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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
QC
1201
QCM Cayman
Texas
$3.53M +$468K +28,252 +16%
BHCM
1202
Brevan Howard Capital Management
Jersey
$3.53M -$53.2M -3,206,000 -94%
MCG
1203
Meru Capital Group
New York
$3.53M +$3.44M +207,200 New
WPC
1204
Waters Parkerson & Co
Louisiana
$3.53M -$37.1K -2,240 -1%
HIS
1205
Horizon Investment Services
Indiana
$3.52M +$13.5K +812 +0.4%
BFG
1206
Beacon Financial Group
Texas
$3.52M +$3.38M +203,980 New
PPSG
1207
Princeton Portfolio Strategies Group
New Jersey
$3.51M +$176K +10,612 +5%
RBC
1208
Ronald Blue & Co
Georgia
$3.51M +$1.49M +89,852 +77%
BG
1209
Bollard Group
Massachusetts
$3.51M +$2.42M +146,244 +244%
IAM
1210
ICM Asset Management
Washington
$3.5M +$655K +39,508 +24%
SBWIC
1211
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.5M +$85.9K +5,180 +3%
CCM
1212
Cupps Capital Management
Illinois
$3.5M +$1.29M +77,728 +61%
BCM
1213
Bourgeon Capital Management
Connecticut
$3.49M +$371K +22,372 +12%
PCMI
1214
Paradigm Capital Management Inc
New York
$3.48M +$33.9K +2,044 +1%
TNBTD
1215
Trustmark National Bank Trust Department
Mississippi
$3.46M -$169K -10,220 -5%
FHA
1216
First Horizon Advisors
Tennessee
$3.45M +$2.91M +175,476 +647%
HC
1217
Hendley & Co
Ohio
$3.44M +$69.6K +4,200 +2%
CBT
1218
Central Bank & Trust
Kentucky
$3.44M +$31.6K +1,904 +1%
OMCS
1219
Old Mutual Customised Solutions
South Africa
$3.43M +$139K +8,400 +4%
LG
1220
Leuthold Group
Minnesota
$3.41M -$399K -24,080 -11%
CEI
1221
Clark Estates Inc
New York
$3.37M
KAS
1222
Kemnay Advisory Services
New York
$3.37M +$3.28M +198,100 New
NFG
1223
Nadler Financial Group
Illinois
$3.37M -$293K -17,696 -8%
FM
1224
Foster & Motley
Ohio
$3.36M -$117K -7,084 -3%
BBNB
1225
Baker Boyer National Bank
Washington
$3.36M -$6.96K -420 -0.2%

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.