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Apple
AAPL

Overview Fund Activity

1,882 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, 783 increasing their positions, 811 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+30
Holders Change %
+1.62%
% of All Funds
61.04%
Holding in Top 10
773
Holding in Top 10 Change
+126
Holding in Top 10 Change %
+19.47%
% of All Funds
25.07%
New
143
Increased
783
Reduced
811
Closed
90
Calls
$24B
Puts
$24.6B
Net Calls
-$610M
Net Calls Change
+$1.83B

Top Buyers

1
IC
Icahn Carl
Florida
+$1.85B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$762M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$642M
4
MNA
Manning & Napier Advisors
New York
+$443M
5
State Street
State Street
Massachusetts
+$378M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.54B
2
JHIU
Janus Henderson Investors US
Colorado
-$982M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$771M
4
Deutsche Bank
Deutsche Bank
Germany
-$729M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
1251
McKinley Carter Wealth Services
West Virginia
$3.15M +$286K +16,772 +10%
ITIM
1252
Indiana Trust & Investment Management
Indiana
$3.14M -$81.1K -4,760 -3%
SCA
1253
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M +$16.7K +980 +0.5%
G
1254
GlobalBridge
Minnesota
$3.1M -$268K -15,736 -8%
TF
1255
Tompkins Financial
New York
$3.06M -$106K -6,244 -3%
CWM
1256
Cabot Wealth Management
Massachusetts
$3.05M -$558K -32,760 -15%
CRC
1257
Curi RMB Capital
Illinois
$3.05M +$411K +24,136 +16%
JRP
1258
Jasper Ridge Partners
California
$3.05M -$477K -28,000 -14%
HKIM
1259
Hayek Kallen Investment Management
Alabama
$3.05M +$4.77K +280 +0.2%
WCA
1260
Westover Capital Advisors
Delaware
$3.03M -$492K -28,896 -14%
LCM
1261
Liberty Capital Management
Michigan
$3.02M +$9.54K +560 +0.3%
HJMC
1262
Hellman Jordan Management Company
Massachusetts
$3.02M -$137K -8,036 -4%
JAMONY
1263
Jacob Asset Management of New York
California
$3M – – –
PTC
1264
Petrus Trust Company
Texas
$3M – – –
GG
1265
Greenwood Gearhart
Arkansas
$2.98M +$78.2K +4,592 +3%
PFS
1266
Prospera Financial Services
Texas
$2.97M +$709K +40,684 +31%
LC
1267
Lourd Capital
California
$2.94M -$360K -21,140 -11%
PFP
1268
Pinnacle Financial Partners
Tennessee
$2.93M -$191K -11,228 -6%
FA
1269
FMA Advisory
Pennsylvania
$2.93M +$22.9K +1,344 +0.8%
RCAG
1270
Rehmann Capital Advisory Group
Michigan
$2.92M +$61K +3,584 +2%
KC
1271
Kingfisher Capital
North Carolina
$2.92M -$339K -19,936 -10%
IFB
1272
iAB Financial Bank
Indiana
$2.91M +$50.1K +2,940 +2%
TT
1273
Tower Trust
Indiana
$2.9M -$102K -6,020 -3%
BWM
1274
Braver Wealth Management
Massachusetts
$2.89M +$164K +9,604 +6%
PTC
1275
Private Trust Company
Ohio
$2.87M -$585K -34,356 -17%
49 50
51
52 53