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
Mirae Asset Global Investments
776
Mirae Asset Global Investments
South Korea
$9.62M +$3.83M +230,804 +69%
WM
777
WCG Management
New York
$9.6M -$28.7M -1,733,760 -75%
AIS
778
AlphaOne Investment Services
Pennsylvania
$9.6M +$8.29M +500,080 +787%
ACM
779
Apex Capital Management
Ohio
$9.58M -$2.53M -152,488 -21%
SAM
780
Silvercrest Asset Management
New York
$9.48M +$438K +26,432 +5%
BIA
781
Biondo Investment Advisors
Pennsylvania
$9.47M +$242K +14,588 +3%
FMBTD
782
First Midwest Bank Trust Division
Illinois
$9.45M +$2.17M +130,956 +31%
CC
783
ClearArc Capital
Ohio
$9.45M -$767K -46,256 -8%
GLAM
784
Gardner Lewis Asset Management
Pennsylvania
$9.4M -$188K -11,340 -2%
TH
785
TCTC Holdings
Texas
$9.39M +$373K +22,484 +4%
BT
786
Beacon Trust
New Jersey
$9.36M -$312K -18,816 -3%
DD
787
Dominick & Dominick
New York
$9.29M +$248K +14,952 +3%
BPM
788
Bowling Portfolio Management
Ohio
$9.29M -$431K -25,984 -5%
MC
789
Middleton & Co
Massachusetts
$9.26M -$2.13M -128,604 -19%
CTA
790
Colonial Trust Advisors
South Carolina
$9.2M -$104K -6,272 -1%
CAM
791
Carret Asset Management
New York
$9.15M +$365K +22,008 +4%
TA
792
TBP Advisors
New York
$9.09M -$1.01M -60,648 -10%
DP
793
Dearborn Partners
Illinois
$9.07M +$797K +48,076 +10%
WAM
794
Weatherly Asset Management
California
$9.07M +$388K +23,408 +5%
DA
795
Dillon & Associates
Michigan
$9.03M +$54.3K +3,276 +0.7%
FNB
796
First Niagara Bank
New York
$9.02M -$588K -35,448 -6%
BFS
797
Baskin Financial Services
Ontario, Canada
$9.01M +$344K +20,776 +4%
NSAM
798
North Star Asset Management
Wisconsin
$8.93M -$3.25K -196 -0%
GF
799
Gerstein Fisher
New York
$8.92M -$2.77M -167,244 -24%
HBWM
800
Hollow Brook Wealth Management
New York
$8.91M +$22.3K +1,344 +0.3%

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.