Capital Management
California
$12.7M +$140K +8,456 +1%
CR
683
Cooperatieve Rabobank
Netherlands
$12.7M -$8.42M -507,920 -41%
CAG
684
Crestwood Advisors Group
Massachusetts
$12.6M +$50.1K +3,024 +0.4%
NPA
685
Nichols & Pratt Advisers
Massachusetts
$12.6M +$271K +16,324 +2%
BIM
686
Bridges Investment Management
Nebraska
$12.5M +$1.07M +64,484 +10%
HCMNY
687
Howard Capital Management (New York)
New York
$12.2M +$596K +35,952 +5%
MWNA
688
Marshall Wace North America
New York
$12.2M +$3.04M +183,596 +34%
MYAM
689
Meiji Yasuda Asset Management
Japan
$12.1M -$46.4K -2,800 -0.4%
GWM
690
Greenwich Wealth Management
Connecticut
$12.1M +$11.1K +672 +0.1%
NAM
691
North American Management
Massachusetts
$12.1M +$636K +38,388 +6%
GLRA
692
Gerald L. Ray & Associates
Texas
$12M +$37.1K +2,240 +0.3%
AW
693
ACG Wealth
Georgia
$12M +$1.36M +81,956 +13%
NPF
694
Norris Perne & French
Michigan
$12M +$176K +10,640 +2%
BA
695
Birinyi Associates
Connecticut
$12M +$836K +50,400 +8%
PNC
696
Park National Corp
Ohio
$11.9M +$558K +33,656 +5%
CBB
697
Citizens Business Bank
California
$11.9M -$1.37M -82,348 -11%
NIM
698
Nexus Investment Management
Ontario, Canada
$11.8M +$229K +13,804 +2%
Fuller & Thaler Asset Management
699
Fuller & Thaler Asset Management
California
$11.8M +$1.07M +64,400 +10%
WCA
700
Waratah Capital Advisors
Ontario, Canada
$11.8M +$11.5M +692,300 New

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.