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Apple
AAPL

Overview Fund Activity

1,882 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, 783 increasing their positions, 811 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,882
Holders Change
+30
Holders Change %
+1.62%
% of All Funds
61.04%
Holding in Top 10
773
Holding in Top 10 Change
+126
Holding in Top 10 Change %
+19.47%
% of All Funds
25.07%
New
143
Increased
783
Reduced
811
Closed
90
Calls
$24B
Puts
$24.6B
Net Calls
-$610M
Net Calls Change
+$1.83B

Top Buyers

1
IC
Icahn Carl
Florida
+$1.85B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$762M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$642M
4
MNA
Manning & Napier Advisors
New York
+$443M
5
State Street
State Street
Massachusetts
+$378M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.54B
2
JHIU
Janus Henderson Investors US
Colorado
-$982M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$771M
4
Deutsche Bank
Deutsche Bank
Germany
-$729M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$708M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMK
1726
Paragon Capital Management (Kansas)
Kansas
$422K +$14.8K +868 +4%
CAL
1727
Capital Analysts LLC
Pennsylvania
$422K -$191K -11,228 -31%
WRM
1728
Weybosset Research & Management
Rhode Island
$415K – – –
SAM
1729
Shamrock Asset Management
Texas
$406K -$6.68K -392 -2%
RT
1730
Rockland Trust
Massachusetts
$406K +$11.5K +672 +3%
BCM
1731
Boltwood Capital Management
California
$405K +$45.3K +2,660 +13%
HCM
1732
Hengehold Capital Management
Ohio
$402K -$19.1K -1,120 -5%
MUMSS
1733
Mitsubishi UFJ Morgan Stanley Securities
Japan
$400K +$71.4K +4,200 +22%
PGAM
1734
Platinum Grove Asset Management
New York
$399K -$29.6K -1,736 -7%
RHJA
1735
Rice Hall James & Associates
California
$399K – – –
RR
1736
Robotti Robert
$391K -$16.7K -980 -4%
BFA
1737
Bragg Financial Advisors
North Carolina
$390K +$42K +2,464 +12%
ZAM
1738
Zevin Asset Management
Massachusetts
$388K – – –
DAC
1739
Dividend Assets Capital
South Carolina
$382K -$83.4K -4,900 -18%
T
1740
TradeWorx
New Jersey
$382K +$140K +8,232 +58%
WIM
1741
Weitz Investment Management
Nebraska
$381K – – –
BCI
1742
Brinker Capital Investments
Pennsylvania
$378K +$78.8K +4,620 +26%
T
1743
Thomaspartners
Massachusetts
$377K +$4.76K +280 +1%
RB
1744
Rodgers Brothers
Pennsylvania
$374K -$119K -7,000 -24%
LD
1745
Lipe & Dalton
New York
$372K – – –
ACM
1746
Aviance Capital Management
Florida
$369K -$53.8K -3,164 -13%
RTS
1747
Round Table Services
New Jersey
$369K +$7.14K +420 +2%
ASA
1748
Armstrong Shaw Associates
Connecticut
$368K -$2.38K -140 -0.6%
PL
1749
Parthenon LLC
Kentucky
$368K +$368K +21,588 New
ACM
1750
Argent Capital Management
Missouri
$367K -$24.5M -1,436,540 -99%
68 69
70
71 72