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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
EFSCE
1651
Enterprise Financial Services Corp (EFSC)
Missouri
$698K -$120K -7,252 -15%
AssetMark Inc
1652
AssetMark Inc
California
$685K +$667K +40,208 New
AIS
1653
APG Investment Services
Netherlands
$682K
I2I
1654
Insight 2811 Inc
Illinois
$667K +$116K +7,000 +22%
NYLT
1655
New York Life Trust
New York
$665K -$36.7K -2,212 -5%
FIAS
1656
FinTrust Investment Advisory Services
South Carolina
$654K -$18.6K -1,120 -3%
WSA
1657
Wall Street Associates
California
$648K -$80.8K -4,872 -11%
CAM
1658
Cubic Asset Management
Massachusetts
$648K -$51.1K -3,080 -7%
PP
1659
Peconic Partners
New York
$644K
VNIM
1660
Vaughan Nelson Investment Management
Texas
$644K
PFO
1661
Pathstone Family Office
New Jersey
$639K -$169K -10,192 -21%
TCM
1662
Tran Capital Management
California
$622K -$456K -27,524 -43%
NCM
1663
Newgate Capital Management
Connecticut
$621K -$318K -19,152 -34%
MMLI
1664
Massachusetts Mutual Life Insurance
Massachusetts
$619K +$603K +36,344 New
LG
1665
Laidlaw Group
New York
$615K -$27.9K -1,680 -4%
OA
1666
Oxbow Advisors
Texas
$612K +$2.79K +168 +0.5%
VFAM
1667
Valley Forge Asset Management
Pennsylvania
$607K -$351K -21,168 -37%
VDI
1668
Vaughan David Investments
Illinois
$602K -$16.2K -980 -3%
TCOTO
1669
Trust Company of the Ozarks
Missouri
$602K
MWM
1670
Modera Wealth Management
New Jersey
$597K +$181K +10,892 +45%
PGA
1671
Portland Global Advisors
Maine
$596K +$4.64K +280 +0.8%
DCM
1672
Donaldson Capital Management
Indiana
$588K -$28.8K -1,736 -5%
AMG
1673
Asset Management Group
Connecticut
$586K +$96.6K +5,824 +20%
MA
1674
Marshwinds Advisory
Georgia
$585K +$116K +7,000 +26%
SBWM
1675
Sunflower Bank Wealth Management
Arizona
$584K -$11.6K -700 -2%

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.