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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
HTI
1551
Hikari Tsushin Inc
Japan
$1.13M -$3.12M -188,440 -74%
FUBT
1552
First United Bank & Trust
Maryland
$1.13M -$6.96K -420 -0.6%
FBT
1553
First Bankers Trust
Kentucky
$1.13M +$11.6K +700 +1%
ACM
1554
Antonetti Capital Management
Florida
$1.12M -$58K -3,500 -5%
CASB
1555
Cape Ann Savings Bank
Massachusetts
$1.12M -$1.1M -66,388 -50%
TCM
1556
Touradji Capital Management
Florida
$1.12M +$1.09M +65,520 New
GS
1557
Gagnon Securities
New York
$1.11M +$229K +13,832 +27%
SWK
1558
Stephen W. Kidder
$1.11M +$342K +20,608 +46%
LPC
1559
Loeb Partners Corp
New York
$1.09M -$889K -53,620 -46%
MA
1560
MCF Advisors
Kentucky
$1.09M +$528K +31,864 +128%
EWM
1561
Edge Wealth Management
New York
$1.08M -$113K -6,804 -10%
FDCC
1562
Foster Dykema Cabot & Co
Massachusetts
$1.07M -$146K -8,820 -12%
NBC
1563
Neuberger Berman Canada
Ontario, Canada
$1.06M -$2.51M -151,200 -71%
BO
1564
Bank OZK
Arkansas
$1.05M +$173K +10,416 +20%
PRA
1565
Parametric Risk Advisors
Connecticut
$1.04M -$1.1M -66,556 -52%
LWA
1566
Lenox Wealth Advisors
New York
$1.04M -$82.2K -4,956 -8%
IT
1567
Independence Trust
Tennessee
$1.04M -$18.6K -1,120 -2%
Manulife (Manufacturers Life Insurance)
1568
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03M +$5.33M +321,244 +0.5%
AR
1569
Advisory Research
Illinois
$1.03M +$3.25K +196 +0.3%
ZCI
1570
Zevenbergen Capital Investments
Washington
$1.02M +$741K +44,688 +296%
BE
1571
Bonness Enterprises
District of Columbia
$1M +$18.6K +1,120 +2%
HIM
1572
Harbour Investment Management
Washington
$1M
AP
1573
Atwood & Palmer
Missouri
$996K -$3.71K -224 -0.4%
GVT
1574
Genesee Valley Trust
New York
$995K -$185K -11,144 -16%
EHWM
1575
Eads & Heald Wealth Management
Georgia
$995K -$63.1K -3,808 -6%

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.