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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
NEI
526
Northwest & Ethical Investments
Ontario, Canada
$16.4M -$7.08M -215,330 -30%
ZIG
527
Zuckerman Investment Group
Illinois
$16.3M +$2.13M +64,897 +15%
WFMPM
528
Woodley Farra Manion Portfolio Management
Indiana
$16.3M +$354K +10,759 +2%
WT
529
Whittier Trust
California
$16.3M -$292K -8,865 -2%
MVP
530
Miller Value Partners
Florida
$16M +$539K +16,375 +4%
GAM
531
Gotham Asset Management
New York
$16M +$3.69M +112,224 +30%
SC
532
Scotia Capital
Ontario, Canada
$15.9M -$86.5K -2,629 -0.5%
ISL
533
Ingalls & Snyder LLC
New York
$15.8M -$7.69M -233,619 -33%
NIM
534
Nexus Investment Management
Ontario, Canada
$15.8M +$33.9K +1,030 +0.2%
ZIM
535
Zacks Investment Management
Illinois
$15.8M +$890K +27,065 +6%
GIA
536
Guyasuta Investment Advisors
Pennsylvania
$15.6M +$217K +6,600 +1%
DL
537
Delta Lloyd
Netherlands
$15.5M -$1.9M -57,664 -11%
BF
538
BOK Financial
Oklahoma
$15.5M -$771K -23,443 -5%
SCM
539
Symons Capital Management
Pennsylvania
$15.5M +$4.91M +149,385 +47%
LMGAM
540
Liberty Mutual Group Asset Management
Massachusetts
$15.2M +$3.24M +98,616 +27%
HCM
541
Highbridge Capital Management
New York
$15.1M -$18M -546,499 -55%
ELC
542
Edgar Lomax Company
Virginia
$15M -$1.34M -40,800 -8%
HI
543
Honeywell International
North Carolina
$15M
NM
544
Nokota Management
New York
$15M +$1.64M +50,000 +13%
CAN
545
Cetera Advisor Networks
California
$15M +$367K +11,145 +3%
BAM
546
Barrett Asset Management
New York
$15M +$191K +5,813 +1%
JMH
547
J.M. Hartwell
New York
$14.9M -$313K -9,500 -2%
PRC
548
Platte River Capital
Colorado
$14.7M -$1.6M -48,760 -10%
EIA
549
Edgemoor Investment Advisors
Maryland
$14.6M -$159K -4,824 -1%
SIM
550
Sentry Investment Management
Wisconsin
$14.5M +$3.11M +94,387 +28%

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.