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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
FM
1676
Forward Management
California
$584K +$139K +8,400 +33%
VNA
1677
VNBTrust National Association
Virginia
$575K -$1.39K -84 -0.2%
GCM
1678
Glynn Capital Management
California
$572K
CAIMH
1679
Central Asset Investments & Management Holdings
Hong Kong
$572K +$557K +33,600 New
GAM
1680
Gould Asset Management
California
$569K -$116K -7,000 -17%
HDIM
1681
Hanson & Doremus Investment Management
Vermont
$569K +$135K +8,148 +32%
FC
1682
Fayerweather Charles
$567K +$9.29K +560 +2%
CA
1683
Corrado Advisors
New Jersey
$557K
HPBT
1684
High Point Bank & Trust
North Carolina
$556K -$17.6K -1,064 -3%
HCM
1685
Harvest Capital Management
New Hampshire
$550K +$536K +32,312 New
HI
1686
Hudock Inc
Pennsylvania
$549K -$49.2K -2,968 -8%
MMH
1687
Menora Mivtachim Holdings
Israel
$547K -$26.5K -1,596 -5%
RCA
1688
Rex Capital Advisors
Rhode Island
$545K
BAM
1689
Berkshire Asset Management
Pennsylvania
$542K +$34.4K +2,072 +7%
AL
1690
Aspiriant LLC
California
$541K +$526K +31,752 New
HEIP
1691
Hudson Edge Investment Partners
New Jersey
$539K -$76.6K -4,620 -13%
BIM
1692
Barton Investment Management
Pennsylvania
$536K
CCT
1693
Country Club Trust
Missouri
$531K +$40.4K +2,436 +8%
HFM
1694
Hartford Financial Management
Connecticut
$530K +$3.71K +224 +0.7%
CCB
1695
Cutter & Co Brokerage
Missouri
$528K +$57.1K +3,444 +13%
SHWM
1696
Smith & Howard Wealth Management
Georgia
$526K +$9.75K +588 +2%
RL
1697
Ruffer LLP
United Kingdom
$525K
SGH
1698
Schonfeld Group Holdings
New York
$524K +$511K +30,800 New
TC
1699
TradeLink Capital
Illinois
$524K +$511K +30,800 New
LRPA
1700
L. Roy Papp & Associates
Arizona
$520K -$1.39K -84 -0.3%

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.