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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
IPC
1451
Independent Portfolio Consultants
Florida
$1.67M +$576K +34,748 +55%
WAM
1452
Wolverine Asset Management
Illinois
$1.67M -$4.01M -242,116 -71%
WPIC
1453
White Pine Investment Company
Michigan
$1.67M +$6.96K +420 +0.4%
ATC
1454
Adirondack Trust Company
New York
$1.66M +$30.2K +1,820 +2%
SAS
1455
Spectrum Advisory Services
Georgia
$1.65M -$18.6K -1,120 -1%
PMFA
1456
Plante Moran Financial Advisors
Michigan
$1.62M +$106K +6,412 +7%
BIM
1457
Baldwin Investment Management
Pennsylvania
$1.62M
CC
1458
Cadinha & Co
Hawaii
$1.62M
SFT
1459
Simmons First Trust
Arkansas
$1.6M +$1.39K +84 +0.1%
NIS
1460
National Investment Services
Wisconsin
$1.6M +$1.56M +94,164 New
BOS
1461
Bingham Osborn & Scarborough
California
$1.6M -$180K -10,864 -10%
CDH
1462
Charles D. Hyman
$1.59M +$11.6K +700 +0.8%
BAM
1463
Banta Asset Management
California
$1.59M -$916K -55,272 -37%
CP
1464
Corbenic Partners
Pennsylvania
$1.59M +$132K +7,980 +9%
PCP
1465
Perimeter Capital Partners
Georgia
$1.58M
OA
1466
Outfitter Advisors
Virginia
$1.58M +$69.6K +4,200 +5%
BCMO
1467
Buckingham Capital Management (Ohio)
Ohio
$1.58M +$96.1K +5,796 +7%
B
1468
BancorpSouth
Mississippi
$1.58M +$273K +16,492 +22%
WIL
1469
Winifred I. Li
$1.56M -$232K -14,000 -13%
FIM
1470
Freedom Investment Management
Connecticut
$1.55M -$201K -12,124 -12%
JPMIA
1471
J.P. Marvel Investment Advisors
Massachusetts
$1.53M -$11.6K -700 -0.8%
WIS
1472
Wright Investors Service
Connecticut
$1.52M +$158K +9,520 +12%
SCM
1473
SOL Capital Management
Maryland
$1.51M -$321K -19,348 -18%
PMG
1474
ProVise Management Group
Florida
$1.51M +$154K +9,268 +12%
KT
1475
Kanaly Trust
Texas
$1.51M +$1.47M +88,508 New

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.