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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
Morgan Stanley
26
Morgan Stanley
New York
$1.57B -$241M -7,318,088 -13%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.38B +$7.17M +218,025 +0.5%
Goldman Sachs
28
Goldman Sachs
New York
$1.25B +$358M +10,891,206 +41%
Wells Fargo
29
Wells Fargo
California
$1.22B -$164M -4,996,431 -12%
Allianz Asset Management
30
Allianz Asset Management
Germany
$1.2B -$201M -6,121,998 -15%
YAM
31
Yacktman Asset Management
Texas
$1.19B -$12.9M -393,237 -1%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.14B -$6.34M -192,741 -0.6%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$1.11B +$155M +4,705,443 +16%
Ameriprise
34
Ameriprise
Minnesota
$1.09B -$104M -3,168,678 -9%
Eagle Capital Management (New York)
35
Eagle Capital Management (New York)
New York
$1.06B +$51.4M +1,562,950 +5%
HCM
36
Highfields Capital Management
Massachusetts
$1.04B +$865M +26,297,747 +526%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$1.04B +$35.4M +1,076,002 +4%
BA
38
BlackRock Advisors
Delaware
$1.02B -$301M -9,163,715 -23%
UBS AM
39
UBS AM
Illinois
$924M -$96.5M -2,934,650 -10%
PP
40
Prudential plc
United Kingdom
$900M +$13.5M +411,322 +2%
JHIU
41
Janus Henderson Investors US
Colorado
$854M +$36.6M +1,112,749 +5%
BIM
42
BlackRock Investment Management
Delaware
$817M -$54.5M -1,656,128 -6%
AllianceBernstein
43
AllianceBernstein
Tennessee
$816M +$40.2M +1,222,326 +5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$806M -$45M -1,368,344 -5%
MAM
45
Magellan Asset Management
Australia
$796M +$95.5M +2,902,899 +14%
BBHC
46
Brown Brothers Harriman & Co
New York
$782M +$37.1M +1,127,481 +5%
O
47
OppenheimerFunds
New York
$770M +$58.2M +1,768,695 +8%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$725M -$6.97M -211,975 -1%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$708M +$14.4M +437,223 +2%
BlackRock
50
BlackRock
New York
$706M +$23.2M +705,171 +3%

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.