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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
PL
1751
Parthenon LLC
Kentucky
$368K +$358K +21,588 New
ACM
1752
Argent Capital Management
Missouri
$367K -$23.8M -1,436,540 -99%
FNBOH
1753
First National Bank of Hutchinson
Kansas
$364K -$289K -17,444 -45%
GAM
1754
Garrison Asset Management
Arkansas
$361K
VA
1755
Valmark Advisers
Ohio
$360K
AHB
1756
Abner Herrman & Brock
New Jersey
$360K +$102K +6,160 +41%
FA
1757
Financial Advantage
Maryland
$358K +$22.7K +1,372 +7%
SFPIA
1758
Stevens First Principles Investment Advisors
California
$357K +$51.1K +3,080 +17%
BA
1759
Bennicas & Associates
California
$356K
GC
1760
Gratry & Company
Ohio
$351K
ANTB
1761
AMG National Trust Bank
Colorado
$350K +$928 +56 +0.3%
BC
1762
Brinker Capital
Pennsylvania
$346K -$1.2M -72,268 -78%
DRGI
1763
del Rey Global Investors
California
$346K +$337K +20,300 New
CCM
1764
Carlson Capital Management
Minnesota
$345K +$91.5K +5,516 +37%
FDS
1765
First Dallas Securities
Texas
$343K +$464 +28 +0.1%
FC
1766
FCA Corp
Texas
$343K +$332K +20,020 New
VFP
1767
Verus Financial Partners
Virginia
$341K +$23.7K +1,428 +8%
ACA
1768
Anchor Capital Advisors
Massachusetts
$341K +$332K +20,048 New
KACA
1769
Kayne Anderson Capital Advisors
California
$334K +$325K +19,600 New
MCM
1770
Mitchell Capital Management
Kansas
$333K -$2.32K -140 -0.7%
FMC
1771
First Merchants Corp
Indiana
$332K +$22.3K +1,344 +7%
TSW
1772
Thompson Siegel & Walmsley
Virginia
$328K -$688K -41,496 -68%
CPA
1773
Cowen Prime Advisors
New York
$325K +$33.9K +2,044 +12%
FMP
1774
Financial Management Professionals
Texas
$323K -$23.2K -1,400 -7%
WSC
1775
Wellington Shields & Co
New York
$322K +$313K +18,900 New

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.