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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
WF
851
WealthTrust Fairport
Ohio
$7.97M -$441K -26,572 -5%
EC
852
Everest Capital
Florida
$7.96M +$7.75M +467,600 New
ANBTV
853
American National Bank & Trust (Virginia)
Virginia
$7.96M +$1.86K +112 +0%
CIM
854
Calvert Investment Management
Maryland
$7.94M +$1.48M +89,152 +24%
MFAM
855
Motley Fool Asset Management
Virginia
$7.94M +$279K +16,800 +4%
CIC
856
Crawford Investment Counsel
Georgia
$7.92M +$5.29M +318,920 +218%
NJBEST
857
New Jersey Better Educational Savings Trust
New Jersey
$7.87M -$2.09M -126,000 -21%
GCA
858
Greenwood Capital Associates
South Carolina
$7.86M -$848K -51,156 -10%
HS
859
HighVista Strategies
Massachusetts
$7.86M -$2.07M -125,076 -21%
PDN
860
Pensionfund DSM Netherlands
Netherlands
$7.84M +$3.83M +231,000 +101%
ACH
861
ArrowMark Colorado Holdings
Colorado
$7.83M +$3.2M +192,780 +72%
GC
862
Grimes & Company
Massachusetts
$7.77M +$476K +28,728 +7%
CIM
863
CenturyLink Investment Management
Colorado
$7.77M -$91K -5,488 -1%
BFM
864
Boston Financial Management
Massachusetts
$7.74M -$84K -5,068 -1%
ACP
865
Aviance Capital Partners
Florida
$7.72M -$188K -11,368 -2%
SHGA
866
Sand Hill Global Advisors
California
$7.72M +$2.08M +125,552 +38%
RMCM
867
Reynders McVeigh Capital Management
Massachusetts
$7.7M +$203K +12,236 +3%
CWP
868
Capital Wealth Planning
Florida
$7.68M +$7.48M +451,276 New
CHA
869
Cedar Hill Associates
Illinois
$7.67M +$499K +30,100 +7%
MCM
870
Moore Capital Management
New York
$7.65M +$6.78M +408,688 +1,005%
DS
871
DRW Securities
Illinois
$7.63M -$22.1M -1,331,624 -77%
LNWWM
872
Laird Norton Wetherby Wealth Management
California
$7.63M +$510K +30,744 +7%
TCOV
873
Trust Company of Vermont
Vermont
$7.62M +$368K +22,176 +5%
CCA
874
Cobblestone Capital Advisors
New York
$7.62M -$217K -13,104 -3%
ZAM
875
Zenit Asset Management
Sweden
$7.56M -$13.6M -819,084 -65%

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.