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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
EA
251
Euclid Advisors
Connecticut
$76M +$75.1M +2,282,507 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$76M -$8.52M -258,991 -10%
SAM
253
Shell Asset Management
Netherlands
$76M -$1.88M -57,089 -2%
WIM
254
Waverton Investment Management
United Kingdom
$76M -$11.2M -340,560 -13%
BAM
255
Burgundy Asset Management
Ontario, Canada
$75.6M +$2.54M +77,358 +4%
SIA
256
Sit Investment Associates
Minnesota
$74M +$4.22M +128,250 +6%
SCM
257
Shapiro Capital Management
Georgia
$72.2M +$6.98M +212,104 +11%
TCM
258
Tetrem Capital Management
Manitoba, Canada
$71.8M +$1.8M +54,762 +3%
CCM
259
Causeway Capital Management
California
$70.1M +$24.3M +738,400 +57%
CIC
260
Crawford Investment Counsel
Georgia
$69.2M -$312K -9,480 -0.5%
Jacobs Levy Equity Management
261
Jacobs Levy Equity Management
New Jersey
$69.1M +$681K +20,700 +1%
FMI
262
Factory Mutual Insurance
Massachusetts
$68.7M -$6.58M -200,000 -9%
HFS
263
HL Financial Services
Kentucky
$68M -$339K -10,308 -0.5%
EIM
264
ExxonMobil Investment Management
Texas
$67.1M -$2.41M -73,217 -4%
IIM
265
Ivory Investment Management
New York
$66.8M +$62.3M +1,894,122 +1,656%
CC
266
Carlson Capital
Texas
$66.6M +$40M +1,216,090 +155%
GE
267
General Electric
Ohio
$66.5M -$302M -9,185,580 -82%
DLPIC
268
Davide Leone & Partners Investment Company
United Kingdom
$66.1M +$26.8M +815,000 +70%
SC
269
SRB Corp
Massachusetts
$64.9M
UOC
270
UBS O'Connor
Illinois
$64.6M +$20.3M +617,652 +47%
NC
271
Nicholas Company
Wisconsin
$64.2M +$62.8M +1,909,900 +10,186%
RFC
272
Regions Financial Corp
Alabama
$64M +$82.3K +2,501 +0.1%
GA
273
Greenhaven Associates
New York
$63.4M +$62.7M +1,904,875 New
CGI
274
CI Global Investments
California
$63.1M +$62.4M +1,895,300 New
Mitsubishi UFJ Asset Management
275
Mitsubishi UFJ Asset Management
Japan
$62.8M +$3.5M +106,501 +6%

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.