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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
CA
1126
Cornerstone Advisors
North Carolina
$4.24M -$1.39M -84,000 -25%
LBC
1127
Lawrence B. Cohen
$4.24M -$404K -24,360 -9%
WIC
1128
Woodmont Investment Counsel
Tennessee
$4.23M -$327K -19,740 -7%
VWM
1129
Vector Wealth Management
Minnesota
$4.22M -$244K -14,728 -6%
JMFC
1130
J.M. Forbes & Co
Massachusetts
$4.19M +$107K +6,468 +3%
RMA
1131
Roffman Miller Associates
Pennsylvania
$4.14M +$79.4K +4,788 +2%
ANB
1132
Amarillo National Bank
Texas
$4.14M -$224K -13,496 -5%
GF
1133
Goodman Financial
Texas
$4.14M +$91.9K +5,544 +2%
ZIM
1134
Zacks Investment Management
Illinois
$4.13M -$687K -41,412 -15%
AI
1135
Atria Investments
North Carolina
$4.13M -$1.86K -112 -0%
AP
1136
Advisor Partners
California
$4.12M +$617K +37,184 +18%
GGPS
1137
Gary Goldberg Planning Services
New York
$4.11M -$349K -21,028 -8%
FBC
1138
Fairfield, Bush & Co
Connecticut
$4.11M -$267K -16,100 -6%
BFIM
1139
Beese Fulmer Investment Management
Ohio
$4.1M -$45K -2,716 -1%
BJL
1140
Brighton Jones LLC
Washington
$4.06M +$301K +18,144 +8%
AAIM
1141
American Assets Investment Management
California
$4.05M
AHS
1142
Aspiriant Holdings S3
California
$4.05M +$184K +11,088 +5%
HAM
1143
Highstreet Asset Management
Ontario, Canada
$4.04M +$160K +9,660 +4%
GIM
1144
Grassi Investment Management
California
$4.04M +$558K +33,628 +17%
NCMW
1145
Northern Capital Management (Wisconsin)
Wisconsin
$4.03M -$806K -48,608 -17%
EI
1146
EDMP Inc
Florida
$4M -$22.3K -1,344 -0.6%
EWM
1147
Elite Wealth Management
Washington
$3.97M +$301K +18,144 +8%
AWA
1148
AmeriServ Wealth Advisors
Pennsylvania
$3.96M -$58K -3,500 -1%
RIM
1149
Regent Investment Management
Kentucky
$3.96M +$685K +41,328 +22%
SC
1150
Saybrook Capital
North Carolina
$3.95M -$2.9M -174,748 -43%

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.