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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
Calamos Advisors
76
Calamos Advisors
Illinois
$638M +$2.12M +127,960 +0.3%
PPA
77
Parametric Portfolio Associates
Washington
$636M +$653K +39,368 +0.1%
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$629M +$7.6M +458,080 +1%
Principal Financial Group
79
Principal Financial Group
Iowa
$622M +$38.5M +2,319,744 +7%
TA
80
Teachers Advisors
New York
$621M +$34.9M +2,102,492 +6%
IG
81
ING Group
Netherlands
$613M +$41.7M +2,512,972 +7%
SO
82
STRS Ohio
Ohio
$611M -$63.8M -3,846,500 -10%
AAMU
83
Amundi Asset Management US
Massachusetts
$593M +$37.5M +2,264,556 +7%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$581M +$46.5M +2,802,436 +9%
FAM
85
Fred Alger Management
New York
$580M -$148M -8,901,928 -21%
BJ
86
BlackRock Japan
Japan
$566M -$60M -3,619,784 -10%
PAM
87
Panagora Asset Management
Massachusetts
$523M +$51.9M +3,129,252 +11%
Lazard Asset Management
88
Lazard Asset Management
New York
$523M +$79.9M +4,818,492 +19%
ClearBridge Investments
89
ClearBridge Investments
New York
$521M -$28M -1,690,416 -5%
MTB
90
Mizuho Trust & Banking
Japan
$521M
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$492M -$19.6M -1,182,020 -4%
Swiss National Bank
92
Swiss National Bank
Switzerland
$485M +$7.94M +478,800 +2%
Macquarie Group
93
Macquarie Group
Australia
$483M -$252M -15,219,568 -35%
MNA
94
Manning & Napier Advisors
New York
$480M +$431M +26,018,076 +1,210%
Caisse de Depot et Placement du Quebec (CDPQ)
95
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$475M -$178M -10,738,000 -28%
EVM
96
Eaton Vance Management
Massachusetts
$475M +$19.4M +1,168,104 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$470M -$126M -7,587,384 -22%
OTPPB
98
Ontario Teachers' Pension Plan Board
Ontario, Canada
$460M -$381M -22,994,888 -46%
Credit Agricole
99
Credit Agricole
France
$455M +$443M +26,734,904 New
Dimensional Fund Advisors
100
Dimensional Fund Advisors
Texas
$451M +$14.5M +876,596 +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.