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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
TBA
726
Train Babcock Advisors
New York
$11.2M -$77.5K -4,676 -0.7%
LMIM
727
Lockheed Martin Investment Management
Maryland
$11.2M +$5.34M +322,000 +96%
HHMI
728
Howard Hughes Medical Institute
Maryland
$11.2M +$2.36M +142,352 +28%
JIM
729
Jupiter Investment Management
United Kingdom
$11.1M +$4.96M +299,432 +84%
CICI
730
Capital Investment Counsel Inc
North Carolina
$11.1M +$226K +13,636 +2%
PAM
731
PartnerRe Asset Management
Connecticut
$11M -$1.82M -110,012 -15%
DCLA
732
Douglas C. Lane & Associates
New York
$11M +$1.08M +65,240 +11%
MAM
733
Mizuho Asset Management
Japan
$11M -$1.51M -91,084 -12%
PAM
734
Premier Asset Management
Illinois
$11M +$10.7M +643,552 New
FLII
735
First Long Island Investors
New York
$10.9M +$88.2K +5,320 +0.8%
GJCM
736
Grand Jean Capital Management
California
$10.9M -$59.9K -3,612 -0.6%
LCM
737
LVM Capital Management
Michigan
$10.8M -$30.6K -1,848 -0.3%
GIP
738
Granite Investment Partners
California
$10.8M -$253K -15,260 -2%
OA
739
OFI Advisors
Pennsylvania
$10.8M -$441K -26,600 -4%
PP
740
Paloma Partners
Connecticut
$10.7M +$9.83M +593,124 +1,580%
RJT
741
Raymond James Trust
Florida
$10.7M +$506K +30,520 +5%
FAT
742
First American Trust
California
$10.7M +$212K +12,768 +2%
VAS
743
Valicenti Advisory Services
New York
$10.6M -$585K -35,308 -5%
HCM
744
Harvey Capital Management
Florida
$10.6M -$69.6K -4,200 -0.7%
GIA
745
Guyasuta Investment Advisors
Pennsylvania
$10.6M +$85.9K +5,180 +0.8%
HCMT
746
Highland Capital Management (Tennessee)
Tennessee
$10.6M -$287K -17,332 -3%
CI
747
Cincinnati Insurance
Ohio
$10.5M
CWM
748
Calamos Wealth Management
Illinois
$10.5M +$764K +46,088 +8%
P
749
Pitcairn
Pennsylvania
$10.5M +$3.21M +193,872 +46%
LDB
750
Lee, Danner & Bass
Tennessee
$10.4M +$544K +32,788 +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.