We are live on ! Find out more

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
SLF
751
Sun Life Financial
Ontario, Canada
$10.4M -$562K -33,880 -5%
VWM
752
Valley Wealth Managers
New Jersey
$10.3M +$51.1K +3,080 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
753
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.3M +$23.2K +1,400 +0.2%
ICOA
754
Investment Centers of America
North Dakota
$10.3M +$1.68M +101,052 +20%
BIC
755
Bridges Investment Counsel
Nebraska
$10.2M +$52.9K +3,192 +0.5%
RJFSA
756
Raymond James Financial Services Advisors
Florida
$10.2M -$64.1M -3,864,224 -87%
FNBT
757
FineMark National Bank & Trust
Florida
$10.1M +$593K +35,756 +6%
GI
758
GAMCO Investors
Connecticut
$10.1M +$1.86M +112,056 +23%
MCM
759
MAI Capital Management
Ohio
$10.1M -$1.56M -94,108 -14%
CCM
760
Chickasaw Capital Management
Tennessee
$10M -$99.8K -6,020 -1%
VCM
761
Violich Capital Management
California
$10M -$4.64K -280 -0%
CA
762
CapWealth Advisors
Tennessee
$10M +$287K +17,304 +3%
KPCM
763
Kings Point Capital Management
New York
$10M +$784K +47,292 +9%
MFBTD
764
MB Financial Bank - Trust Department
Illinois
$10M +$760K +45,836 +8%
CCC
765
Chelsea Counsel Company
California
$10M +$524K +31,612 +6%
FOAM
766
Five Oceans Asset Management
Australia
$9.95M -$254K -15,344 -3%
JCM
767
Jag Capital Management
Missouri
$9.91M -$629K -37,940 -6%
CPSAC
768
Chas P. Smith & Associates (CPS)
Florida
$9.91M +$1.93M +116,200 +25%
VCAM
769
Van Cleef Asset Management
Ohio
$9.81M +$343K +20,692 +4%
BAS
770
Brown Advisory Securities
Maryland
$9.79M +$6.04K +364 +0.1%
BCM
771
Buckhead Capital Management
Georgia
$9.76M +$262K +15,792 +3%
FAM
772
Fiduciary Asset Management
Missouri
$9.75M -$1.03M -61,880 -10%
DP
773
DSAM Partners
United Kingdom
$9.74M +$9.49M +572,292 New
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$9.74M -$1.41M -85,260 -13%
CAM
775
Cypress Asset Management
Texas
$9.7M -$169K -10,220 -2%

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.