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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
HI
876
Hendershot Investments
Virginia
$7.55M +$1.14M +68,852 +18%
VAM
877
Visium Asset Management
New York
$7.54M -$10.3M -623,476 -58%
CTA
878
Chesley Taft & Associates
Illinois
$7.53M -$54.3K -3,276 -0.7%
HPCM
879
High Pointe Capital Management
Illinois
$7.53M
M
880
MOTCO
Texas
$7.52M +$162K +9,772 +2%
BMO
881
Beck Mack & Oliver
New York
$7.5M -$117K -7,084 -2%
RCM
882
RNC Capital Management
California
$7.46M +$175K +10,528 +2%
DWA
883
Douglass Winthrop Advisors
New York
$7.42M +$405K +24,444 +6%
LCM
884
Lakewood Capital Management
New York
$7.37M
SI
885
Stephens Inc
Arkansas
$7.36M +$73.4K +4,424 +1%
RA
886
Royce & Associates
New York
$7.34M -$371K -22,400 -5%
SI
887
SII Investments
Wisconsin
$7.34M -$86.3K -5,208 -1%
BTNA
888
Bremer Trust National Association
Minnesota
$7.33M +$257K +15,512 +4%
RFS
889
Rockefeller Financial Services
New York
$7.32M -$8M -482,664 -53%
CCMG
890
Clark Capital Management Group
Pennsylvania
$7.32M +$1.17M +70,616 +20%
SIC
891
SFE Investment Counsel
California
$7.28M +$155K +9,352 +2%
Ninety One (UK)
892
Ninety One (UK)
United Kingdom
$7.26M +$7.07M +426,692 New
RPA
893
Rock Point Advisors
Vermont
$7.26M -$62.7K -3,780 -0.9%
MHIC
894
Marble Harbor Investment Counsel
Massachusetts
$7.26M +$27.9K +1,680 +0.4%
MWVC
895
Morgens Waterfall Vintiadis & Co
New York
$7.25M +$7.06M +425,600 New
CO
896
Caldwell & Orkin
Georgia
$7.24M +$7.05M +425,012 New
WDA
897
Wendell David Associates
New Hampshire
$7.23M -$165K -9,968 -2%
KCM
898
Kanawha Capital Management
Virginia
$7.23M -$85K -5,124 -1%
WA
899
WFG Advisors
Texas
$7.22M +$174K +10,472 +3%
HFS
900
Haverford Financial Services
Pennsylvania
$7.21M +$196K +11,816 +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.