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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
MG
1476
MDE Group
New Jersey
$1.5M
CCM
1477
Chinook Capital Management
Oregon
$1.49M +$2.32K +140 +0.2%
CNAM
1478
Campbell Newman Asset Management
Wisconsin
$1.48M +$464 +28 +0%
WA
1479
WealthTrust Axiom
Pennsylvania
$1.46M -$9.75K -588 -0.7%
SCM
1480
Steward Capital Management
Michigan
$1.46M -$69.6K -4,200 -5%
FMA
1481
FNY Managed Accounts
New York
$1.45M +$1.23M +74,200 +663%
HAI
1482
Hennessy Advisors Inc
California
$1.45M +$1.42M +85,400 New
BFEC
1483
Benjamin F. Edwards & Company
Missouri
$1.45M -$39.9K -2,408 -3%
ACM
1484
Argonaut Capital Management
New York
$1.45M
HVIA
1485
Hudson Valley Investment Advisors
New York
$1.45M +$545K +32,872 +63%
FFSOTS
1486
Fiduciary Financial Services of The Southwest
Texas
$1.44M +$93.3K +5,628 +7%
AI
1487
ArchPoint Investors
Florida
$1.44M +$30.2K +1,820 +2%
PFS
1488
Penseco Financial Services
Pennsylvania
$1.43M +$162K +9,772 +13%
ARMC
1489
American Research & Management Company
Massachusetts
$1.43M +$142K +8,540 +11%
BCMU
1490
BlueCrest Capital Management (UK)
Guernsey
$1.43M +$1.39M +84,000 New
MFW
1491
Meristem Family Wealth
Minnesota
$1.43M -$25.1K -1,512 -2%
CCM
1492
Check Capital Management
California
$1.42M +$47.4K +2,856 +4%
CIA
1493
Covington Investment Advisors
Pennsylvania
$1.4M -$7.89K -476 -0.6%
MFIMFI
1494
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.39M
PCM
1495
Perkins Capital Management
Minnesota
$1.38M +$1.34M +81,116 New
BHBT
1496
Burke & Herbert Bank & Trust
Virginia
$1.38M +$34.8K +2,100 +3%
IWC
1497
Integrated Wealth Counsel
California
$1.37M -$140K -8,456 -10%
HCA
1498
Harbour Capital Advisors
Virginia
$1.36M +$3.25K +196 +0.2%
WOC
1499
West Oak Capital
California
$1.35M +$58.5K +3,528 +5%
BBI
1500
Baxter Bros Inc
Connecticut
$1.35M +$153K +9,240 +13%

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.