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1,794 hedge funds and large institutions have $198B invested in Microsoft in 2013 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 682 increasing their positions, 867 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $4.69B | Put options by funds: $3.33B

0% more capital invested

Capital invested by funds: $198B → $198B (+$553M)

0% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 112

1% less funds holding

Funds holding: 1,8101,794 (-16)

20% less funds holding in top 10

Funds holding in top 10: 606487 (-119)

21% less repeat investments, than reductions

Existing positions increased: 682 | Existing positions reduced: 867

Holders
1,794
Holders Change
-16
Holders Change %
-0.88%
% of All Funds
58.15%
Holding in Top 10
487
Holding in Top 10 Change
-119
Holding in Top 10 Change %
-19.64%
% of All Funds
15.79%
New
112
Increased
682
Reduced
867
Closed
112
Calls
$4.69B
Puts
$3.33B
Net Calls
+$1.36B
Net Calls Change
+$469M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wasatch Advisors
Utah
$91.8M -$6.06M -184,243 -6%
Nisa Investment Advisors
227
Nisa Investment Advisors
Missouri
$90.9M -$2.92M -88,871 -3%
N
228
Nuveen
North Carolina
$90.2M +$942K +28,644 +1%
WHG
229
Westwood Holdings Group
Texas
$89.8M -$80.1M -2,435,885 -47%
Bessemer Group
230
Bessemer Group
New Jersey
$89.7M -$54.6M -1,659,661 -38%
DRZID
231
DePrince Race & Zollo Inc (DRZ)
Florida
$89.6M +$4.89M +148,737 +6%
JHC
232
JFB Holdings Corp
Georgia
$88.4M -$16.7M -506,596 -16%
TAM
233
Tocqueville Asset Management
New York
$88.3M -$5.49M -167,028 -6%
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$86.7M +$7.5M +227,889 +10%
TSU
235
TD Securities (USA)
New York
$86.5M +$1.07M +32,631 +1%
SC
236
Stralem & Co
New York
$86.1M -$3.98M -121,102 -4%
First Trust Advisors
237
First Trust Advisors
Illinois
$84.7M +$8.4M +255,448 +11%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$84.2M -$1.96M -59,500 -2%
DekaBank Deutsche Girozentrale
239
DekaBank Deutsche Girozentrale
Germany
$83.5M +$9.61M +292,166 +13%
RJA
240
Raymond James & Associates
Florida
$82.1M +$3.72M +113,115 +5%
WBC
241
Westpac Banking Corp
Australia
$81.8M +$5.14M +156,291 +7%
Citadel Advisors
242
Citadel Advisors
Florida
$81.7M -$150M -4,560,999 -65%
AAM
243
Aberdeen Asset Management
United Kingdom
$79.9M +$14.4M +437,320 +22%
ERSOT
244
Employees Retirement System of Texas
Texas
$79.6M -$8.28M -251,680 -10%
SAM
245
Silvercrest Asset Management
New York
$79.5M -$1.55M -47,207 -2%
DCM
246
Dupont Capital Management
Delaware
$79.2M +$9.21M +279,916 +13%
FAF
247
Fjarde Ap-fonden
Sweden
$79M -$5.95M -180,784 -7%
HIMCH
248
Hartford Investment Management Co (HIMCO)
Connecticut
$77.8M -$1.08M -32,916 -1%
Two Sigma Investments
249
Two Sigma Investments
New York
$77.8M +$4.17M +126,846 +6%
TAM
250
Tiverton Asset Management
Delaware
$76.5M

MSFT Hedge Fund Activity: Q3 2013 in Review

1,794 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Microsoft (MSFT) for Q3 2013, worth a combined $198B — up 0.28% from $198B a quarter earlier.

Fund positioning in MSFT was balanced in Q3 2013: 112 funds opened new positions, 112 closed out, 682 added to existing stakes and 867 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.95B. The largest seller was Capital Research Global Investors, cutting an estimated $2.07B.

  • 1,794 institutional investors held Microsoft (MSFT) as of Q3 2013, down from 1,810 in Q2 2013.
  • Funds reported $198B of Microsoft stock for Q3 2013, up 0.28% quarter-over-quarter.
  • 112 funds opened new Microsoft positions in Q3 2013 and 112 closed out, a net change of 0 holders.
  • The largest Microsoft buyer in Q3 2013 was Capital World Investors, an estimated $1.95B added.
  • The largest Microsoft seller in Q3 2013 was Capital Research Global Investors, an estimated $2.07B sold.

Based on aggregated 13F filings for Q3 2013.