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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
HM
1776
Harvest Management
New York
$321K +$34.8K +2,100 +13%
MFO
1777
Marcuard Family Office
Switzerland
$310K
GA
1778
Geller Advisors
New York
$308K +$300K +18,088 New
UAS
1779
United Asset Strategies
New York
$305K -$2.36M -142,296 -89%
ZTNA
1780
Zions Trust National Association
Utah
$297K -$32K -1,932 -10%
TIM
1781
Thompson Investment Management
Wisconsin
$294K +$928 +56 +0.3%
TCM
1782
Tufton Capital Management
Maryland
$293K +$7.43K +448 +3%
MPMG
1783
Minneapolis Portfolio Management Group
Minnesota
$290K +$4.18K +252 +2%
FAG
1784
Financial Advisory Group
Texas
$289K -$49.7K -2,996 -15%
LS
1785
Livforsakringsbolaget Skandia
Sweden
$288K
ECM
1786
Exchange Capital Management
Michigan
$288K +$928 +56 +0.3%
LIA
1787
LBMC Investment Advisors
Tennessee
$287K
NAM
1788
Nichols Asset Management
Massachusetts
$286K +$279K +16,800 New
PIM
1789
Perkins Investment Management
Illinois
$286K +$279K +16,800 New
OWP
1790
Obermeyer Wealth Partners
Colorado
$284K -$157K -9,464 -36%
TC
1791
TFS Capital
Pennsylvania
$282K -$146K -8,820 -35%
SNBOSD
1792
Security National Bank of So Dak
Iowa
$282K
HCM
1793
Horrell Capital Management
Arkansas
$281K
NI
1794
NFC Investments
Tennessee
$277K
PFA
1795
Pure Financial Advisors
California
$275K -$30.2K -1,820 -10%
VIM
1796
Veritas Investment Management
United Kingdom
$273K +$162K +9,800 +156%
SAM
1797
Strategy Asset Managers
California
$270K
CIC
1798
Cornercap Investment Counsel
Georgia
$270K +$263K +15,876 New
1GA
1799
1st Global Advisors
Texas
$269K -$30.2K -1,820 -10%
MCM
1800
Marathon Capital Management
Maryland
$268K +$1.39K +84 +0.5%

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.