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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
CIC
1801
Chilton Investment Company
Connecticut
$268K +$261K +15,736 New
HAMF
1802
Hatteras Alternative Mutual Funds
North Carolina
$268K +$261K +15,764 New
VIP
1803
Vantage Investment Partners
Missouri
$267K -$13.9K -840 -5%
SSIA
1804
Spero-Smith Investment Advisers
Ohio
$267K +$1.86K +112 +0.7%
ZF
1805
Zhang Financial
Michigan
$266K +$11.6K +700 +5%
DAM
1806
Delta Asset Management
Tennessee
$265K -$95.2K -5,740 -27%
HCM
1807
Horan Capital Management
Maryland
$264K +$928 +56 +0.4%
SRC
1808
Stone Run Capital
New York
$264K +$257K +15,512 New
OAM
1809
Oberweis Asset Management
Illinois
$258K -$33K -1,988 -12%
STI
1810
Susquehanna Trust & Investment
Pennsylvania
$257K -$3.71K -224 -1%
HIM
1811
Hillsdale Investment Management
Ontario, Canada
$256K
BMCMI
1812
Bryn Mawr Capital Management Inc
Pennsylvania
$251K +$245K +14,756 New
SMA
1813
Simply Money Advisors
Ohio
$250K -$46.4K -2,800 -16%
FCCM
1814
First City Capital Management
Georgia
$248K +$242K +14,588 New
SCM
1815
Signia Capital Management
Washington
$248K
PA
1816
Planning Alternatives
Michigan
$247K -$93.3K -5,628 -28%
SIM
1817
Sadoff Investment Management
Wisconsin
$247K -$27.4K -1,652 -10%
AA
1818
ALPS Advisors
Colorado
$247K +$240K +14,504 New
KFA
1819
Kelleher Financial Advisors
New York
$247K +$241K +14,532 New
CMP
1820
Courage Miller Partners
Virginia
$246K +$464 +28 +0.2%
GEM
1821
Global Endowment Management
North Carolina
$239K +$233K +14,028 New
STIA
1822
Stone Toro Investment Advisers
New Jersey
$238K -$232K -14,000 -50%
TA
1823
Teton Advisors
New York
$238K +$232K +14,000 New
YMRC
1824
Yorktown Management & Research Company
Virginia
$238K +$232K +14,000 New
MAA
1825
Matrix Asset Advisors
New York
$236K +$230K +13,860 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.