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
MIM
826
Marco Investment Management
Georgia
$8.3M -$458K -27,608 -5%
MUS
827
Mitsubishi UFJ Securities
Japan
$8.29M -$4.46M -268,800 -36%
CAM
828
Chesapeake Asset Management
New York
$8.29M +$4.65M +280,728 +136%
TSBJ
829
Trevor, Stewart, Burton & Jacobsen
New York
$8.27M +$467K +28,140 +6%
PCM
830
Palouse Capital Management
Washington
$8.24M -$93.3K -5,628 -1%
WTIM
831
Wilmington Trust Investment Management
Delaware
$8.23M +$29.2K +1,764 +0.4%
SCM
832
Snow Capital Management
Pennsylvania
$8.21M +$6.13M +369,880 +329%
RCP
833
Rothschild Capital Partners
New York
$8.2M +$492K +29,680 +7%
SAM
834
Symphony Asset Management
California
$8.19M -$565K -34,048 -7%
BMC
835
Benin Management Corp
Connecticut
$8.18M +$1.37M +82,796 +21%
DY
836
Dowling & Yahnke
California
$8.16M -$201K -12,096 -2%
VCM
837
Vigilant Capital Management
Maine
$8.15M -$391K -23,576 -5%
ECM
838
Everence Capital Management
Indiana
$8.14M -$292K -17,640 -4%
RSS
839
Rosenblum Silverman Sutton
California
$8.13M +$7.92M +477,708 New
RP
840
Realm Partners
New York
$8.11M -$2.46M -148,400 -24%
OCM
841
Olstein Capital Management
New York
$8.11M -$928K -56,000 -11%
TAM
842
Taurus Asset Management
New York
$8.07M -$97.5K -5,880 -1%
PVH
843
Psagot Value Holdings
Israel
$8.07M -$14.6M -881,748 -65%
HIC
844
Hartline Investment Corp
Illinois
$8.05M -$130K -7,840 -2%
SM
845
Stratton Management
Pennsylvania
$8.04M +$1.82M +109,508 +30%
DAM
846
Doheny Asset Management
California
$8.03M -$69.6K -4,200 -0.9%
HC
847
Hourglass Capital
Texas
$8.03M +$14.9K +896 +0.2%
LWM
848
Lyons Wealth Management
Florida
$8.02M +$1.85M +111,468 +31%
CCP
849
Centaur Capital Partners
Texas
$7.99M -$116K -7,000 -1%
Parallax Volatility Advisers
850
Parallax Volatility Advisers
California
$7.98M -$282M -17,006,080 -97%

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.