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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
CAW
1826
Cornerstone Advisors (Washington)
Washington
$236K +$230K +13,888 New
PIM
1827
Provident Investment Management
Michigan
$235K +$229K +13,804 New
EM
1828
Excalibur Management
Massachusetts
$229K +$223K +13,440 New
FPTW
1829
Franklin, Parlapiano, Turner & Welch
Texas
$226K +$221K +13,300 New
DSA
1830
Davis Selected Advisers
Arizona
$224K +$218K +13,160 New
Rafferty Asset Management
1831
Rafferty Asset Management
New York
$223K +$217K +13,076 New
FGA
1832
Flood Gamble Associates
New York
$222K +$197K +11,900 New
MGIA
1833
Moneta Group Investment Advisors
Missouri
$219K -$441K -26,600 -67%
FNBSF
1834
First National Bank Sioux Falls
South Dakota
$217K
CFSG
1835
Community Financial Services Group
Vermont
$214K +$41.8K +2,520 +25%
AW
1836
Alpha Windward
Massachusetts
$213K +$2.32K +140 +1%
VC
1837
Vestor Capital
Illinois
$213K +$207K +12,488 New
WCM Investment Management
1838
WCM Investment Management
California
$209K -$328K -19,796 -62%
MLL
1839
Moody Lynn & Lieberson
Massachusetts
$208K +$202K +12,208 New
CCA
1840
Conestoga Capital Advisors
Pennsylvania
$207K +$202K +12,180 New
WCM
1841
Weston Capital Management
California
$205K +$200K +12,040 New
TFA
1842
Toth Financial Advisory
Virginia
$204K -$92.4K -5,572 -32%
SFI
1843
SPC Financial Inc
Maryland
$203K +$197K +11,900 New
NC
1844
NewSquare Capital
Pennsylvania
$190K +$20.4K +1,232 +12%
MCM
1845
McMillion Capital Management
North Carolina
$156K +$152K +9,156 New
IMS
1846
Index Management Solutions
Pennsylvania
$132K +$128K +7,728 New
WCM
1847
Windsor Capital Management
Arizona
$127K +$52.5K +3,164 +73%
USGIU
1848
U.S. Global Investors (USGI)
Texas
$124K
DA
1849
Dunvegan Associates
California
$123K +$120K +7,224 New
TCM
1850
TD Capital Management
Tennessee
$121K -$13.9K -840 -11%

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.