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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
MBT
1601
Montecito Bank & Trust
California
$889K -$169K -10,164 -16%
GI
1602
Glovista Investments
New Jersey
$889K -$26.9K -1,624 -3%
EP
1603
Elkhorn Partners
Nebraska
$884K +$37.1K +2,240 +5%
GIA
1604
GHP Investment Advisors
Colorado
$883K +$87.3K +5,264 +11%
CS
1605
Comerica Securities
Michigan
$875K -$465K -28,028 -35%
AIM
1606
Aspen Investment Management
Michigan
$863K
WA
1607
WealthTrust-Arizona
Arizona
$861K +$8.82K +532 +1%
FVCM
1608
F&V Capital Management
Florida
$860K -$156K -9,380 -16%
PIM
1609
Platinum Investment Management
Australia
$858K +$836K +50,400 New
TT
1610
Tiedemann Trust
Delaware
$856K -$5.15M -310,688 -86%
LWI
1611
Long Wharf Investors
Massachusetts
$855K +$21.8K +1,316 +3%
RCG
1612
Ruane, Cunniff & Goldfarb
New York
$851K +$62.7K +3,780 +8%
ECM
1613
Estabrook Capital Management
New York
$851K -$52K -3,136 -6%
SC
1614
StellarOne Corp
Virginia
$841K -$61.3K -3,696 -7%
DDC
1615
DF Dent & Co
Maryland
$841K +$9.29K +560 +1%
HT
1616
HighTower Trust
Texas
$840K +$26.5K +1,596 +3%
CHFS
1617
Cobble Hill Financial Services
New Jersey
$839K +$23.2K +1,400 +3%
TBNY
1618
Trustco Bank (New York)
New York
$839K +$327K +19,740 +67%
HS
1619
Huntington Steele
Pennsylvania
$837K -$4.18K -252 -0.5%
JFA
1620
JNBA Financial Advisors
Minnesota
$834K -$18.6K -1,120 -2%
ADBIC
1621
A.D. Beadell Investment Counsel
Wisconsin
$832K -$265K -15,960 -25%
HHGA
1622
Halbert Hargrove Global Advisors
California
$831K -$68.7K -4,144 -8%
GHAM
1623
Gilman Hill Asset Management
Connecticut
$830K +$11.6K +700 +1%
FCIM
1624
Fairview Capital Investment Management
California
$822K
FWM
1625
Focused Wealth Management
New York
$818K +$797K +48,048 New

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.