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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
MSA
326
Mason Street Advisors
Wisconsin
$47.6M -$44.2M -1,344,293 -48%
HEIP
327
Hudson Edge Investment Partners
New Jersey
$47.5M -$2.29M -69,656 -5%
WAM
328
World Asset Management
Michigan
$46.7M -$4.85M -147,328 -10%
VRS
329
Virginia Retirement Systems
Virginia
$46M -$39.4M -1,196,593 -46%
EHC
330
Everett Harris & Co
California
$44.8M -$187K -5,680 -0.4%
HighTower Advisors
331
HighTower Advisors
Illinois
$44M +$1.87M +56,978 +5%
Asset Management One
332
Asset Management One
Japan
$43.3M -$3.01M -91,374 -7%
NI
333
Numeric Investors
Massachusetts
$42.9M +$9.22M +280,300 +28%
TRSOTSOK
334
Teachers Retirement System of the State of Kentucky
Kentucky
$42.7M -$38.4M -1,166,691 -48%
VFAM
335
Valley Forge Asset Management
Pennsylvania
$42.6M -$7.02M -213,272 -14%
AACR
336
ACR Alpine Capital Research
Missouri
$42.5M +$8.84M +268,681 +27%
FCBT
337
First Citizens Bank & Trust
North Carolina
$42.5M +$4M +121,561 +11%
TCA
338
Taconic Capital Advisors
New York
$41.6M +$3.29M +100,000 +9%
PIA
339
Piedmont Investment Advisors
North Carolina
$41.6M -$24.4M -741,949 -37%
DILH
340
Dai-ichi Life Holdings
Japan
$41.5M -$2.46M -74,815 -6%
TGI
341
Tradewinds Global Investors
California
$41M +$24.4M +741,122 +151%
SRIM
342
Saratoga Research & Investment Management
California
$40.9M +$554K +16,827 +1%
CI
343
Cincinnati Insurance
Ohio
$40.8M
ST
344
Spot Trading
Illinois
$40.8M +$40.3M +1,224,410 +81,627%
LCOV
345
London Company of Virginia
Virginia
$40.7M +$1.87M +56,736 +5%
CC
346
Colrain Capital
Massachusetts
$40M -$6.12M -185,901 -13%
STC
347
SEI Trust Company
Pennsylvania
$39.4M +$8.59M +261,216 +28%
JMPWA
348
JP Morgan Private Wealth Advisors
California
$39.3M +$4.28M +130,014 +12%
VDBMI
349
Van Den Berg Management I
Texas
$39M -$433K -13,176 -1%
AI
350
Analytic Investors
California
$38.8M +$3.25M +98,801 +9%

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.