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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
KTC
1501
Kistler-Tiffany Companies
Pennsylvania
$1.34M -$88.2K -5,320 -6%
LJHT
1502
Laurie J. Hall Trustee
$1.34M +$30.2K +1,820 +2%
NCM
1503
Nelson Capital Management
California
$1.34M -$23.2K -1,400 -2%
I
1504
IberiaBank
Louisiana
$1.34M -$107K -6,468 -8%
JFL
1505
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.33M +$685K +41,300 +112%
PFM
1506
PacWest Financial Management
Arizona
$1.32M +$1.29M +77,504 New
CK
1507
Carnick & Kubik
Colorado
$1.32M -$55.7K -3,360 -4%
CTI
1508
Community Trust & Investment
Kentucky
$1.3M -$6.44M -388,192 -84%
PJSIMP
1509
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.3M -$92.8K -5,600 -7%
RAM
1510
RWC Asset Management
United Kingdom
$1.29M -$148K -8,932 -11%
AL
1511
Airain Ltd
Guernsey
$1.29M -$2.02M -121,940 -62%
PAM
1512
Palisade Asset Management
Minnesota
$1.29M -$205K -12,348 -14%
SFSG
1513
Stearns Financial Services Group
North Carolina
$1.28M -$14.9K -896 -1%
BOS
1514
Bank of Stockton
California
$1.27M -$41.3K -2,492 -3%
CC
1515
Cornerstone Capital
California
$1.27M +$791K +47,684 +176%
ECAM
1516
East Coast Asset Management
Massachusetts
$1.27M +$89.6K +5,404 +8%
CCM
1517
Copeland Capital Management
Pennsylvania
$1.27M +$27.4K +1,652 +2%
CCM
1518
Corsair Capital Management
New York
$1.26M -$2.18M -131,600 -64%
JIP
1519
Jaffetilchin Investment Partners
Florida
$1.26M -$40.9K -2,464 -3%
OFS
1520
Orrstown Financial Services
Pennsylvania
$1.25M +$44.1K +2,660 +4%
ODCM
1521
Old Dominion Capital Management
Virginia
$1.24M
UBV
1522
United Bank (Virginia)
Virginia
$1.24M +$35.3K +2,128 +3%
FA
1523
FCG Advisors
New Jersey
$1.24M -$56.2K -3,388 -4%
AFC
1524
AFT Forsyth & Company
Florida
$1.23M
NIC
1525
Northwest Investment Counselors
Oregon
$1.23M +$42.2K +2,548 +4%

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.