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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
GMCM
1051
Gruber & McBaine Capital Management
California
$5.01M +$2.32M +140,000 +91%
WG
1052
Winchester Group
New York
$5M -$176K -10,640 -3%
AIM
1053
Arcadia Investment Management
Michigan
$4.96M -$156K -9,380 -3%
AAM
1054
Autus Asset Management
Arizona
$4.95M +$5.57K +336 +0.1%
CYG
1055
Clean Yield Group
Vermont
$4.95M +$765K +46,144 +19%
BAC
1056
Boys Arnold & Co
North Carolina
$4.94M +$40.4K +2,436 +0.8%
JA
1057
JLB & Associates
Michigan
$4.94M +$208K +12,544 +5%
TNB
1058
Thomasville National Bank
Georgia
$4.94M +$4.81M +289,968 New
CD
1059
Carl Domino
Florida
$4.94M +$474K +28,588 +11%
FNYS
1060
First New York Securities
New York
$4.93M -$742K -44,772 -13%
JC
1061
Jacobs & Co
California
$4.93M +$105K +6,328 +2%
ST
1062
Sentinel Trust
Texas
$4.92M +$546K +32,928 +13%
SIM
1063
Sterling Investment Management
Arizona
$4.91M -$90.1K -5,432 -2%
CIC
1064
Carnegie Investment Counsel
Ohio
$4.9M +$199K +12,012 +4%
PAI
1065
Pittenger & Anderson Inc
Nebraska
$4.87M +$631K +38,080 +15%
MVP
1066
Missouri Valley Partners
Missouri
$4.87M -$317K -19,096 -6%
RJA
1067
Robshaw & Julian Associates
New York
$4.86M -$1.69M -101,668 -26%
NMIFOAC
1068
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.86M
Toronto Dominion Bank
1069
Toronto Dominion Bank
Ontario, Canada
$4.85M +$1.14M +68,460 +32%
CCM
1070
Chautauqua Capital Management
Colorado
$4.84M -$802K -48,384 -15%
IT
1071
Investors Trust
Texas
$4.83M -$531K -32,032 -10%
ANBT
1072
American National Bank & Trust
Texas
$4.83M -$51.1K -3,080 -1%
AAM
1073
Augustine Asset Management
Florida
$4.83M +$2.32K +140 +0%
BCM
1074
BTR Capital Management
California
$4.82M -$123K -7,448 -3%
AIC
1075
Argus Investors Counsel
New York
$4.78M -$237K -14,280 -5%

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.