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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
TFA
1351
Transamerica Financial Advisors
Florida
$2.34M +$791K +47,684 +53%
WPC
1352
White Pine Capital
Minnesota
$2.33M -$99.8K -6,020 -4%
DT
1353
Diversified Trust
Tennessee
$2.32M +$188K +11,340 +9%
PGIM
1354
Pacific Global Investment Management
California
$2.31M +$214K +12,880 +11%
NAM
1355
NTV Asset Management
West Virginia
$2.26M +$464 +28 +0%
BONST
1356
Bank of Nova Scotia Trust
Ontario, Canada
$2.26M +$721K +43,456 +49%
GGHC
1357
Gilder Gagnon Howe & Co
New York
$2.25M +$11.6K +700 +0.5%
RCM
1358
Raptor Capital Management
Massachusetts
$2.24M +$2.18M +131,600 New
MC
1359
MSF Capital
New York
$2.23M +$2.17M +130,900 New
HC
1360
HHG & Company
Connecticut
$2.22M -$221K -13,356 -9%
MM
1361
Meridian Management
Arkansas
$2.21M
SC
1362
SouthState Corp
Florida
$2.21M +$42.7K +2,576 +2%
BC
1363
Banced Corp
Illinois
$2.2M -$119K -7,196 -5%
LW
1364
Linscomb Wealth
Texas
$2.2M +$8.36K +504 +0.4%
MIM
1365
Midwest Investment Management
Ohio
$2.19M +$34.8K +2,100 +2%
MA
1366
Menlo Advisors
California
$2.18M +$928 +56 +0%
TIC
1367
Trees Investment Counsel
Illinois
$2.18M +$2.12M +128,100 New
PHIMC
1368
Private Harbour Investment Management & Counsel
Ohio
$2.18M +$676K +40,768 +47%
FSA
1369
Financial Sense Advisors
California
$2.17M +$114K +6,888 +6%
KIG
1370
Kessler Investment Group
Indiana
$2.16M -$188K -11,340 -8%
BL
1371
BCWM LLC
Kansas
$2.16M -$647K -39,032 -24%
FFC
1372
First Financial Corp
Indiana
$2.15M +$27.9K +1,680 +1%
AT
1373
Allston Trading
Illinois
$2.15M -$3.31M -199,472 -61%
DSC
1374
Duncker Streett & Co
Missouri
$2.14M +$13.9K +840 +0.7%
BRM
1375
Boston Research & Management
Massachusetts
$2.14M +$40.9K +2,464 +2%

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.