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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
KFS
1226
Kurt F. Somerville
$3.36M +$269K +16,240 +9%
FFA
1227
First Foundation Advisors
California
$3.35M +$55.7K +3,360 +2%
MIM
1228
Montgomery Investment Management
Maryland
$3.35M -$62.7K -3,780 -2%
GCM
1229
Graham Capital Management
Connecticut
$3.34M -$26.6M -1,604,652 -89%
6CM
1230
683 Capital Management
New York
$3.34M -$6.5M -392,000 -67%
IIM
1231
Intact Investment Management
Quebec, Canada
$3.34M +$2.09M +126,000 +180%
NCIM
1232
New Century Investment Management
Michigan
$3.33M -$140K -8,456 -4%
SCG
1233
Strategic Capital Group
Washington
$3.33M -$862K -51,968 -21%
CAM
1234
CMT Asset Management
Illinois
$3.32M -$4.15M -250,096 -56%
COI
1235
Connable Office Inc
Michigan
$3.31M +$940K +56,672 +41%
WFG
1236
Windsor Financial Group
Minnesota
$3.3M +$13.9K +840 +0.4%
BWAM
1237
Boyd Watterson Asset Management
Ohio
$3.3M +$435K +26,264 +16%
MIM
1238
Merit Investment Management
Delaware
$3.27M
MC
1239
Mathes Company
New York
$3.24M -$51.1K -3,080 -2%
EA
1240
Emerald Advisers
Pennsylvania
$3.22M -$417K -25,172 -12%
BT
1241
Bankers Trust
Iowa
$3.22M +$2.79K +168 +0.1%
AA
1242
Ancora Advisors
Ohio
$3.21M +$549K +33,124 +21%
IPRC
1243
Indices-Pac Research Corporation
New Jersey
$3.2M -$2.42M -146,104 -44%
MCM
1244
Matterhorn Capital Management
Texas
$3.2M +$11.6K +700 +0.4%
BP
1245
Ballentine Partners
Massachusetts
$3.2M +$812K +48,972 +35%
CCM
1246
Cutler Capital Management
Massachusetts
$3.19M +$282K +17,024 +10%
SGAM
1247
Steinberg Global Asset Management
Florida
$3.17M +$1.01M +60,788 +49%
FNT
1248
First Nebraska Trust
Nebraska
$3.16M +$2.74M +165,480 +821%
Two Sigma Investments
1249
Two Sigma Investments
New York
$3.16M +$3.08M +185,556 New
FA
1250
FDx Advisors
Illinois
$3.16M +$43.6K +2,632 +1%

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.