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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
OSAM
1876
O'Shaughnessy Asset Management
Connecticut
$13K +$9.75K +588 +300%
NC
1877
Nicholas Company
Wisconsin
$11K +$11.6K +700 New
GC
1878
Globeflex Capital
California
$7K -$3.71K -224 -35%
NIM
1879
NuWave Investment Management
New Jersey
$7K
YL
1880
YCG LLC
Texas
$7K
EFS
1881
Essex Financial Services
Connecticut
$4.79K -$414K -24,948 -8%
WCM
1882
Wealthcare Capital Management
Virginia
$4K
CCT
1883
Capital City Trust
Florida
$3.45K +$30.2K +1,820 +0.9%
CPS
1884
Counsel Portfolio Services
Ontario, Canada
$1.21K -$2.54M -153,076 -68%
FPCG
1885
Fort Pitt Capital Group
Pennsylvania
$1.01K
N
1886
Natixis
France
-$394M -27,876,604 Closed
Renaissance Technologies
1887
Renaissance Technologies
New York
-$283M -20,005,636 Closed
RIM
1888
Rainier Investment Management
Washington
-$139M -9,833,656 Closed
Viking Global Investors
1889
Viking Global Investors
Connecticut
-$44.5M -3,141,600 Closed
AT
1890
Alliance Trust
United Kingdom
-$42.4M -2,998,856 Closed
ARTA
1891
A.R.T. Advisors
New York
-$27M -1,906,492 Closed
MDSL
1892
M.D. Sass LLC
New York
-$24.8M -1,750,812 Closed
SI
1893
Sentry Investments
Ontario, Canada
-$24.3M -1,719,200 Closed
3CP
1894
3G Capital Partners
New York
-$25.6M -1,542,968 Closed
AG
1895
Artal Group
Luxembourg
-$23.2M -1,400,000 Closed
TVM
1896
Tiger Veda Management
New York
-$16.4M -1,158,220 Closed
1832 Asset Management
1897
1832 Asset Management
Ontario, Canada
-$16.2M -1,145,480 Closed
ECP
1898
Empyrean Capital Partners
California
-$16.2M -1,142,400 Closed
AAA
1899
Alpine Associates Advisors
New Jersey
-$15.2M -1,072,400 Closed
ARC
1900
Absolute Return Capital
Massachusetts
-$13.8M -971,768 Closed

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.