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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
BRA
701
Bender Robert & Associates
California
$11.8M +$4.18K +252 +0%
MAM
702
Mastrapasqua Asset Management
Tennessee
$11.7M -$72.9K -4,396 -0.6%
Mariner
703
Mariner
Kansas
$11.7M +$769K +46,396 +7%
FCM
704
Firsthand Capital Management
California
$11.7M
HW
705
Hancock Whitney
Mississippi
$11.6M +$356K +21,448 +3%
AC
706
Addenda Capital
Quebec, Canada
$11.6M +$590K +35,560 +5%
WA
707
Whitebox Advisors
Minnesota
$11.6M +$9.93M +598,920 +718%
CC
708
Courier Capital
New York
$11.6M +$403K +24,304 +4%
AB
709
Amalgamated Bank
New York
$11.6M -$292K -17,584 -3%
BRWA
710
B. Riley Wealth Advisors
Florida
$11.6M +$896K +54,040 +9%
MCTIC
711
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$11.6M -$3.1M -186,844 -22%
BCM
712
Becker Capital Management
Oregon
$11.6M +$234K +14,140 +2%
BA
713
Bridgewater Associates
Connecticut
$11.6M +$6.64M +400,400 +143%
EIA
714
Edgemoor Investment Advisors
Maryland
$11.6M -$153K -9,212 -1%
HRIA
715
Haberer Registered Investment Advisor
Ohio
$11.6M -$3.43M -206,892 -23%
SCM
716
Sigma Capital Management
Connecticut
$11.4M -$13.2M -798,000 -54%
BAM
717
Barrett Asset Management
New York
$11.4M -$116K -7,000 -1%
BOH
718
Bank of Hawaii
Hawaii
$11.4M +$338K +20,412 +3%
RGI
719
River Global Investors
United Kingdom
$11.4M -$19.3M -1,163,792 -63%
KIA
720
KCM Investment Advisors
California
$11.4M +$112K +6,776 +1%
CCM
721
Catawba Capital Management
Virginia
$11.3M +$156K +9,408 +1%
LBC
722
Lowe Brockenbrough & Co
Virginia
$11.3M -$59.9K -3,612 -0.5%
BC
723
Burney Company
Virginia
$11.3M -$99.8K -6,020 -0.9%
CFM
724
Country Fund Management
Illinois
$11.3M
RFA
725
Reilly Financial Advisors
California
$11.3M +$11.6K +700 +0.1%

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.