We are live on ! Find out more
MSFT icon

Microsoft

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
PHS
401
Pekin Hardy Strauss
Illinois
$28.2M -$939K -28,535 -3%
VIM
402
Veritas Investment Management
United Kingdom
$28.1M +$1.77M +53,835 +7%
MME
403
Meag Munich Ergo
Germany
$28.1M -$59.4K -1,806 -0.2%
VDI
404
Vaughan David Investments
Illinois
$27.6M +$440K +13,389 +2%
MHC
405
Meyer Handelman Company
New York
$27.5M +$325K +9,875 +1%
OC
406
Oppenheimer & Co
New York
$27.1M +$1.13M +34,383 +4%
PA
407
Pinnacle Associates
New York
$27.1M +$70.9K +2,156 +0.3%
FGP
408
Foyston, Gordon, & Payne
Ontario, Canada
$27M +$6.26M +190,176 +31%
Capital Fund Management (CFM)
409
Capital Fund Management (CFM)
France
$26.9M +$26.6M +807,755 New
WMSA
410
Weiss Multi-Strategy Advisers
New York
$26.9M +$22.6M +686,610 +568%
MG
411
Markel Group
Virginia
$26.7M +$977K +29,700 +4%
PSUF
412
People's United Financial
Connecticut
$26.4M -$321K -9,751 -1%
Mirae Asset Global Investments
413
Mirae Asset Global Investments
South Korea
$26.4M +$4.96M +150,920 +24%
Federated Hermes
414
Federated Hermes
Pennsylvania
$26.4M -$4.5M -136,693 -15%
TH
415
Timber Hill
Connecticut
$26.3M +$20.3M +616,056 +354%
ICM
416
ICC Capital Management
Florida
$25.9M -$13.8M -418,550 -35%
Natixis Advisors
417
Natixis Advisors
Massachusetts
$25.8M +$902K +27,421 +4%
DnB Asset Management
418
DnB Asset Management
Norway
$25.6M +$3.63M +110,400 +17%
AC
419
Ascend Capital
California
$25.4M +$25.1M +762,000 New
B
420
BP
United Kingdom
$25.3M -$1.97M -60,000 -7%
DC
421
Deere & Company
Illinois
$25.3M +$2.6M +78,893 +12%
CEP
422
Chicago Equity Partners
Illinois
$25.1M -$14.3M -435,990 -37%
AF
423
Ally Financial
Michigan
$24.8M +$8.72M +265,000 +55%
BPBT
424
Boston Private Bank & Trust
Massachusetts
$24.7M +$51.7K +1,572 +0.2%
SC
425
Saiers Capital
New York
$24.4M +$24.1M +732,400 New

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.