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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
LCS
176
Levin Capital Strategies
New York
$182M -$2.24M -134,848 -1%
FMI
177
Factory Mutual Insurance
Massachusetts
$181M -$43.6M -2,632,000 -20%
CCMH
178
Cornerstone Capital Management Holdings
New York
$180M -$2.99M -180,628 -2%
Loomis, Sayles & Company
179
Loomis, Sayles & Company
Massachusetts
$179M -$7M -421,988 -4%
MC
180
Maverick Capital
Texas
$177M -$192M -11,552,520 -53%
VVP
181
Vulcan Value Partners
Alabama
$176M +$35.8M +2,159,192 +26%
Sanders Capital
182
Sanders Capital
Florida
$173M +$169M +10,164,000 New
ASRS
183
Arizona State Retirement System
Arizona
$172M -$5.39M -324,800 -3%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$168M -$4.72M -284,620 -3%
Fidelity International
185
Fidelity International
Bermuda
$168M -$786K -47,404 -0.5%
TAM
186
Tiverton Asset Management
Delaware
$167M
ACM
187
Andor Capital Management
New York
$167M +$104M +6,300,000 +180%
EPFB
188
Employees Provident Fund Board
Malaysia
$166M +$66M +3,979,416 +69%
WA
189
Wasatch Advisors
Utah
$165M +$6.16M +371,784 +4%
ERSOT
190
Employees Retirement System of Texas
Texas
$162M -$8.13M -490,560 -5%
Polen Capital Management
191
Polen Capital Management
Florida
$161M -$9.61M -579,880 -6%
GCM
192
Glenview Capital Management
New York
$160M +$15.8M +953,512 +11%
TRSOTSOK
193
Teachers Retirement System of the State of Kentucky
Kentucky
$160M -$9.06M -546,280 -5%
CIM
194
Contrarius Investment Management
Jersey
$160M -$641K -38,668 -0.4%
RJA
195
Raymond James & Associates
Florida
$160M +$16.9M +1,020,936 +12%
CM
196
CS McKee
Pennsylvania
$155M -$8.52M -514,080 -5%
N
197
Nuveen
North Carolina
$155M +$14M +846,440 +10%
HMP
198
HS Management Partners
New York
$154M -$12M -725,396 -7%
LPL Financial
199
LPL Financial
California
$151M +$3.93M +237,300 +3%
AC
200
Alleghany Corporation
New York
$150M

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.