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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
KA
1926
Kerrisdale Advisers
Florida
-$3.68M -270,704 Closed
CI
1927
Cooper Investors
Australia
-$3.47M -244,776 Closed
GL
1928
Globe Life
Texas
-$3.17M -224,000 Closed
MBI
1929
Montrusco Bolton Investments
Quebec, Canada
-$3.12M -220,556 Closed
BCM
1930
Brightfield Capital Management
New York
-$2.97M -210,000 Closed
SFP
1931
Santa Fe Partners
New Mexico
-$2.54M -179,396 Closed
ICM
1932
Ionic Capital Management
New York
-$2.83M -170,492 Closed
AM
1933
Anthion Management
New York
-$2.28M -161,084 Closed
DCM
1934
Dynamic Capital Management
Jersey
-$2.18M -154,000 Closed
ACM
1935
Ativo Capital Management
Illinois
-$2.07M -146,412 Closed
QT
1936
Quantbot Technologies
New York
-$2.01M -141,932 Closed
CCMU
1937
Cheyne Capital Management (UK)
United Kingdom
-$1.98M -140,000 Closed
GPC
1938
Glacier Peak Capital
Washington
-$1.98M -140,000 Closed
RRAM
1939
River Road Asset Management
Kentucky
-$1.94M -137,172 Closed
HTC
1940
Hershey Trust Company
Pennsylvania
-$1.81M -128,240 Closed
SG
1941
Somerset Group
Minnesota
-$1.63M -115,024 Closed
FAM
1942
Forty4 Asset Management
Illinois
-$1.55M -109,200 Closed
HB
1943
Homrich & Berg
Georgia
-$1.48M -104,440 Closed
MLM
1944
Mount Lucas Management
Pennsylvania
-$1.47M -103,740 Closed
CAM
1945
Castlerock Asset Management
New York
-$1.46M -103,208 Closed
SCM
1946
Shapiro Capital Management
Georgia
-$1.42M -100,240 Closed
KCA
1947
KKR Credit Advisors
California
-$1.19M -84,000 Closed
MIA
1948
Mainstream Investment Advisers
Indiana
-$1.19M -84,000 Closed
PAMG
1949
Patton Albertson Miller Group
Tennessee
-$1.16M -81,984 Closed
MSS
1950
Mitchell Sinkler & Starr
Pennsylvania
-$944K -66,640 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.