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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
FMW
1376
Farr Miller & Washington
District of Columbia
$2.13M -$179K -10,780 -8%
MVA
1377
Mount Vernon Associates
Maryland
$2.13M -$2.58M -155,540 -55%
UR
1378
USCA RIA
Texas
$2.12M -$5.11K -308 -0.2%
RP
1379
Riverbridge Partners
Minnesota
$2.12M
FIM
1380
FourPoints Investment Managers
France
$2.12M -$2.19M -132,272 -52%
PWM
1381
ParenteBeard Wealth Management
Pennsylvania
$2.11M -$39K -2,352 -2%
RGC
1382
Roberts, Glore & Co
Illinois
$2.11M -$513K -30,968 -20%
SAMC
1383
Shinko Asset Management Company
Japan
$2.1M -$139K -8,400 -6%
ACM
1384
Advisors Capital Management
New Jersey
$2.09M +$229K +13,804 +13%
OC
1385
Oarsman Capital
Wisconsin
$2.08M +$89.6K +5,404 +5%
MCM
1386
McGlinn Capital Management
Pennsylvania
$2.07M -$23.2K -1,400 -1%
SAM
1387
Sage Asset Management
New York
$2.07M +$2.02M +121,660 New
ALA
1388
Atherton Lane Advisers
California
$2.06M -$594K -35,840 -23%
SAA
1389
Southeast Asset Advisors
Georgia
$2.05M +$2M +120,624 New
SAM
1390
Serengeti Asset Management
New York
$2.05M +$2M +120,400 New
GD
1391
Grandfield & Dodd
New York
$2.05M +$83.6K +5,040 +4%
SA
1392
Strategic Advisors
New York
$2.05M -$451K -27,216 -18%
CFA
1393
Camarda Financial Advisors
Florida
$2.04M +$1.69M +101,696 +567%
FCFC
1394
First Commonwealth Financial Corp
Pennsylvania
$2.02M +$73.8K +4,452 +4%
HCM
1395
Howland Capital Management
Massachusetts
$2.02M -$93.8K -5,656 -5%
CC
1396
Columbia Capital
California
$2.02M +$1.27M +76,328 +187%
MS
1397
Marshall & Sullivan
Washington
$2.01M -$92.8K -5,600 -5%
CL
1398
CPWM LLC
Washington
$2.01M
JMH
1399
J.M. Hartwell
New York
$1.99M -$490K -29,540 -20%
CT
1400
Coastline Trust
Rhode Island
$1.99M +$53.4K +3,220 +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.