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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
WAM
801
Winslow Asset Management
Ohio
$8.9M +$104K +6,272 +1%
KFC
802
Klingenstein Fields & Co
New York
$8.83M -$2.94M -177,604 -26%
TCM
803
TimesSquare Capital Management
New York
$8.79M -$4.02M -242,508 -32%
HC
804
Highmount Capital
New York
$8.77M +$773K +46,620 +10%
DG
805
Davidson & Garrard
Virginia
$8.74M +$94.7K +5,712 +1%
NC
806
Nokomis Capital
Texas
$8.69M +$8.46M +510,160 New
SCI
807
S&CO Inc
Massachusetts
$8.67M
CCT
808
Chemung Canal Trust
New York
$8.65M +$1.42M +85,792 +20%
AF
809
Arrow Financial
New York
$8.65M +$488K +29,428 +6%
LIM
810
Leavell Investment Management
Alabama
$8.61M +$162K +9,800 +2%
BCM
811
Bluefin Capital Management
New York
$8.6M +$49.7K +2,996 +0.6%
PWAP
812
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$8.55M -$732K -44,128 -8%
IC
813
InterOcean Capital
Illinois
$8.54M +$762K +45,948 +10%
MPM
814
Meritage Portfolio Management
Kansas
$8.51M -$2.37M -142,772 -22%
BII
815
Bainco International Investors
Massachusetts
$8.5M +$1.24M +74,620 +18%
ECM
816
Evergreen Capital Management
Washington
$8.5M -$1.19M -71,960 -13%
TWA
817
TCI Wealth Advisors
Arizona
$8.49M -$389K -23,464 -4%
SSB
818
Sandy Spring Bank
Maryland
$8.49M +$116K +7,000 +1%
DDPIC
819
Deroy & Devereaux Private Investment Counsel
Michigan
$8.47M +$166K +10,024 +2%
Envestnet Asset Management
820
Envestnet Asset Management
Illinois
$8.43M +$903K +54,488 +12%
BFO
821
Boston Family Office
Massachusetts
$8.41M +$106K +6,412 +1%
WSTAM
822
Wilbanks Smith & Thomas Asset Management
Virginia
$8.4M +$338K +20,356 +4%
CCM
823
Compton Capital Management
Rhode Island
$8.4M +$225K +13,580 +3%
YIA
824
YHB Investment Advisors
Connecticut
$8.34M -$114K -6,888 -1%
BHIA
825
Birch Hill Investment Advisors
Massachusetts
$8.31M +$1.06M +64,148 +15%

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.