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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
TAM
1626
Thornmark Asset Management
Ontario, Canada
$817K -$3.51M -211,400 -82%
NFGCM
1627
Norman Fields Gottscho Capital Management
New York
$817K -$69.6K -4,200 -8%
Group One Trading
1628
Group One Trading
Illinois
$811K +$790K +47,628 New
HBT
1629
Hills Bank & Trust
Iowa
$807K +$67.8K +4,088 +9%
SCA
1630
Salient Capital Advisors
Texas
$794K -$331K -19,964 -30%
BA
1631
Broadview Advisors
Wisconsin
$787K
BCM
1632
Birmingham Capital Management
Alabama
$785K +$186K +11,200 +32%
AIM
1633
Acropolis Investment Management
Missouri
$780K +$23.2K +1,400 +3%
LFG
1634
LifePlan Financial Group
Ohio
$779K -$9.29K -560 -1%
OCM
1635
Osterweis Capital Management
California
$770K -$17.6K -1,064 -3%
MC
1636
Montag & Caldwell
Georgia
$763K
JG
1637
Jefferies Group
New York
$762K -$8.72M -526,120 -92%
AWS
1638
Aris Wealth Services
Pennsylvania
$758K +$178K +10,724 +32%
MPI
1639
Mairs & Power Inc
Minnesota
$755K +$65.5K +3,948 +10%
TSWM
1640
Triangle Securities Wealth Management
North Carolina
$752K +$11.1K +672 +2%
JWM
1641
Jacobus Wealth Management
Wisconsin
$748K -$119K -7,168 -14%
FPC
1642
Falcon Point Capital
California
$746K +$183K +11,060 +34%
ICM
1643
IMS Capital Management
Oregon
$745K -$849K -51,184 -54%
FIM
1644
Fruth Investment Management
Texas
$744K +$46.9K +2,828 +7%
PAG
1645
Pinnacle Advisory Group
Maryland
$739K +$55.7K +3,360 +8%
MC
1646
Miles Capital
Iowa
$737K -$221K -13,356 -24%
EVC
1647
Eidelman Virant Capital
Missouri
$725K -$33.4K -2,016 -5%
CBN
1648
Cadence Bank NA
Texas
$722K -$171K -10,332 -20%
KA
1649
KLCM Advisors
Wisconsin
$715K -$128K -7,700 -16%
HCM
1650
Hilton Capital Management
New York
$705K -$92.8K -5,600 -12%

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.