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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
MAA
426
Matrix Asset Advisors
New York
$24.1M -$464K -14,099 -2%
BAIA
427
Bel Air Investment Advisors
California
$23.8M +$184K +5,607 +0.8%
CSIC
428
Clifford Swan Investment Counsel
California
$23.8M +$259K +7,860 +1%
PNC
429
Park National Corp
Ohio
$23.6M +$348K +10,582 +2%
RAM
430
RWC Asset Management
United Kingdom
$23.5M +$3.25M +98,900 +16%
AIM
431
Allen Investment Management
New York
$23.3M +$23M +700,000 New
AIM
432
AMI Investment Management
Indiana
$23.2M -$4.9K -149 -0.2%
MI
433
Markston International
New York
$23.1M -$1.39M -42,205 -6%
PI
434
PineBridge Investments
New York
$23M -$13.3M -405,176 -37%
Zurich Cantonal Bank
435
Zurich Cantonal Bank
Switzerland
$22.8M -$4.12M -125,144 -15%
ANI
436
American National Insurance
Texas
$22.8M
NPIT
437
National Penn Investors Trust
Pennsylvania
$22.7M -$355K -10,779 -2%
EWM
438
Evercore Wealth Management
New York
$22.7M -$2.28M -69,334 -9%
GAI
439
General American Investors
New York
$22.7M -$954K -29,000 -4%
Janney Montgomery Scott
440
Janney Montgomery Scott
Pennsylvania
$22.6M +$16.1M +489,316 +256%
JCM
441
Janney Capital Management
Pennsylvania
$22.6M +$1.06M +32,216 +5%
SAM
442
Securian Asset Management
Minnesota
$22.6M +$431K +13,112 +2%
WIC
443
Willis Investment Counsel
Georgia
$22.4M
TH
444
TCTC Holdings
Texas
$22.3M +$107K +3,250 +0.5%
AFG
445
American Financial Group
Ohio
$22.2M
Two Sigma Advisers
446
Two Sigma Advisers
New York
$22.1M +$21.9M +664,494 New
1IC
447
1919 Investment Counsel
Maryland
$22.1M -$1.38M -41,796 -6%
SCA
448
STALEY CAPITAL ADVISERS
Pennsylvania
$22M +$327K +9,926 +2%
TAM
449
Taylor Asset Management
Ontario, Canada
$22M -$10.5M -318,500 -33%
NLGIA
450
Nippon Life Global Investors Americas
New York
$21.9M -$3.86M -117,350 -15%

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.