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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
HCA
1726
Horan Capital Advisors
Ohio
$427K +$94.7K +5,712 +30%
AWM
1727
Affinity Wealth Management
Delaware
$423K +$5.57K +336 +1%
PCMK
1728
Paragon Capital Management (Kansas)
Kansas
$422K +$14.4K +868 +4%
CAL
1729
Capital Analysts LLC
Pennsylvania
$422K -$186K -11,228 -31%
WRM
1730
Weybosset Research & Management
Rhode Island
$415K
SAM
1731
Shamrock Asset Management
Texas
$406K -$6.5K -392 -2%
RT
1732
Rockland Trust
Massachusetts
$406K +$11.1K +672 +3%
BCM
1733
Boltwood Capital Management
California
$405K +$44.1K +2,660 +13%
HCM
1734
Hengehold Capital Management
Ohio
$402K -$18.6K -1,120 -5%
MUMSS
1735
Mitsubishi UFJ Morgan Stanley Securities
Japan
$400K +$69.6K +4,200 +22%
PGAM
1736
Platinum Grove Asset Management
New York
$399K -$28.8K -1,736 -7%
RHJA
1737
Rice Hall James & Associates
California
$399K
RR
1738
Robotti Robert
$391K -$16.2K -980 -4%
BFA
1739
Bragg Financial Advisors
North Carolina
$390K +$40.9K +2,464 +12%
ZAM
1740
Zevin Asset Management
Massachusetts
$388K
DAC
1741
Dividend Assets Capital
South Carolina
$382K -$81.2K -4,900 -18%
T
1742
TradeWorx
New Jersey
$382K +$136K +8,232 +58%
WIM
1743
Weitz Investment Management
Nebraska
$381K
BCI
1744
Brinker Capital Investments
Pennsylvania
$378K +$76.6K +4,620 +26%
T
1745
Thomaspartners
Massachusetts
$377K +$4.64K +280 +1%
RB
1746
Rodgers Brothers
Pennsylvania
$374K -$116K -7,000 -24%
LD
1747
Lipe & Dalton
New York
$372K
ACM
1748
Aviance Capital Management
Florida
$369K -$52.5K -3,164 -13%
RTS
1749
Round Table Services
New Jersey
$369K +$6.96K +420 +2%
ASA
1750
Armstrong Shaw Associates
Connecticut
$368K -$2.32K -140 -0.6%

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.