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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
MMG
951
Monetary Management Group
Missouri
$6.32M -$703K -42,420 -10%
CAMI
952
Concord Asset Management (Illinois)
Illinois
$6.29M -$48.7K -2,940 -0.8%
CCG
953
Cypress Capital Group
Florida
$6.27M -$476K -28,728 -7%
PG
954
Portola Group
California
$6.21M +$92.8K +5,600 +2%
DFIM
955
Detwiler Fenton Investment Management
Massachusetts
$6.2M +$3.85M +232,148 +176%
CM
956
Cibelli Mario
$6.2M
CA
957
Callahan Advisors
Texas
$6.18M +$280K +16,912 +5%
ACM
958
Argentus Capital Management
Texas
$6.17M -$280K -16,884 -4%
AA
959
Apriem Advisors
California
$6.16M -$32.5K -1,960 -0.5%
UPA
960
Union Point Advisors
California
$6.12M +$5.96M +359,660 New
HMS
961
Hanseatic Management Services
New Mexico
$6.12M +$5.96M +359,520 New
NEIRG
962
New England Investment & Retirement Group
Massachusetts
$6.09M -$1.92M -115,780 -24%
Verition Fund Management
963
Verition Fund Management
Connecticut
$6.09M +$5.47M +329,756 +1,174%
PAM
964
Private Asset Management
California
$6.09M -$902K -54,432 -13%
FAM
965
Fortaleza Asset Management
Illinois
$6.08M
NCMG
966
NCM Capital Management Group
North Carolina
$6.08M -$854K -51,520 -13%
SAG
967
Sterne Agee Group
Alabama
$6.08M -$1.66M -100,240 -22%
SCM
968
Sterneck Capital Management
Missouri
$6.07M -$235K -14,196 -4%
MSR
969
Main Street Research
Connecticut
$6.05M -$169K -10,164 -3%
WC
970
Whitney & Co
New York
$6.04M +$25.5K +1,540 +0.4%
HTHT
971
Hemenway Trust Hemenway Trust
New Hampshire
$6.03M +$376K +22,680 +7%
EWA
972
Exencial Wealth Advisors
Oklahoma
$5.98M +$33.4K +2,016 +0.6%
PA
973
Para Advisors
New York
$5.96M +$5.8M +350,000 New
UOC
974
UBS O'Connor
Illinois
$5.95M +$5.79M +349,384 New
WI
975
WHV Investments
California
$5.94M -$1.9M -114,744 -25%

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.