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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
BWM
1276
Braver Wealth Management
Massachusetts
$2.89M +$159K +9,604 +6%
PTC
1277
Private Trust Company
Ohio
$2.87M -$570K -34,356 -17%
AWM
1278
Altavista Wealth Management
North Carolina
$2.87M -$127K -7,672 -4%
CB
1279
Chemical Bank
Michigan
$2.86M -$29.7K -1,792 -1%
TCM
1280
Tanaka Capital Management
New York
$2.83M +$127K +7,672 +5%
PIM
1281
Penobscot Investment Management
Massachusetts
$2.83M +$9.29K +560 +0.3%
DHFB
1282
Dixon Hubard Feinour & Brown
Virginia
$2.83M +$123K +7,448 +5%
SCM
1283
Siphron Capital Management
California
$2.82M +$37.1K +2,240 +1%
FCT
1284
Family Capital Trust
Massachusetts
$2.82M +$47.4K +2,856 +2%
SCM
1285
Southport Capital Management
Tennessee
$2.81M -$72.9K -4,396 -3%
AIM
1286
Acuity Investment Management
Ontario, Canada
$2.81M -$1.39M -84,000 -34%
FANJ
1287
Financial Architects (New Jersey)
New Jersey
$2.78M +$151K +9,100 +6%
SWA
1288
SFMG Wealth Advisors
Texas
$2.78M +$463K +27,916 +21%
ST
1289
Smithfield Trust
Pennsylvania
$2.77M -$54.8K -3,304 -2%
JGUA
1290
John G. Ullman & Associates
New York
$2.75M +$32K +1,932 +1%
CCMINC
1291
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.75M +$61.3K +3,696 +2%
SCIA
1292
Sanibel Captiva Investment Advisers
Illinois
$2.75M +$381K +22,960 +17%
NAM
1293
NorthCoast Asset Management
Connecticut
$2.75M +$2.67M +161,336 New
MIS
1294
Morningstar Investment Services
Illinois
$2.74M +$306K +18,480 +13%
SHA
1295
Smith Hayes Advisers
Nebraska
$2.73M +$13.5K +812 +0.5%
FWC
1296
First Washington Corp
Washington
$2.73M +$137K +8,260 +5%
CWA
1297
Constellation Wealth Advisors
New York
$2.72M +$208K +12,572 +9%
SAM
1298
SignalPoint Asset Management
Missouri
$2.71M +$2.64M +159,348 New
AAM
1299
Azzad Asset Management
Virginia
$2.71M
SGCA
1300
Steel Grove Capital Advisors
Tennessee
$2.7M -$2.32K -140 -0.1%

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.