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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$21B -$249M -14,998,676 -1%
State Street
2
State Street
Massachusetts
$18.2B +$368M +22,172,640 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.1B -$690M -41,593,692 -5%
BIT
4
BlackRock Institutional Trust
California
$11.6B -$461M -27,788,600 -4%
LTI
5
Laffer Tengler Investments
Tennessee
$6.99B
Northern Trust
6
Northern Trust
Illinois
$6.35B -$301M -18,152,148 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$6.34B +$306M +18,475,240 +5%
Invesco
8
Invesco
Georgia
$6.2B +$303M +18,286,436 +5%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$4.93B +$742M +44,734,144 +18%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$4.5B +$361M +21,743,624 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$4.42B -$295M -17,801,448 -6%
BFA
12
BlackRock Fund Advisors
California
$4.27B -$31.8M -1,917,216 -0.8%
Norges Bank
13
Norges Bank
Norway
$3.53B -$63.4M -3,824,996 -2%
Goldman Sachs
14
Goldman Sachs
New York
$3.47B -$1.5B -90,485,556 -31%
BG
15
BlackRock Group
United Kingdom
$3.28B +$182M +10,998,820 +6%
TCIM
16
TIAA CREF Investment Management
New York
$3.2B +$45.8M +2,761,808 +1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.15B -$1.5M -90,216 -0%
Wells Fargo
18
Wells Fargo
California
$3.08B +$118M +7,132,860 +4%
Bank of America
19
Bank of America
North Carolina
$2.74B -$232M -13,978,244 -8%
Morgan Stanley
20
Morgan Stanley
New York
$2.67B -$620M -37,414,524 -19%
Jennison Associates
21
Jennison Associates
New York
$2.61B +$223M +13,445,152 +10%
Ameriprise
22
Ameriprise
Minnesota
$2.34B +$260M +15,691,872 +13%
Franklin Resources
23
Franklin Resources
California
$2.23B -$125M -7,523,936 -5%
JHIU
24
Janus Henderson Investors US
Colorado
$2.21B -$956M -57,673,868 -31%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$2.2B +$13.5M +816,396 +0.6%

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.