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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
PC
1851
Pier Capital
Connecticut
$117K
FBT
1852
Founders Bank & Trust
Michigan
$115K +$20.9K +1,260 +23%
MP
1853
Manifold Partners
California
$110K -$69.6K -4,200 -39%
WP
1854
Westend Partners
California
$108K +$96.6K +5,824 New
MAS
1855
Madden Advisory Services
Florida
$103K -$90.1K -5,432 -47%
CCM
1856
Credo Capital Management
Maryland
$97K -$8.82K -532 -9%
AAC
1857
Asset Advisors Corp
Georgia
$96K
PR
1858
Payden & Rygel
California
$95K
PWAG
1859
Polaris Wealth Advisory Group
California
$83K
WCBA
1860
Weaver C. Barksdale & Associates
Tennessee
$73K
DMK
1861
David M. Knott
$71.5K
CRCP
1862
Copper Rock Capital Partners
Massachusetts
$67K
PIM
1863
Profit Investment Management
Maryland
$65.6K -$1.76M -106,344 -3%
PC
1864
Polar Capital
United Kingdom
$59.1K -$1.16M -70,000 -2%
NHFG
1865
New Harbor Financial Group
Massachusetts
$57K +$9.29K +560 +20%
EU
1866
Emory University
Georgia
$51K
IRS
1867
Invictus RG (Singapore)
Singapore
$48K +$46.4K +2,800 New
MAM
1868
Meeder Asset Management
Ohio
$41K
EMA
1869
Efficient Market Advisors
California
$36K
UB
1870
UMB Bank
Missouri
$32.9K +$4.1M +247,100 +15%
MIM
1871
Macroview Investment Management
Maryland
$31K +$9.29K +560 +43%
AA
1872
Alta Advisers
United Kingdom
$30K -$5.11K -308 -15%
AFS
1873
Aft Forsyth & Sober
Florida
$24K
TCCM
1874
Timber Creek Capital Management
Massachusetts
$23K +$23.2K +1,400 New
WAM
1875
Wallington Asset Management
Indiana
$19K

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.