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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
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$301M -$30.2M -1,820,056 -9%
Edgewood Management
127
Edgewood Management
Connecticut
$301M -$539K -32,480 -0.2%
Parnassus Investments
128
Parnassus Investments
California
$298M +$346K +20,860 +0.1%
BNP Paribas Asset Management
129
BNP Paribas Asset Management
France
$295M -$34.8M -2,097,172 -11%
Canada Life
130
Canada Life
Manitoba, Canada
$291M +$226M +13,600,720 +386%
US Bancorp
131
US Bancorp
Minnesota
$288M -$4.26M -256,844 -1%
PP
132
Prudential plc
United Kingdom
$287M +$29.6M +1,784,384 +12%
Victory Capital Management
133
Victory Capital Management
Texas
$283M +$276M +16,630,712 New
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$282M -$11.5M -695,772 -4%
MLICM
135
Metropolitan Life Insurance Company (MetLife)
New York
$281M -$10.3M -622,608 -4%
Lord, Abbett & Co
136
Lord, Abbett & Co
New Jersey
$280M +$245M +14,802,816 +899%
NFA
137
Nationwide Fund Advisors
Ohio
$277M -$31.7M -1,910,384 -10%
TIM
138
Thornburg Investment Management
New Mexico
$275M +$133M +8,011,556 +99%
EAM
139
Eagle Asset Management
Florida
$273M +$173M +10,415,860 +192%
BCIM
140
British Columbia Investment Management
British Columbia, Canada
$272M -$26.7M -1,612,912 -9%
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$267M +$6.87M +414,484 +3%
Citadel Advisors
142
Citadel Advisors
Florida
$259M -$207M -12,455,996 -45%
EAM
143
Edge Asset Management
Washington
$252M +$142M +8,556,380 +114%
ACM
144
Atlanta Capital Management
Georgia
$247M -$16.7M -1,009,596 -7%
NTCOC
145
Northern Trust Company of Connecticut
Connecticut
$245M -$9.02M -544,124 -4%
CGT
146
Capital Guardian Trust
California
$241M -$49.9M -3,007,060 -18%
Capital International Investors
147
Capital International Investors
California
$239M -$62.5M -3,771,600 -21%
LBG
148
Lloyds Banking Group
United Kingdom
$239M -$3.67M -221,340 -2%
Korea Investment Corp
149
Korea Investment Corp
South Korea
$234M -$10.2M -617,400 -4%
AIG
150
American International Group
New York
$232M +$4.73M +285,572 +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.