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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
NAM
1576
Needelman Asset Management
California
$986K
WA
1577
WBH Advisory
Maryland
$985K -$20K -1,204 -2%
TFF
1578
Timothy F. Fidgeon
$981K -$94.2K -5,684 -9%
ST
1579
Spinnaker Trust
Maine
$971K
EWM
1580
Empirical Wealth Management
Washington
$969K +$17.2K +1,036 +2%
BC
1581
BMI Capital
New York
$967K +$13.5K +812 +1%
RAM
1582
Ramsey Asset Management
Virginia
$963K +$938K +56,560 New
S
1583
SignatureFD
Georgia
$962K -$52.9K -3,192 -5%
Dodge & Cox
1584
Dodge & Cox
California
$962K
RMC
1585
Regis Management Company
California
$961K -$1.86K -112 -0.2%
IUAM
1586
Itau USA Asset Management
New York
$954K -$209K -12,600 -18%
AIC
1587
Atlantic Investment Company
Georgia
$953K +$2.32K +140 +0.3%
HHAA
1588
Henry H. Armstrong Associates
Pennsylvania
$949K +$3.71K +224 +0.4%
HCM
1589
Highlander Capital Management
New Jersey
$946K
BFPW
1590
BOK Financial Private Wealth
Colorado
$944K +$186K +11,200 +25%
BBA
1591
BLB&B Advisors
Pennsylvania
$940K -$16.2K -980 -2%
PAS
1592
Partnervest Advisory Services
California
$936K -$1.13M -68,096 -55%
NEPWA
1593
New England Private Wealth Advisors
Massachusetts
$928K -$52.5K -3,164 -5%
FIMG
1594
Financial & Investment Management Group
Michigan
$922K -$147K -8,876 -14%
NIMI
1595
Natixis Investment Managers International
France
$920K
PWW
1596
Pettyjohn Wood & White
Virginia
$908K -$9.29K -560 -1%
SWM
1597
Segment Wealth Management
Texas
$906K -$1.16M -70,168 -57%
FHB
1598
First Hawaiian Bank
Hawaii
$902K -$69.6K -4,200 -7%
MIU
1599
Man Investments (UK)
United Kingdom
$898K +$568K +34,272 +185%
CMANY
1600
Capital Management Associates (New York)
New York
$896K -$23.2K -1,400 -3%

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.