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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
HF
1701
Hoxton Financial
West Virginia
$519K +$56.6K +3,416 +13%
GCP
1702
GSA Capital Partners
United Kingdom
$516K -$2.63M -158,816 -84%
AAM
1703
Auxier Asset Management
Oregon
$513K
BWP
1704
BSW Wealth Partners
Colorado
$509K +$464 +28 +0.1%
PLFAM
1705
Pineno Levin & Ford Asset Management
Virginia
$502K +$27.9K +1,680 +6%
MPIA
1706
Mountain Pacific Investment Advisers
Idaho
$499K -$13.9K -840 -3%
ST
1707
Sabal Trust
Florida
$494K
MCM
1708
Matarin Capital Management
New York
$494K +$97K +5,852 +25%
BP
1709
BBR Partners
New York
$493K +$10.2K +616 +2%
BHTS
1710
Bar Harbor Trust Services
Maine
$487K +$5.57K +336 +1%
AWMS
1711
Advocacy Wealth Management Services
Georgia
$485K +$139K +8,400 +43%
ACM
1712
Artis Capital Management
California
$484K -$441K -26,628 -48%
SCP
1713
Sandhill Capital Partners
New York
$481K
TCM
1714
Texan Capital Management
Texas
$480K -$46.4K -2,800 -9%
GMA
1715
Goldstein Munger & Associates
California
$477K
AAP
1716
Ardsley Advisory Partners
Connecticut
$477K +$464K +28,000 New
JC
1717
JBF Capital
Colorado
$477K +$464K +28,000 New
PCMC
1718
Paragon Capital Management (Colorado)
Colorado
$476K
UM
1719
Ulysses Management
New York
$476K
GI
1720
Gradient Investments
Minnesota
$474K +$317K +19,124 +220%
Twin Tree Management
1721
Twin Tree Management
Texas
$462K +$212K +12,768 +89%
First Eagle Investment Management
1722
First Eagle Investment Management
New York
$452K
AC
1723
Alexandria Capital
Virginia
$442K +$10.7K +644 +3%
AFIA
1724
America First Investment Advisors
Nebraska
$441K +$47.4K +2,856 +12%
SAM
1725
Summit Asset Management
Tennessee
$432K +$39.9K +2,408 +10%

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.