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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
WMSA
1301
Weiss Multi-Strategy Advisers
New York
$2.69M -$3.64M -219,240 -58%
AAMU
1302
AEGON Asset Management (UK)
United Kingdom
$2.69M -$780K -47,068 -23%
TCOO
1303
Trust Company of Oklahoma
Oklahoma
$2.69M +$13K +784 +0.5%
Alyeska Investment Group
1304
Alyeska Investment Group
Illinois
$2.68M -$4.73M -285,488 -64%
AHC
1305
Anderson Hoagland & Co
Missouri
$2.67M -$1.25M -75,152 -32%
PHS
1306
Pekin Hardy Strauss
Illinois
$2.66M -$360K -21,700 -12%
HCM
1307
Hillman Capital Management
Maryland
$2.66M -$112K -6,776 -4%
MPA
1308
Marvin & Palmer Associates
Delaware
$2.66M -$3.81M -229,600 -60%
CC
1309
Capital Counsel
New York
$2.64M +$316K +19,040 +14%
ACM
1310
Alpha Capital Management
Texas
$2.64M -$94.2K -5,684 -4%
ICMC
1311
Intrepid Capital Management (Connecticut)
Connecticut
$2.62M -$696K -42,000 -21%
RIA
1312
Regal Investment Advisors
Michigan
$2.61M -$10.7K -644 -0.4%
GXMC
1313
Global X Management Company
New York
$2.6M +$1.42M +85,904 +129%
NIM
1314
Needham Investment Management
New York
$2.6M
MRCM
1315
M&R Capital Management
New Jersey
$2.59M -$5.23M -315,616 -67%
SSWM
1316
Sheets Smith Wealth Management
North Carolina
$2.58M -$156K -9,408 -6%
IAM
1317
Integre Asset Management
New York
$2.56M -$384K -23,184 -13%
LC
1318
Lilley & Co
Michigan
$2.56M -$49.2K -2,968 -2%
GCAC
1319
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.55M +$2.41M +145,628 New
CP
1320
Camelot Portfolios
Ohio
$2.55M +$347K +20,916 +16%
AF
1321
Allworth Financial
California
$2.55M +$87.7K +5,292 +4%
PCM
1322
Prelude Capital Management
New York
$2.55M -$2.9M -174,888 -54%
CCM
1323
Channing Capital Management
Illinois
$2.54M
BKBG
1324
BHF Kleinwort Benson Group
Belgium
$2.53M -$76.6K -4,620 -3%
LFR
1325
Lehman Financial Resources
Pennsylvania
$2.53M

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.