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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
PIM
1026
Partner Investment Management
California
$5.34M +$5.2M +313,376 New
NCM
1027
Narwhal Capital Management
Georgia
$5.33M -$11.6K -700 -0.2%
LSC
1028
Lesa Sroufe & Co
Washington
$5.33M +$247K +14,924 +5%
FAM
1029
Formidable Asset Management
Ohio
$5.32M +$5.05M +304,500 New
TIP
1030
Torray Investment Partners
Maryland
$5.31M +$6.5K +392 +0.1%
RC
1031
RBO & Co
California
$5.29M +$35.3K +2,128 +0.7%
QIM
1032
Quantitative Investment Management
Virginia
$5.29M +$5.15M +310,800 New
ICRM
1033
Insight Capital Research & Management
California
$5.29M -$1.8M -108,444 -28%
1IA
1034
1834 Investment Advisors
Wisconsin
$5.28M +$1.4M +84,308 +37%
ATC
1035
Argent Trust Company
Louisiana
$5.27M +$279K +16,856 +6%
CSUI
1036
Cincinnati Specialty Underwriters Insurance
Ohio
$5.24M
GIM
1037
Goelzer Investment Management
Indiana
$5.24M -$4.7M -283,220 -48%
BOK
1038
Bank of Kentucky
Kentucky
$5.19M +$413K +24,920 +9%
AAM
1039
Aureus Asset Management
Massachusetts
$5.16M +$211K +12,740 +4%
LMAM
1040
Legg Mason Asset Management
Japan
$5.15M -$464K -28,000 -8%
DCC
1041
Dow Chemical Company
Michigan
$5.15M +$5.01M +302,400 New
VW
1042
Vantage Wealth
California
$5.12M +$1.86K +112 +0%
FPCM
1043
Financial Partners Capital Management
New York
$5.09M +$262K +15,792 +6%
WCMN
1044
Westchester Capital Management (Nebraska)
Nebraska
$5.08M -$85.9K -5,180 -2%
BWFA
1045
Baltimore-Washington Financial Advisors
Maryland
$5.07M +$4.62M +278,348 +1,447%
OWD
1046
Osborn Williams & Donohoe
Ohio
$5.07M +$168K +10,136 +4%
CCM
1047
Carderock Capital Management
Maryland
$5.05M -$39.9K -2,408 -0.8%
CCM
1048
Cohen Capital Management
California
$5.05M -$348K -21,000 -7%
WCF
1049
West Coast Financial
California
$5.02M -$109K -6,580 -2%
ACM
1050
Avalon Capital Management
California
$5.01M -$33.4K -2,016 -0.7%

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.