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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
SGA
201
Sustainable Growth Advisers
Connecticut
$150M -$31.8M -1,917,300 -18%
TSU
202
TD Securities (USA)
New York
$148M -$4.18M -251,916 -3%
EA
203
Euclid Advisors
Connecticut
$147M +$119M +7,166,292 +481%
FTCM
204
Fir Tree Capital Management
New York
$146M +$18.2M +1,100,400 +15%
Diamond Hill Capital Management
205
Diamond Hill Capital Management
Ohio
$145M +$253K +15,260 +0.2%
HT
206
HAP Trading
New York
$144M +$120M +7,232,008 +587%
SAC
207
Smith Affiliated Capital
New York
$143M
Los Angeles Capital Management
208
Los Angeles Capital Management
California
$140M +$11.1M +671,916 +9%
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$139M +$3.84M +231,616 +3%
FAF
210
Fjarde Ap-fonden
Sweden
$134M -$8.37M -504,588 -6%
VRS
211
Virginia Retirement Systems
Virginia
$133M -$31.6M -1,907,892 -20%
GT
212
Glenmede Trust
Pennsylvania
$132M -$6.15M -370,804 -5%
HIMCH
213
Hartford Investment Management Co (HIMCO)
Connecticut
$132M -$6.19M -373,100 -5%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$132M +$718K +43,288 +0.6%
BAM
215
Burgundy Asset Management
Ontario, Canada
$131M +$3.41M +205,716 +3%
H
216
Hexavest
Quebec, Canada
$129M -$27M -1,627,556 -18%
AL
217
AJO LP
Pennsylvania
$127M +$9.77M +589,400 +9%
Jacobs Levy Equity Management
218
Jacobs Levy Equity Management
New Jersey
$127M -$21.3M -1,283,548 -15%
DnB Asset Management
219
DnB Asset Management
Norway
$125M -$14.9M -898,884 -11%
HI
220
Honeywell International
North Carolina
$124M -$7.43M -448,000 -6%
First Manhattan
221
First Manhattan
New York
$123M +$542K +32,704 +0.5%
VCM
222
Valiant Capital Management
California
$123M
HCM
223
Holland Capital Management
Illinois
$119M +$3.46M +208,880 +3%
JWBC
224
John W. Bristol & Co
New York
$119M -$8.57M -516,936 -7%
DekaBank Deutsche Girozentrale
225
DekaBank Deutsche Girozentrale
Germany
$118M -$2.3M -138,628 -2%

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.