We are live on ! Find out more

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
ECM
1251
ETrade Capital Management
Virginia
$3.15M +$541K +32,648 +21%
CM
1252
Churchill Management
California
$3.15M +$2.56M +154,168 +501%
MCWS
1253
McKinley Carter Wealth Services
West Virginia
$3.15M +$278K +16,772 +10%
ITIM
1254
Indiana Trust & Investment Management
Indiana
$3.14M -$78.9K -4,760 -3%
SCA
1255
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M +$16.2K +980 +0.5%
G
1256
GlobalBridge
Minnesota
$3.1M -$261K -15,736 -8%
TF
1257
Tompkins Financial
New York
$3.06M -$104K -6,244 -3%
CWM
1258
Cabot Wealth Management
Massachusetts
$3.05M -$543K -32,760 -15%
CRC
1259
Curi RMB Capital
Illinois
$3.05M +$400K +24,136 +16%
JRP
1260
Jasper Ridge Partners
California
$3.05M -$464K -28,000 -14%
HKIM
1261
Hayek Kallen Investment Management
Alabama
$3.04M +$4.64K +280 +0.2%
WCA
1262
Westover Capital Advisors
Delaware
$3.03M -$479K -28,896 -14%
LCM
1263
Liberty Capital Management
Michigan
$3.02M +$9.29K +560 +0.3%
HJMC
1264
Hellman Jordan Management Company
Massachusetts
$3.02M -$133K -8,036 -4%
JAMONY
1265
Jacob Asset Management of New York
California
$3M
PTC
1266
Petrus Trust Company
Texas
$3M
GG
1267
Greenwood Gearhart
Arkansas
$2.98M +$76.1K +4,592 +3%
PFS
1268
Prospera Financial Services
Texas
$2.96M +$675K +40,684 +31%
LC
1269
Lourd Capital
California
$2.94M -$351K -21,140 -11%
PFPT
1270
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.93M -$186K -11,228 -6%
FA
1271
FMA Advisory
Pennsylvania
$2.93M +$22.3K +1,344 +0.8%
RCAG
1272
Rehmann Capital Advisory Group
Michigan
$2.92M +$59.4K +3,584 +2%
KC
1273
Kingfisher Capital
North Carolina
$2.92M -$331K -19,936 -10%
IFB
1274
iAB Financial Bank
Indiana
$2.91M +$48.7K +2,940 +2%
TT
1275
Tower Trust
Indiana
$2.9M -$99.8K -6,020 -3%

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.