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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
GA
901
GFS Advisors
Texas
$7.21M +$232K +14,000 +3%
CP
902
Covalent Partners
Massachusetts
$7.2M
WS
903
Wedbush Securities
California
$7.18M -$3.29M -198,240 -32%
EWM
904
Endurance Wealth Management
Rhode Island
$7.18M -$339K -20,440 -5%
KCMRT
905
Kemper Corp Master Retirement Trust
Illinois
$7.15M
7AM
906
7x7 Asset Management
California
$7.15M +$6.27M +378,000 +900%
LOAMU
907
Lombard Odier Asset Management (USA)
New York
$7.15M +$6.96M +420,000 New
TCM
908
Tegean Capital Management
New York
$7.15M +$6.96M +420,000 New
CIA
909
Choate Investment Advisors
Massachusetts
$7.13M -$64.5K -3,892 -0.9%
TBA
910
Tower Bridge Advisors
Pennsylvania
$7.1M -$116K -7,000 -2%
GIM
911
Groesbeck Investment Management
New Jersey
$7.07M -$114K -6,860 -2%
AP
912
Archon Partners
New Jersey
$7.06M +$6.87M +414,400 New
DBT
913
Dubuque Bank & Trust
Iowa
$7.04M -$55.2K -3,332 -0.8%
KFS
914
KMS Financial Services
Washington
$6.98M +$961K +57,932 +16%
NCM
915
Novare Capital Management
North Carolina
$6.91M +$457K +27,552 +7%
PFC
916
Phocas Financial Corp
California
$6.9M +$5.45M +328,776 +429%
PIM
917
Progressive Investment Management
Oregon
$6.9M -$22.7K -1,372 -0.3%
LA
918
Lau Associates
Delaware
$6.85M -$149K -8,960 -2%
BST
919
Bath Savings Trust
Maine
$6.83M +$56.6K +3,416 +0.9%
PCA
920
Private Capital Advisors
Connecticut
$6.81M -$145K -8,764 -2%
NEAM
921
New England Asset Management
Connecticut
$6.79M -$232K -14,000 -3%
CFA
922
Carroll Financial Associates
North Carolina
$6.76M -$13.9K -840 -0.2%
MIHAS
923
Maj Invest Holding A/S
Denmark
$6.73M
JWBC
924
J.W. Burns & Co
New York
$6.73M -$72.9K -4,396 -1%
EAM
925
EULAV Asset Management
Florida
$6.72M

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.