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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
CNBT
1176
Canandaigua National Bank & Trust
New York
$3.7M +$62.7K +3,780 +2%
FTI
1177
Fiduciary Trust International
Massachusetts
$3.69M +$3.17M +191,324 +759%
MNBTD
1178
Moody National Bank Trust Division
Texas
$3.68M -$204K -12,320 -5%
GAM
1179
Griffin Asset Management
New York
$3.68M -$109K -6,552 -3%
CP
1180
Cinque Partners
California
$3.68M -$1.12M -67,424 -24%
PTB
1181
Pioneer Trust Bank
Oregon
$3.68M
NAMA
1182
Nikko Asset Management Americas
New York
$3.67M -$279K -16,800 -7%
HAIM
1183
Hunter Associates Investment Management
Pennsylvania
$3.63M -$650K -39,200 -16%
MTC
1184
McDaniel Terry & Co
Texas
$3.63M
FNBTCON
1185
First National Bank & Trust Co of Newtown
Pennsylvania
$3.61M -$75.2K -4,536 -2%
MCM
1186
Maple Capital Management
Vermont
$3.61M +$23.2K +1,400 +0.7%
Boston Partners
1187
Boston Partners
Massachusetts
$3.6M -$916K -55,272 -21%
RC
1188
Riversville Capital
Connecticut
$3.6M +$28.8K +1,736 +0.8%
MCMT
1189
Moon Capital Management (Tennessee)
Tennessee
$3.6M +$3.5M +211,316 New
SPC
1190
Stewart & Patten Company
California
$3.6M +$331K +19,992 +10%
ERIM
1191
Eagle Ridge Investment Management
Connecticut
$3.59M +$52K +3,136 +2%
SCM
1192
Stonebridge Capital Management
California
$3.59M -$532K -32,060 -13%
GIS
1193
Guardian Investor Services
New York
$3.58M -$50.1K -3,024 -1%
UF
1194
Univest Financial
Pennsylvania
$3.58M -$137K -8,288 -4%
MCM
1195
Mazama Capital Management
Oregon
$3.58M -$65.5K -3,948 -2%
SGDR
1196
SPX Gestao de Recursos
Brazil
$3.58M -$2.74M -165,256 -44%
GC
1197
Gruss & Co
Florida
$3.58M -$302K -18,200 -8%
SPM
1198
Symmetry Peak Management
Pennsylvania
$3.58M +$3.48M +210,000 New
FHC
1199
First Heartland Consultants
Missouri
$3.56M +$474K +28,588 +16%
FPA
1200
Fieldpoint Private Advisors
New York
$3.54M -$320K -19,320 -9%

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.