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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
Schroder Investment Management Group
101
Schroder Investment Management Group
United Kingdom
$450M +$75.5M +4,551,316 +21%
DCM
102
Discovery Capital Management
Connecticut
$448M +$124M +7,502,180 +40%
SOMRS
103
State of Michigan Retirement System
Michigan
$431M -$3.67M -221,200 -0.9%
Nordea Investment Management
104
Nordea Investment Management
Sweden
$416M -$5.01M -302,008 -1%
Westfield Capital Management
105
Westfield Capital Management
Massachusetts
$416M -$15.2M -915,404 -4%
WP
106
Wedgewood Partners
Missouri
$399M +$20.4M +1,228,892 +6%
GE
107
General Electric
Ohio
$392M -$62.1M -3,747,800 -14%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$389M -$10.7M -647,304 -3%
Bessemer Group
109
Bessemer Group
New Jersey
$383M +$190M +11,473,140 +104%
CCI
110
Columbus Circle Investors
$382M -$12.6M -760,984 -3%
AWM
111
Ashmore Wealth Management
Delaware
$381M
GIA
112
Gateway Investment Advisers
Ohio
$381M -$12.7M -765,520 -3%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$378M +$368M +22,214,668 New
BTS
114
BB&T Securities
Virginia
$369M +$180K +10,864 +0.5%
Axa
115
Axa
France
$368M -$12.4M -748,552 -3%
AIM
116
abrdn Investment Management
United Kingdom
$366M +$30.9M +1,865,556 +10%
Artisan Partners
117
Artisan Partners
Wisconsin
$359M +$203M +12,232,052 +138%
IFP
118
Independent Franchise Partners
United Kingdom
$355M +$32.3M +1,949,220 +10%
Retirement Systems of Alabama
119
Retirement Systems of Alabama
Alabama
$349M -$6.73M -405,776 -2%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$349M +$98M +5,908,756 +41%
USAA
121
United Services Automobile Association
Texas
$345M +$3.61M +217,784 +1%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$344M -$5.1M -307,720 -2%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$329M -$7.21M -434,784 -2%
William Blair & Company
124
William Blair & Company
Illinois
$325M +$12M +721,504 +4%
Aviva
125
Aviva
United Kingdom
$307M +$27M +1,629,068 +10%

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.