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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 %
AIS
1651
APG Investment Services
Netherlands
$682K – – –
I2I
1652
Insight 2811 Inc
Illinois
$667K +$119K +7,000 +22%
NYLT
1653
New York Life Trust
New York
$665K -$37.7K -2,212 -5%
FIAS
1654
FinTrust Investment Advisory Services
South Carolina
$654K -$19.1K -1,120 -3%
WSA
1655
Wall Street Associates
California
$648K -$82.9K -4,872 -11%
CAM
1656
Cubic Asset Management
Massachusetts
$648K -$52.4K -3,080 -7%
PP
1657
Peconic Partners
New York
$644K – – –
VNIM
1658
Vaughan Nelson Investment Management
Texas
$644K – – –
PFO
1659
Pathstone Family Office
New Jersey
$639K -$173K -10,192 -21%
TCM
1660
Tran Capital Management
California
$622K -$469K -27,524 -43%
NCM
1661
Newgate Capital Management
Connecticut
$621K -$326K -19,152 -34%
MMLI
1662
Massachusetts Mutual Life Insurance
Massachusetts
$619K +$619K +36,344 New
LG
1663
Laidlaw Group
New York
$615K -$28.6K -1,680 -4%
OA
1664
Oxbow Advisors
Texas
$612K +$2.86K +168 +0.5%
VFAM
1665
Valley Forge Asset Management
Pennsylvania
$607K -$360K -21,168 -37%
VDI
1666
Vaughan David Investments
Illinois
$602K -$16.7K -980 -3%
TCOTO
1667
Trust Company of the Ozarks
Missouri
$602K – – –
MWM
1668
Modera Wealth Management
New Jersey
$597K +$185K +10,892 +45%
PGA
1669
Portland Global Advisors
Maine
$596K +$4.77K +280 +0.8%
DCM
1670
Donaldson Capital Management
Indiana
$588K -$29.5K -1,736 -5%
AMG
1671
Asset Management Group
Connecticut
$586K +$99.1K +5,824 +20%
MA
1672
Marshwinds Advisory
Georgia
$585K +$119K +7,000 +26%
SBWM
1673
Sunflower Bank Wealth Management
Arizona
$584K -$11.9K -700 -2%
FM
1674
Forward Management
California
$584K +$146K +8,400 +33%
VNA
1675
VNBTrust National Association
Virginia
$575K -$1.43K -84 -0.2%
65 66
67
68 69