We are live on ! Find out more

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
SB
151
Suntrust Banks
Georgia
$229M -$10.2M -613,956 -4%
IGIM
152
I.G. Investment Management
Manitoba, Canada
$229M -$5.71M -344,148 -2%
Comerica Bank
153
Comerica Bank
Texas
$227M -$8.89M -535,920 -4%
BA
154
BlackRock Advisors
Delaware
$224M -$9.34M -563,024 -4%
GC
155
Guggenheim Capital
Illinois
$220M +$28.5M +1,717,240 +15%
WT
156
Wellcome Trust
United Kingdom
$219M
TPSF
157
Texas Permanent School Fund
Texas
$217M -$13.8M -829,752 -6%
TG
158
TCW Group
California
$215M -$4.5M -271,684 -2%
Nomura Holdings
159
Nomura Holdings
Japan
$212M +$32.6M +1,966,888 +19%
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$211M +$56M +3,376,408 +37%
Coatue Management
161
Coatue Management
New York
$211M -$534M -32,232,508 -72%
CIP
162
Cornerstone Investment Partners
Georgia
$211M -$53.3M -3,212,636 -21%
HCM
163
Herndon Capital Management
Georgia
$207M +$87.7M +5,289,172 +77%
CLM
164
ClearBridge LLC (Maryland)
Maryland
$205M -$11.1M -668,080 -5%
NI
165
Numeric Investors
Massachusetts
$202M +$105M +6,325,200 +114%
AQR Capital Management
166
AQR Capital Management
Connecticut
$201M -$10.8M -651,924 -5%
PI
167
PGGM Investments
Netherlands
$201M +$17.8M +1,076,124 +10%
FCAM
168
F&C Asset Management
United Kingdom
$199M -$6.23M -375,620 -3%
GTP
169
Global Thematic Partners
New York
$198M -$22.8M -1,376,256 -11%
ACI
170
AMP Capital Investors
Australia
$196M -$19.2M -1,155,784 -9%
KeyBank National Association
171
KeyBank National Association
Ohio
$196M -$344M -20,729,212 -64%
OH
172
Orbis Holdings
Bermuda
$193M +$188M +11,318,860 New
IRF
173
IBM Retirement Fund
New York
$185M -$26.3M -1,587,096 -13%
Harris Associates
174
Harris Associates
Illinois
$184M -$18.4M -1,110,620 -9%
Luther King Capital Management (LKCM)
175
Luther King Capital Management (LKCM)
Texas
$183M +$18.1M +1,092,448 +11%

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.