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Apple
AAPL

Overview Fund Activity

1,882 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, 783 increasing their positions, 811 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+30
Holders Change %
+1.62%
% of All Funds
61.04%
Holding in Top 10
773
Holding in Top 10 Change
+126
Holding in Top 10 Change %
+19.47%
% of All Funds
25.07%
New
143
Increased
783
Reduced
811
Closed
90
Calls
$24B
Puts
$24.6B
Net Calls
-$610M
Net Calls Change
+$1.83B

Top Buyers

1
IC
Icahn Carl
Florida
+$1.85B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$762M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$642M
4
MNA
Manning & Napier Advisors
New York
+$443M
5
State Street
State Street
Massachusetts
+$378M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.54B
2
JHIU
Janus Henderson Investors US
Colorado
-$982M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$771M
4
Deutsche Bank
Deutsche Bank
Germany
-$729M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
Group One Trading
1626
Group One Trading
Illinois
$811K +$811K +47,628 New
HBT
1627
Hills Bank & Trust
Iowa
$807K +$69.6K +4,088 +9%
SCA
1628
Salient Capital Advisors
Texas
$794K -$340K -19,964 -30%
BA
1629
Broadview Advisors
Wisconsin
$787K – – –
BCM
1630
Birmingham Capital Management
Alabama
$785K +$191K +11,200 +32%
AIM
1631
Acropolis Investment Management
Missouri
$780K +$23.8K +1,400 +3%
LFG
1632
LifePlan Financial Group
Ohio
$779K -$9.54K -560 -1%
OCM
1633
Osterweis Capital Management
California
$770K -$19.9K -1,064 -3%
MC
1634
Montag & Caldwell
Georgia
$763K – – –
JG
1635
Jefferies Group
New York
$762K -$8.96M -526,120 -92%
AWS
1636
Aris Wealth Services
Pennsylvania
$758K +$183K +10,724 +32%
MPI
1637
Mairs & Power Inc
Minnesota
$755K +$67.2K +3,948 +10%
TSWM
1638
Triangle Securities Wealth Management
North Carolina
$752K +$11.4K +672 +2%
JWM
1639
Jacobus Wealth Management
Wisconsin
$748K -$122K -7,168 -14%
FPC
1640
Falcon Point Capital
California
$746K +$188K +11,060 +34%
ICM
1641
IMS Capital Management
Oregon
$745K -$872K -51,184 -54%
FIM
1642
Fruth Investment Management
Texas
$744K +$48.1K +2,828 +7%
PAG
1643
Pinnacle Advisory Group
Maryland
$739K +$57.2K +3,360 +8%
MC
1644
Miles Capital
Iowa
$737K -$227K -13,356 -24%
EVC
1645
Eidelman Virant Capital
Missouri
$725K -$34.3K -2,016 -5%
CBN
1646
Cadence Bank NA
Texas
$722K -$176K -10,332 -20%
KA
1647
KLCM Advisors
Wisconsin
$715K -$131K -7,700 -16%
HCM
1648
Hilton Capital Management
New York
$705K -$95.4K -5,600 -12%
EFSCE
1649
Enterprise Financial Services Corp (EFSC)
Missouri
$698K -$123K -7,252 -15%
AssetMark Inc
1650
AssetMark Inc
California
$685K +$685K +40,208 New
64 65
66
67 68