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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
HHAA
376
Henry H. Armstrong Associates
Pennsylvania
$32.7M -$340K -10,340 -1%
PFC
377
Poplar Forest Capital
California
$32.7M +$1.38M +42,061 +4%
LPL Financial
378
LPL Financial
California
$32.6M +$740K +22,490 +2%
BC
379
Bartlett & Co
Ohio
$31.9M -$9.36M -284,534 -23%
AIMCA
380
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$31.7M +$1.71M +51,900 +6%
B
381
Baird
Wisconsin
$31.7M -$44.1M -1,341,388 -58%
HNB
382
Huntington National Bank
Ohio
$31.3M -$1.2M -36,389 -4%
HTC
383
Haverford Trust Company
Pennsylvania
$31.1M -$43.4M -1,318,235 -58%
CFC
384
Cincinnati Financial Corp
Ohio
$30.8M
PSAMP
385
P. Schoenfeld Asset Management (PSAM)
New York
$30.8M +$30.4M +924,449 New
GCM
386
GoodHaven Capital Management
New Jersey
$30.4M +$1.52M +46,350 +5%
CAM
387
ClariVest Asset Management
California
$30.3M -$1.32M -40,035 -4%
MOACM
388
Mutual of America Capital Management
New York
$30M +$1.06M +32,224 +4%
WT
389
Wilmington Trust
Delaware
$30M -$1.85M -56,354 -6%
JIC
390
Johnson Investment Counsel
Ohio
$29.5M -$8.96M -272,427 -24%
CS
391
Cannell & Spears
New York
$29.4M +$324K +9,835 +1%
RP
392
Riverbridge Partners
Minnesota
$29.3M +$830K +25,220 +3%
FT
393
Fiduciary Trust
Massachusetts
$29.2M -$1.31M -39,915 -4%
RG
394
Renaissance Group
Kentucky
$29M -$352K -10,696 -1%
MSU
395
Mizuho Securities USA
New York
$29M -$3.98M -120,927 -12%
Commonwealth Equity Services
396
Commonwealth Equity Services
Massachusetts
$28.8M -$1.77M -53,856 -6%
STMM
397
South Texas Money Management
Texas
$28.8M +$403K +12,248 +1%
SFM
398
Stack Financial Management
Montana
$28.8M +$464K +14,094 +2%
ECM
399
Estabrook Capital Management
New York
$28.7M -$175K -5,312 -0.6%
WCM
400
Winton Capital Management
United Kingdom
$28.4M +$42.7K +1,299 +0.2%

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.