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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
Charles Schwab
51
Charles Schwab
California
$996M +$3.44M +207,620 +0.4%
SG Americas Securities
52
SG Americas Securities
New York
$985M -$61.9M -3,731,392 -6%
Brown Advisory
53
Brown Advisory
Maryland
$983M +$53.4M +3,218,768 +6%
PI
54
Putnam Investments
Massachusetts
$981M -$242M -14,600,544 -20%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$944M -$55M -3,318,868 -6%
Deutsche Bank
56
Deutsche Bank
Germany
$941M -$709M -42,788,256 -44%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$916M -$751M -45,277,652 -46%
Massachusetts Financial Services
58
Massachusetts Financial Services
Massachusetts
$905M -$77M -4,645,984 -8%
BIM
59
BlackRock Investment Management
Delaware
$892M -$36.8M -2,217,432 -4%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$853M +$36.8M +2,221,268 +5%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$826M -$915K -55,188 -0.1%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$805M +$24.2M +1,458,716 +3%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$796M +$263M +15,842,036 +51%
Allianz Asset Management
64
Allianz Asset Management
Germany
$780M -$62M -3,741,920 -8%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$762M -$11.8M -709,212 -2%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$762M -$118M -7,123,984 -14%
Fisher Asset Management
67
Fisher Asset Management
Washington
$734M +$3.62M +218,232 +0.5%
Barclays
68
Barclays
United Kingdom
$710M +$223M +13,453,636 +47%
Canada Pension Plan Investment Board
69
Canada Pension Plan Investment Board
Ontario, Canada
$697M -$21.9M -1,322,496 -3%
APG Asset Management
70
APG Asset Management
Netherlands
$683M -$77.9M -4,699,520 -10%
EIP
71
Epoch Investment Partners
New York
$660M +$86.8M +5,237,064 +16%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$657M +$11.7M +707,000 +2%
SF
73
Sarofim Fayez
Texas
$652M +$635M +38,304,308 New
MAA
74
Managed Account Advisors
New Jersey
$652M -$97.8M -5,899,460 -13%
SONJCPFA
75
State of New Jersey Common Pension Fund A
New Jersey
$643M -$30.2M -1,820,000 -5%

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.