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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
HIM
1151
Hermes Investment Management
United Kingdom
$3.94M -$1.02M -61,600 -21%
BIC
1152
Beach Investment Counsel
Pennsylvania
$3.93M -$366K -22,092 -9%
SAM
1153
Smithbridge Asset Management
Pennsylvania
$3.92M +$72K +4,340 +2%
SAM
1154
Selway Asset Management
$3.9M -$2.24M -135,240 -37%
WTB
1155
Washington Trust Bank
Washington
$3.9M +$182K +11,004 +5%
SNT
1156
Security National Trust
West Virginia
$3.88M +$228K +13,776 +6%
SSI
1157
Scott & Selber Inc
Texas
$3.88M -$33.4K -2,016 -0.9%
TC
1158
Telemus Capital
Michigan
$3.88M +$3.78M +227,808 New
SFG
1159
SNS Financial Group
Minnesota
$3.88M -$2.49M -150,220 -40%
GWM
1160
Graybill Wealth Management
Illinois
$3.88M +$688K +41,524 +22%
ANRIA
1161
American National Registered Investment Advisor
Texas
$3.86M -$207K -12,460 -5%
SI
1162
Sprott Inc
Ontario, Canada
$3.86M
BCM
1163
BBT Capital Management
Texas
$3.86M +$2.59M +156,464 +224%
SIG
1164
Schooner Investment Group
Pennsylvania
$3.85M +$882K +53,200 +32%
SAM
1165
Scotia Asset Management
Ontario, Canada
$3.84M +$398K +24,024 +12%
AIC
1166
Ambs Investment Counsel
Michigan
$3.81M -$219K -13,188 -6%
TCM
1167
Telos Capital Management
California
$3.81M +$318K +19,180 +9%
TRIM
1168
Thompson Rubinstein Investment Management
Oregon
$3.8M +$259K +15,624 +8%
MC
1169
Martin & Co
Tennessee
$3.79M -$77.1K -4,648 -2%
SAMNY
1170
Samsung Asset Management (New York)
New York
$3.77M +$882K +53,200 +32%
CBU
1171
CIBC Bank USA
Illinois
$3.75M -$51.8M -3,125,108 -93%
AA
1172
AlphaMark Advisors
Kentucky
$3.75M -$646K -38,948 -15%
RSVP
1173
Ramsay Stattman Vela & Price
Colorado
$3.73M +$8.36K +504 +0.2%
MCM
1174
Manchester Capital Management
Vermont
$3.72M -$2.73M -164,752 -43%
MIC
1175
MU Investments Company
Japan
$3.71M -$1.34M -80,920 -27%

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.