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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 %
EM
1826
Excalibur Management
Massachusetts
$229K +$229K +13,440 New
FPTW
1827
Franklin, Parlapiano, Turner & Welch
Texas
$226K +$226K +13,300 New
DSA
1828
Davis Selected Advisers
Arizona
$224K +$224K +13,160 New
Rafferty Asset Management
1829
Rafferty Asset Management
New York
$223K +$223K +13,076 New
FGA
1830
Flood Gamble Associates
New York
$222K +$222K +11,900 New
MGIA
1831
Moneta Group Investment Advisors
Missouri
$219K -$452K -26,600 -67%
FNBSF
1832
First National Bank Sioux Falls
South Dakota
$217K – – –
CFSG
1833
Community Financial Services Group
Vermont
$214K +$43K +2,520 +25%
AW
1834
Alpha Windward
Massachusetts
$213K +$2.39K +140 +1%
VC
1835
Vestor Capital
Illinois
$213K +$213K +12,488 New
WCM Investment Management
1836
WCM Investment Management
California
$209K -$337K -19,796 -62%
MLL
1837
Moody Lynn & Lieberson
Massachusetts
$208K +$208K +12,208 New
CCA
1838
Conestoga Capital Advisors
Pennsylvania
$207K +$207K +12,180 New
WCM
1839
Weston Capital Management
California
$205K +$205K +12,040 New
TFA
1840
Toth Financial Advisory
Virginia
$204K -$94.9K -5,572 -32%
SFI
1841
SPC Financial Inc
Maryland
$203K +$203K +11,900 New
NC
1842
NewSquare Capital
Pennsylvania
$190K +$21K +1,232 +12%
MCM
1843
McMillion Capital Management
North Carolina
$156K +$156K +9,156 New
IMS
1844
Index Management Solutions
Pennsylvania
$132K +$132K +7,728 New
WCM
1845
Windsor Capital Management
Arizona
$127K +$53.7K +3,164 +73%
USGIU
1846
U.S. Global Investors (USGI)
Texas
$124K – – –
DA
1847
Dunvegan Associates
California
$123K +$123K +7,224 New
TCM
1848
TD Capital Management
Tennessee
$121K -$14.2K -840 -11%
PC
1849
Pier Capital
Connecticut
$117K – – –
FBT
1850
Founders Bank & Trust
Michigan
$115K +$21.5K +1,260 +23%
72 73
74
75 76