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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
ACA
451
Anchor Capital Advisors
Massachusetts
$21.8M -$850K -25,829 -4%
KCM
452
Kames Capital Management
United Kingdom
$21.8M -$628K -19,080 -3%
MC
453
Muhlenkamp & Co
Pennsylvania
$21.7M +$43.3K +1,315 +0.2%
ZIC
454
ZWJ Investment Counsel
Georgia
$21.7M +$519K +15,779 +2%
SCM
455
Stux Capital Management
New York
$21.6M -$977K -29,700 -4%
ST
456
Sabal Trust
Florida
$21.4M +$523K +15,909 +3%
BFS
457
Bradley Foster & Sargent
Connecticut
$21.4M -$1.07M -32,411 -5%
BMO
458
Beck Mack & Oliver
New York
$21.2M +$19.7M +598,950 +1,565%
KRS
459
Kentucky Retirement Systems
Kentucky
$21M +$20.7M +629,635 New
PIM
460
Perkins Investment Management
Illinois
$20.9M +$461K +14,005 +2%
BHIA
461
Birch Hill Investment Advisors
Massachusetts
$20.9M +$2.53K +77 +0%
GI
462
GLG Inc
New York
$20.8M +$3.63M +110,345 +21%
ABC
463
Associated Banc-Corp
Wisconsin
$20.8M -$79.5K -2,417 -0.4%
CNB
464
City National Bank
California
$20.8M +$929K +28,251 +5%
VCM
465
Vision Capital Management
Oregon
$20.7M +$4.56M +138,672 +29%
RA
466
Royce & Associates
New York
$20.7M +$1.44M +43,900 +8%
WP
467
WMS Partners
Maryland
$20.6M -$233K -7,081 -1%
ADEF
468
Adams Diversified Equity Fund
Maryland
$20.6M -$2.67M -81,200 -12%
AR
469
Advisory Research
Illinois
$20.5M +$87.6K +2,663 +0.4%
HIMC
470
Heritage Investors Management Corp
Maryland
$20.4M +$214K +6,490 +1%
AC
471
Avenir Corporation
Virginia
$20.4M +$20.2M +612,984 New
Baillie Gifford & Co
472
Baillie Gifford & Co
United Kingdom
$20.3M +$8.66M +263,307 +76%
TMAM
473
Tokio Marine Asset Management
Japan
$20.2M -$2.63M -79,807 -12%
GWM
474
Greenwich Wealth Management
Connecticut
$20.2M +$98.3K +2,987 +0.5%
BKBG
475
BHF Kleinwort Benson Group
Belgium
$20.2M +$2.31M +70,156 +13%

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.