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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
TCM
1076
TCS Capital Management
New York
$4.77M +$4.64M +280,000 New
CC
1077
Cannell & Co
New York
$4.76M -$20.5M -1,235,444 -82%
BFA
1078
Beaumont Financial Advisors
Massachusetts
$4.75M -$183K -11,060 -4%
RA
1079
RiverPark Advisors
New York
$4.74M -$1.29M -78,092 -22%
ACM
1080
Azimuth Capital Management
Michigan
$4.73M +$233K +14,056 +5%
BB
1081
Bell Bank
North Dakota
$4.71M +$34.8K +2,100 +0.8%
ESBC
1082
E.S. Barr & Co
Kentucky
$4.7M -$106K -6,412 -2%
DAM
1083
Deltec Asset Management
New York
$4.7M +$568K +34,244 +14%
RC
1084
Roundview Capital
New Jersey
$4.68M -$1.49M -90,160 -25%
SGK
1085
Steigerwald Gordon & Koch
Virginia
$4.67M +$234K +14,140 +5%
SIM
1086
SSI Investment Management
California
$4.65M -$1M -60,536 -18%
MBTD
1087
Mechanics Bank - Trust Department
California
$4.64M -$481K -29,008 -10%
DSI
1088
Daiwa SB Investments
Japan
$4.63M -$88.2K -5,320 -2%
JFGIW
1089
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.63M -$1.6M -96,600 -26%
SC
1090
Saiers Capital
New York
$4.62M -$83.8M -5,052,600 -95%
MBE
1091
Michael B. Elefante
$4.62M +$255K +15,400 +6%
VF
1092
Virtu Financial
New York
$4.61M +$4.49M +270,928 New
ICOM
1093
Investment Counselors of Maryland
Maryland
$4.61M -$3.16M -190,400 -41%
IMOV
1094
Investment Management of Virginia
Virginia
$4.61M +$391K +23,576 +10%
FI
1095
FCM Investments
Texas
$4.58M -$32.5K -1,960 -0.7%
TC
1096
Taylor Cottrill
New Hampshire
$4.58M -$260K -15,680 -6%
TAS
1097
TIFF Advisory Services
Pennsylvania
$4.58M
MMCM
1098
Marque Millennium Capital Management
New York
$4.55M
CANC
1099
Culbertson A N & Co
Virginia
$4.55M +$156K +9,436 +4%
TCM
1100
Tradition Capital Management
New Jersey
$4.54M +$97.5K +5,880 +2%

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.