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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
ASN
976
Advisory Services Network
Georgia
$5.88M +$99.3K +5,992 +2%
CCM
977
Coldstream Capital Management
Washington
$5.87M +$678K +40,908 +13%
SFS
978
Strategic Financial Services
New York
$5.87M -$2.35M -141,540 -29%
WCM
979
Wisconsin Capital Management
Wisconsin
$5.86M -$398K -23,996 -7%
FNT
980
First National Trust
Pennsylvania
$5.85M -$38.5K -2,324 -0.7%
FAAM
981
First Allied Asset Management
California
$5.84M +$294K +17,724 +5%
MIP
982
Marietta Investment Partners
Wisconsin
$5.84M -$177K -10,696 -3%
FBP
983
Flippin Bruce & Porter
Virginia
$5.83M +$17.2K +1,036 +0.3%
CCM
984
Condor Capital Management
New Jersey
$5.8M -$102K -6,132 -2%
SFSIG
985
San Francisco Sentry Investment Group
California
$5.79M +$732K +44,128 +15%
SRC
986
Shufro Rose & Co
New York
$5.79M +$30.2K +1,820 +0.5%
JEW
987
Jamison Eaton & Wood
New Jersey
$5.79M +$78.9K +4,760 +1%
SSA
988
South Street Advisors
New York
$5.78M +$123K +7,420 +2%
GIP
989
Greatmark Investment Partners
Georgia
$5.77M +$4.09M +246,680 +268%
LCM
990
Lucas Capital Management
New Jersey
$5.76M -$347K -20,944 -6%
Jones Financial Companies
991
Jones Financial Companies
Missouri
$5.75M +$59.9K +3,612 +1%
PPCM
992
Pillar Pacific Capital Management
California
$5.73M +$393K +23,716 +8%
GCG
993
Giovine Capital Group
California
$5.72M
GKIM
994
GW&K Investment Management
Massachusetts
$5.71M +$18.1K +1,092 +0.3%
BAMCO Inc
995
BAMCO Inc
New York
$5.71M +$34.8K +2,100 +0.6%
WAM
996
Wood Asset Management
Florida
$5.68M +$3.45M +207,844 +165%
AAA
997
Adams Asset Advisors
Texas
$5.64M -$5.83M -351,848 -52%
AAM
998
AR Asset Management
California
$5.63M
RNS
999
Robert N. Shapiro
$5.62M +$412K +24,864 +8%
FTC
1000
Farmers Trust Company
Ohio
$5.62M -$208K -12,572 -4%

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.