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Apple
AAPL

Overview Fund Activity

1,882 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, 783 increasing their positions, 811 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+30
Holders Change %
+1.62%
% of All Funds
61.04%
Holding in Top 10
773
Holding in Top 10 Change
+126
Holding in Top 10 Change %
+19.47%
% of All Funds
25.07%
New
143
Increased
783
Reduced
811
Closed
90
Calls
$24B
Puts
$24.6B
Net Calls
-$610M
Net Calls Change
+$1.83B

Top Buyers

1
IC
Icahn Carl
Florida
+$1.85B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$762M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$642M
4
MNA
Manning & Napier Advisors
New York
+$443M
5
State Street
State Street
Massachusetts
+$378M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.54B
2
JHIU
Janus Henderson Investors US
Colorado
-$982M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$771M
4
Deutsche Bank
Deutsche Bank
Germany
-$729M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSP
1001
Madison Street Partners
Colorado
$5.59M +$5.59M +328,552 New
1SB
1002
1ST Source Bank
Indiana
$5.59M +$88.7K +5,208 +2%
HCC
1003
Hirtle Callaghan & Co
Pennsylvania
$5.59M +$5.44M +319,592 +3,805%
FSC
1004
Fiduciary Services Corp
Georgia
$5.58M +$39.1K +2,296 +0.7%
HR
1005
Howe & Rusling
New York
$5.58M -$2.54M -147,588 -31%
SACTSONJ
1006
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.57M – – –
CHAM
1007
Clear Harbor Asset Management
Connecticut
$5.56M -$272K -15,988 -5%
BHWM
1008
Bar Harbor Wealth Management
New Hampshire
$5.56M -$143K -8,400 -3%
LGC
1009
Laurel Grove Capital
California
$5.52M +$64.8K +3,808 +1%
LCP
1010
Legacy Capital Partners
Wisconsin
$5.51M +$16.2K +952 +0.3%
SIA
1011
SeaBridge Investment Advisors
New Jersey
$5.51M -$745K -43,764 -12%
CK
1012
Cohen Klingenstein
New York
$5.49M – – –
NAMP
1013
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.47M -$28.6K -1,680 -0.5%
AB
1014
AT Bancorp
Iowa
$5.45M -$887K -52,080 -14%
CL
1015
CFS LLC
Oklahoma
$5.43M -$34.1K -1,652 -0.6%
KJHP
1016
K.J. Harrison & Partners
Ontario, Canada
$5.42M – – –
DLCIG
1017
D.L. Carlson Investment Group
New Hampshire
$5.41M +$72.5K +4,256 +1%
AT
1018
Arden Trust
Delaware
$5.39M -$306K -17,948 -5%
WSCM
1019
Wellington Shields Capital Management
New York
$5.38M -$365K -21,420 -6%
RIG
1020
Renaissance Investment Group
Massachusetts
$5.36M -$473K -27,804 -8%
OCM
1021
Oakwood Capital Management
California
$5.36M +$33.8K +1,988 +0.6%
PCM
1022
Princeton Capital Management
New Jersey
$5.35M +$145K +8,512 +3%
GLI
1023
Guardian Life Insurance
New York
$5.35M -$38.6K -2,268 -0.7%
OIA
1024
Optimum Investment Advisors
Illinois
$5.34M +$5.34M +313,488 New
PIM
1025
Partner Investment Management
California
$5.34M +$5.34M +313,376 New
39 40
41
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