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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
WSA
1101
Willow Street Advisors
Florida
$4.54M +$699K +42,140 +19%
B
1102
Bailard
California
$4.54M -$2.05M -123,620 -32%
CW
1103
Cobiz Wealth
Colorado
$4.51M -$3.49M -210,420 -44%
WCAM
1104
West Coast Asset Management
California
$4.49M -$41.8K -2,520 -0.9%
CCIA
1105
Campbell & Co Investment Adviser
Maryland
$4.48M +$4.36M +263,200 New
IH
1106
IFC Holdings
Florida
$4.47M -$37.6K -2,268 -0.9%
CIS
1107
Connors Investor Services
Pennsylvania
$4.42M +$276K +16,660 +7%
CCFCSB
1108
Cape Cod Five Cents Savings Bank
Massachusetts
$4.41M +$127K +7,644 +3%
GH
1109
Green Holdings
Bermuda
$4.41M
CIM
1110
CIM Investment Management
Pennsylvania
$4.4M +$33.4K +2,016 +0.8%
ICAS
1111
Investors Capital Advisory Services
Massachusetts
$4.4M +$146K +8,820 +4%
VFS
1112
VSR Financial Services
Kansas
$4.4M -$524K -31,584 -11%
CCM
1113
Connective Capital Management
California
$4.37M -$902K -54,376 -17%
JIC
1114
Joel Isaacson & Co
New York
$4.35M +$91.5K +5,516 +2%
EIM
1115
Emerson Investment Management
Massachusetts
$4.34M +$3.01M +181,272 +246%
MWP
1116
MYCIO Wealth Partners
Pennsylvania
$4.33M -$149K -9,016 -3%
SIC
1117
Sigma Investment Counselors
Michigan
$4.32M +$880K +53,088 +26%
SAM
1118
Solaris Asset Management
New York
$4.32M +$353K +21,280 +9%
MA
1119
Montag & Associates
Georgia
$4.31M -$348K -21,000 -8%
NL
1120
NWAM LLC
Washington
$4.31M -$1.15M -69,216 -4%
SSWM
1121
Smith Salley Wealth Management
North Carolina
$4.3M +$138K +8,344 +3%
PTC
1122
Peak Ten Capital
New York
$4.29M +$1.16M +70,000 +38%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$4.29M -$351K -21,140 -8%
SEIA
1124
Signature Estate & Investment Advisors
California
$4.28M +$1.06M +63,952 +34%
BCM
1125
Boyle Capital Management
Iowa
$4.28M +$2.07M +124,684 +98%

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.