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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
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$53.7M -$42.6M -1,294,987 -45%
RCAMU
302
Rothschild & Co Asset Management US
Connecticut
$53.7M -$8.37M -254,271 -14%
FIM
303
Foresters Investment Management
New York
$53.2M -$790K -24,000 -1%
CAM
304
Capstone Asset Management
Texas
$52.6M +$5.33M +162,132 +11%
NG
305
NatWest Group
United Kingdom
$52.2M -$65.3M -1,985,838 -56%
LC
306
Loews Corp
New York
$52.2M +$26.6M +809,800 +107%
CCM
307
Coldstream Capital Management
Washington
$51.8M -$1.49M -45,202 -3%
T
308
Thomaspartners
Massachusetts
$51.7M +$7.6M +230,872 +17%
COPPSERS
309
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$51.5M +$582K +17,694 +1%
AG
310
Aperio Group
California
$51.4M +$2.79M +84,827 +6%
Calamos Advisors
311
Calamos Advisors
Illinois
$51.3M
MCI
312
McDonald Capital Investors
California
$51.1M -$12.2M -372,090 -20%
AL
313
AJO LP
Pennsylvania
$50.7M -$101M -3,073,800 -67%
LWCFA
314
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50.5M -$1.69M -51,463 -3%
TU
315
TDAM USA
Ontario, Canada
$50.4M -$8.99M -273,369 -15%
William Blair & Company
316
William Blair & Company
Illinois
$50.3M -$7.44M -226,067 -13%
HCM
317
Hayman Capital Management
Texas
$49.9M +$49.3M +1,500,000 New
URS
318
Utah Retirement Systems
Utah
$49.6M -$415K -12,600 -0.8%
PI
319
Placemark Investments
Illinois
$49.1M +$2.46M +74,818 +5%
NB
320
Norinchukin Bank
Japan
$49M +$8.07M +245,401 +20%
CBCM
321
Cook & Bynum Capital Management
Alabama
$48.5M +$3.29M +100,000 +7%
GH
322
GAM Holding
Switzerland
$48.5M -$52.3M -1,589,993 -52%
AAF
323
Andra AP-fonden
Sweden
$48.5M -$253K -7,700 -0.5%
Nomura Holdings
324
Nomura Holdings
Japan
$48.2M +$17.9M +543,471 +60%
SJIC
325
St. James Investment Company
Texas
$47.8M -$548K -16,644 -1%

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.