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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
ST
1001
Stifel Trust
Missouri
$5.61M -$302K -18,228 -5%
MSP
1002
Madison Street Partners
Colorado
$5.59M +$5.45M +328,552 New
1SB
1003
1ST Source Bank
Indiana
$5.58M +$86.3K +5,208 +2%
HCC
1004
Hirtle Callaghan & Co
Pennsylvania
$5.58M +$5.3M +319,592 +3,805%
FSC
1005
Fiduciary Services Corp
Georgia
$5.58M +$38.1K +2,296 +0.7%
HR
1006
Howe & Rusling
New York
$5.58M -$2.45M -147,588 -31%
SACTSONJ
1007
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.57M
CHAM
1008
Clear Harbor Asset Management
Connecticut
$5.56M -$265K -15,988 -5%
BHWM
1009
Bar Harbor Wealth Management
New Hampshire
$5.56M -$139K -8,400 -3%
LGC
1010
Laurel Grove Capital
California
$5.52M +$63.1K +3,808 +1%
LCP
1011
Legacy Capital Partners
Wisconsin
$5.51M +$15.8K +952 +0.3%
SIA
1012
SeaBridge Investment Advisors
New Jersey
$5.51M -$726K -43,764 -12%
CK
1013
Cohen Klingenstein
New York
$5.49M
NAMP
1014
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.47M -$27.9K -1,680 -0.5%
AB
1015
AT Bancorp
Iowa
$5.45M -$863K -52,080 -14%
CL
1016
CFS LLC
Oklahoma
$5.43M -$27.4K -1,652 -0.6%
KJHP
1017
K.J. Harrison & Partners
Ontario, Canada
$5.42M
DLCIG
1018
D.L. Carlson Investment Group
New Hampshire
$5.41M +$70.6K +4,256 +1%
AT
1019
Arden Trust
Delaware
$5.39M -$298K -17,948 -5%
WSCM
1020
Wellington Shields Capital Management
New York
$5.38M -$355K -21,420 -6%
RIG
1021
Renaissance Investment Group
Massachusetts
$5.36M -$461K -27,804 -8%
OCM
1022
Oakwood Capital Management
California
$5.36M +$33K +1,988 +0.6%
PCM
1023
Princeton Capital Management
New Jersey
$5.35M +$141K +8,512 +3%
GLI
1024
Guardian Life Insurance
New York
$5.35M -$37.6K -2,268 -0.7%
OIA
1025
Optimum Investment Advisors
Illinois
$5.34M +$5.2M +313,488 New

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.