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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
$4.93B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.5B
4
MNA
Manning & Napier Advisors
New York
$480M
5
State Street
State Street
Massachusetts
$18.2B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$3.47B
2
JHIU
Janus Henderson Investors US
Colorado
$2.21B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$916M
4
Deutsche Bank
Deutsche Bank
Germany
$941M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$14.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
1776
Geller Advisors
New York
$308K +$308K +18,088 New
UAS
1777
United Asset Strategies
New York
$305K -$2.43M -142,296 -89%
ZTNA
1778
Zions Trust National Association
Utah
$297K -$32.9K -1,932 -10%
TIM
1779
Thompson Investment Management
Wisconsin
$294K +$953 +56 +0.3%
TCM
1780
Tufton Capital Management
Maryland
$293K +$7.64K +448 +3%
MPMG
1781
Minneapolis Portfolio Management Group
Minnesota
$290K +$4.29K +252 +2%
FAG
1782
Financial Advisory Group
Texas
$289K -$50.9K -2,996 -15%
LS
1783
Livforsakringsbolaget Skandia
Sweden
$288K – – –
ECM
1784
Exchange Capital Management
Michigan
$288K +$955 +56 +0.3%
LIA
1785
LBMC Investment Advisors
Tennessee
$287K – – –
PIM
1786
Perkins Investment Management
Illinois
$286K +$286K +16,800 New
NAM
1787
Nichols Asset Management
Massachusetts
$286K +$286K +16,800 New
OWP
1788
Obermeyer Wealth Partners
Colorado
$284K -$161K -9,464 -36%
TC
1789
TFS Capital
Pennsylvania
$282K -$150K -8,820 -35%
SNBOSD
1790
Security National Bank of So Dak
Iowa
$282K – – –
HCM
1791
Horrell Capital Management
Arkansas
$281K – – –
NI
1792
NFC Investments
Tennessee
$277K – – –
PFA
1793
Pure Financial Advisors
California
$275K -$31K -1,820 -10%
VIM
1794
Veritas Investment Management
United Kingdom
$273K +$166K +9,800 +156%
SAM
1795
Strategy Asset Managers
California
$270K – – –
CIC
1796
Cornercap Investment Counsel
Georgia
$270K +$270K +15,876 New
1GA
1797
1st Global Advisors
Texas
$269K -$30.9K -1,820 -10%
MCM
1798
Marathon Capital Management
Maryland
$268K +$1.43K +84 +0.5%
CIC
1799
Chilton Investment Company
Connecticut
$268K +$268K +15,736 New
HAMF
1800
Hatteras Alternative Mutual Funds
North Carolina
$268K +$268K +15,764 New
70 71
72
73 74