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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
HCM
1326
Hodges Capital Management
Texas
$2.52M -$126K -7,616 -5%
BSB
1327
Bangor Savings Bank
Maine
$2.52M -$928 -56 -0%
CW
1328
Cabot-Wellington
Massachusetts
$2.51M +$26.5K +1,596 +1%
IIC
1329
Ironwood Investment Counsel
Arizona
$2.5M -$366K -22,092 -13%
CCP
1330
Clarkston Capital Partners
Michigan
$2.5M -$113K -6,804 -4%
DVM
1331
Dreman Value Management
Florida
$2.5M +$2.43M +146,804 New
FMWA
1332
Forvis Mazars Wealth Advisors
Missouri
$2.5M +$132K +7,980 +6%
AI
1333
Accredited Investors
Minnesota
$2.48M +$143K +8,624 +6%
DBIA
1334
Dumont & Blake Investment Advisors
New Jersey
$2.47M +$7.43K +448 +0.3%
NSIM
1335
North Star Investment Management
Illinois
$2.46M -$494K -29,820 -17%
BIM
1336
BRC Investment Management
Colorado
$2.46M +$2.39M +144,200 New
ECM
1337
Endex Capital Management
Kansas
$2.43M
WRM
1338
Westport Resources Management
Connecticut
$2.43M -$152K -9,184 -6%
3NC
1339
300 North Capital
California
$2.42M +$604K +36,400 +34%
BSW
1340
Buckingham Strategic Wealth
Missouri
$2.42M +$21.4K +1,288 +0.9%
TCOT
1341
Trust Company of Toledo
Ohio
$2.4M +$606K +36,540 +35%
FNFDCM
1342
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.39M +$390K +23,520 +20%
ST
1343
Semper Trust
Pennsylvania
$2.38M +$197K +11,900 +9%
BCB
1344
Brian C. Broderick
$2.38M +$412K +24,836 +22%
CIG
1345
Consolidated Investment Group
Colorado
$2.37M
PFBT
1346
Parkside Financial Bank & Trust
Missouri
$2.37M -$201K -12,124 -8%
WC
1347
Whitnell & Co
Illinois
$2.36M +$36.2K +2,184 +2%
ISB
1348
Iowa State Bank
Iowa
$2.36M +$60.4K +3,640 +3%
BCA
1349
Benchmark Capital Advisors
New York
$2.35M +$450K +27,160 +24%
FFBTD
1350
First Financial Bank - Trust Division
Ohio
$2.35M -$265K -15,960 -10%

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.