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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
SC
1426
Savant Capital
Illinois
$1.79M +$65K +3,920 +4%
PAM
1427
Paradigm Asset Management
New York
$1.79M -$186K -11,200 -10%
FCB
1428
First Citizens Bancorporation
South Carolina
$1.79M +$133K +8,036 +8%
CCA
1429
Catalyst Capital Advisors
New York
$1.78M +$512K +30,856 +42%
AB
1430
Atlas Brown
Kentucky
$1.77M -$691K -41,692 -29%
BO
1431
BRR OpCo
Ohio
$1.77M +$60.8K +3,668 +4%
MJP
1432
Michael J. Puzo
$1.76M +$194K +11,676 +13%
PCMI
1433
Princeton Capital Management Inc
New Jersey
$1.76M -$23.2K -1,400 -1%
HP
1434
HT Partners
Connecticut
$1.76M +$1.71M +103,236 New
IB
1435
Intrust Bank
Kansas
$1.75M -$681K -41,048 -28%
CPO
1436
Cerity Partners OCIO
New York
$1.74M +$76.6K +4,620 +5%
HL
1437
HeadInvest LLC
Maine
$1.74M -$16.2K -980 -1%
TTWM
1438
TCV Trust & Wealth Management
Virginia
$1.73M -$5.11K -308 -0.3%
PRHC
1439
P.R. Herzig & Co
New York
$1.73M +$1.19M +71,680 +242%
CHJWM
1440
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.73M -$85.9K -5,180 -5%
TAM
1441
Tealwood Asset Management
Minnesota
$1.72M +$20.9K +1,260 +1%
LIC
1442
Lodestar Investment Counsel
Illinois
$1.71M +$1.67M +100,520 New
DWT
1443
Dorsey & Whitney Trust
South Dakota
$1.7M +$360K +21,728 +28%
IIM
1444
Ipswich Investment Management
Massachusetts
$1.7M -$4.64K -280 -0.3%
BSWMG
1445
Barrington Strategic Wealth Management Group
Illinois
$1.69M +$447K +26,964 +37%
FC
1446
FIC Capital
New York
$1.69M +$877K +52,920 +114%
AC
1447
Alley Company
Illinois
$1.68M -$680K -41,020 -29%
MWAC
1448
Mariner Wealth Advisors (Cincinnati)
Ohio
$1.67M -$56.2K -3,388 -3%
OMC
1449
Overbrook Management Corp
New York
$1.67M -$557K -33,600 -26%
DA
1450
DSC Advisors
Illinois
$1.67M -$1.86M -112,000 -53%

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.