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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
UBWV
926
United Bank (West Virginia)
West Virginia
$6.69M +$344K +20,776 +6%
CHCM
927
Columbus Hill Capital Management
New Jersey
$6.67M +$6.5M +392,000 New
BIM
928
Bridgecreek Investment Management
Oklahoma
$6.67M +$81.2K +4,900 +1%
SAM
929
Shikiar Asset Management
New York
$6.67M -$1.06M -64,120 -14%
WC
930
Woodstock Corp
Massachusetts
$6.66M +$153K +9,240 +2%
GA
931
Glenhill Advisors
New York
$6.66M +$6.49M +391,216 New
SCM
932
Stevens Capital Management
Pennsylvania
$6.65M -$67.4M -4,065,600 -91%
PAA
933
Peregrine Asset Advisers
Oregon
$6.64M +$963K +58,100 +17%
PWM
934
Patriot Wealth Management
Texas
$6.59M +$6.42M +387,156 New
RW
935
Rand Wealth
Maryland
$6.58M +$525K +31,640 +9%
AC
936
AFAM Capital
Texas
$6.55M +$155K +9,352 +2%
OSNBOA
937
Old Second National Bank of Aurora
Illinois
$6.53M +$171K +10,304 +3%
CCM
938
Century Capital Management
Massachusetts
$6.53M -$579K -34,916 -8%
BHA
939
Beech Hill Advisors
New York
$6.52M +$72K +4,340 +1%
QI
940
Quotient Investors
New York
$6.5M -$2.38M -143,360 -27%
KIA
941
King Investment Advisors
Texas
$6.48M -$102K -6,132 -2%
BAAM
942
Baker Avenue Asset Management
California
$6.47M +$318K +19,180 +5%
SCA
943
Stillwater Capital Advisors
Pennsylvania
$6.47M -$95.2K -5,740 -1%
MC
944
Muhlenkamp & Co
Pennsylvania
$6.43M -$2.27M -136,752 -27%
CIP
945
Convergence Investment Partners
Florida
$6.42M +$5.84M +352,016 +1,391%
CL
946
CIM LLC
New York
$6.38M +$330K +19,908 +6%
QCMC
947
Quantum Capital Management (California)
California
$6.38M +$143K +8,624 +2%
FM
948
Family Management
New York
$6.34M -$499K -30,100 -7%
LSA
949
L & S Advisors
California
$6.33M +$5.66M +341,236 +1,115%
FCM
950
Frontier Capital Management
Massachusetts
$6.33M -$650K -39,200 -10%

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.