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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
GF
351
Gabelli Funds
New York
$37.9M -$1.97M -60,000 -5%
DCLA
352
Douglas C. Lane & Associates
New York
$37.9M +$522K +15,861 +1%
FC
353
Fiera Capital
New York
$37.8M +$11.9M +360,920 +47%
HCM
354
Holland Capital Management
Illinois
$37.3M +$1.11M +33,887 +3%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$37.1M +$882K +26,805 +2%
CCM
356
Cadence Capital Management
Massachusetts
$37M +$14.8M +448,828 +68%
HPC
357
HM Payson & Co
Maine
$36.6M +$665K +20,227 +2%
PMG
358
Private Management Group
California
$36.1M -$4.38M -133,115 -11%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$35.6M -$12.8M -390,035 -27%
MAM
360
Martingale Asset Management
Massachusetts
$35.6M -$6.08M -184,704 -15%
MA
361
MUFG Americas
New York
$35.4M -$16.6M -505,110 -32%
Truist Financial
362
Truist Financial
North Carolina
$34.8M -$3.08M -93,502 -8%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$34.6M +$96.8K +2,942 +0.3%
RCM
364
Riverhead Capital Management
Delaware
$34.5M -$14.8M -450,034 -30%
MNA
365
Manning & Napier Advisors
New York
$34.4M -$10.9M -332,549 -24%
JAM
366
Jupiter Asset Management
United Kingdom
$34.3M +$217K +6,592 +0.6%
MF
367
Magnetar Financial
Illinois
$34.3M +$28.9M +878,800 +586%
GG
368
Gofen & Glossberg
Illinois
$34M -$975K -29,626 -3%
SC
369
Saturna Capital
Washington
$33.8M +$85.5K +2,600 +0.3%
CIM
370
Confluence Investment Management
Missouri
$33.7M +$3.05M +92,691 +10%
CC
371
Curian Capital
Colorado
$33.6M -$4.36M -132,530 -12%
WF
372
Welch & Forbes
Massachusetts
$33.5M +$101K +3,081 +0.3%
GCM
373
Gabalex Capital Management
New York
$33.3M +$3.29M +100,000 +11%
QBFM
374
QS Batterymarch Financial Management
New York
$33.1M -$32.4M -983,792 -50%
RI
375
RWWM Inc
California
$32.8M +$4.42M +134,215 +16%

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.