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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
HSA
1401
HBK Sorce Advisory
Pennsylvania
$1.99M -$2.06M -124,152 -52%
SIC
1402
Schwartz Investment Counsel
Michigan
$1.99M -$46.4K -2,800 -2%
MHI
1403
Miller Howard Investments
New York
$1.98M +$10.2K +616 +0.5%
NCM
1404
Noesis Capital Mangement
Florida
$1.97M +$745K +44,940 +64%
MBT
1405
Monroe Bank & Trust
Michigan
$1.94M -$18.6K -1,120 -1%
EML
1406
Eos Management LP
New York
$1.93M
NDSI
1407
Newman Dignan & Sheerar Inc
Rhode Island
$1.91M +$39K +2,352 +2%
MFS
1408
Monetta Financial Services
Illinois
$1.91M -$1.39M -84,000 -43%
NES
1409
New England Securities
New York
$1.91M +$193K +11,620 +12%
JWA
1410
JFS Wealth Advisors
Pennsylvania
$1.9M -$339K -20,440 -15%
ACI
1411
Advance Capital I
Michigan
$1.9M +$464K +28,000 +34%
SAS
1412
Stelac Advisory Services
New York
$1.88M +$124K +7,476 +7%
SA
1413
Springowl Associates
New York
$1.87M -$696K -42,000 -28%
OCM
1414
Orleans Capital Management
Louisiana
$1.86M -$223K -13,440 -11%
ASC
1415
Atalanta Sosnoff Capital
New York
$1.85M -$4.64K -280 -0.3%
FIG
1416
Fortress Investment Group
New York
$1.84M +$734K +44,268 +69%
TYCC
1417
Texas Yale Capital Corp
Florida
$1.84M +$202K +12,180 +13%
HIM
1418
Herald Investment Management
United Kingdom
$1.83M
MCM
1419
McRae Capital Management
New Jersey
$1.83M +$81.2K +4,900 +5%
KA
1420
Kovack Advisors
Florida
$1.82M +$202K +12,180 +13%
CAS
1421
CTC Alternative Strategies
Illinois
$1.82M +$1.77M +106,904 New
SOAMC
1422
Spirit of America Management Corp
New York
$1.81M
TIM
1423
Tortoise Investment Management
New York
$1.8M -$1.44M -86,800 -45%
DMC
1424
Drexel Morgan & Co
Pennsylvania
$1.8M -$529K -31,920 -23%
RA
1425
Rational Advisors
New York
$1.79M -$2.67M -160,972 -60%

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.