Apple
AAPL
1,884 hedge funds and large institutions have $260B invested in Apple in 2013 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 785 increasing their positions, 810 reducing their positions, and 90 closing their positions.
60% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 90
20% more funds holding in top 10
Funds holding in top 10: 646 → 774 (+128)
19% more capital invested
Capital invested by funds: $219B → $260B (+$41.3B)
2% more funds holding
Funds holding: 1,853 → 1,884 (+31)
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: 810
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$1.8B |
| 2 |
O
OppenheimerFunds
New York
|
+$1.32B |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$742M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$625M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$431M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.5B |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$956M |
| 3 |
D.E. Shaw & Co
New York
|
-$751M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$709M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$690M |
AAPL Hedge Fund Activity: Q3 2013 in Review
1,884 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Apple (AAPL) for Q3 2013, worth a combined $260B — up 19% from $219B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new AAPL positions and 90 closed out — a net gain of 54 holders — while 785 added to existing stakes and 810 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 1,853 in Q2 2013.
- Funds reported $260B of Apple stock for Q3 2013, up 19% quarter-over-quarter.
- 144 funds opened new Apple positions in Q3 2013 and 90 closed out, a net change of +54 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.