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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
CFS
1526
Community Financial System
New York
$1.2M -$13.9K -840 -1%
ACPU
1527
Arrowgrass Capital Partners (US)
Delaware
$1.19M +$1.16M +70,000 New
PHAM
1528
Palisades Hudson Asset Management
Florida
$1.18M
CF
1529
CNA Financial
Illinois
$1.18M
WG
1530
Welch Group
Alabama
$1.18M +$4.18K +252 +0.4%
NIA
1531
Northstar Investment Advisors
Colorado
$1.17M +$161K +9,716 +16%
RCM
1532
Reynolds Capital Management
Nevada
$1.17M -$46.4K -2,800 -4%
BCM
1533
Basso Capital Management
Connecticut
$1.17M +$1.04M +63,000 +1,125%
TCM
1534
Tributary Capital Management
Nebraska
$1.17M -$5.1M -307,300 -82%
HH
1535
Hilltop Holdings
Texas
$1.17M +$69.6K +4,200 +7%
PSC
1536
Prentiss Smith & Co
Vermont
$1.16M -$78.9K -4,760 -7%
ICM
1537
ICC Capital Management
Florida
$1.16M +$25.1K +1,512 +2%
PG
1538
Proffitt & Goodson
Tennessee
$1.16M +$107K +6,468 +11%
KB
1539
Kimelman & Baird
New York
$1.16M -$218K -13,132 -16%
RT
1540
Reliance Trust
Georgia
$1.15M -$1.16M -70,224 -51%
AGA
1541
Accuvest Global Advisors
Utah
$1.15M
LIM
1542
Lathrop Investment Management
Arkansas
$1.15M +$29.7K +1,792 +3%
MIG
1543
Mariner Investment Group
New York
$1.14M -$371K -22,400 -25%
K
1544
Kemper
Illinois
$1.14M
SFM
1545
Signature Financial Management
Virginia
$1.14M -$1.41M -84,924 -56%
IAS
1546
IMA Advisory Services
Colorado
$1.14M -$344K -20,720 -24%
RPGK
1547
Retirement Planning Group (Kansas)
Kansas
$1.13M -$37.1K -2,240 -3%
HAM
1548
Harber Asset Management
North Carolina
$1.13M +$1.1M +66,500 New
AAS
1549
Annex Advisory Services
Wisconsin
$1.13M +$1.86K +112 +0.2%
WA
1550
Waverly Advisors
Alabama
$1.13M +$359K +21,644 +49%

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.