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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
V
551
Veritable
Delaware
$14.5M -$1.13M -34,428 -7%
BP
552
Banyan Partners
Florida
$14.5M +$6.13M +186,248 +75%
NLI
553
Nippon Life Insurance
Japan
$14.4M -$127K -3,863 -0.9%
BSPF
554
British Steel Pension Fund
United Kingdom
$14.4M +$3.02M +91,725 +27%
Creative Planning
555
Creative Planning
Kansas
$14.4M +$395K +12,016 +3%
PL
556
Parthenon LLC
Kentucky
$14.4M -$530K -16,100 -4%
SGAM
557
Smith Group Asset Management
Texas
$14.3M -$3.02M -91,793 -18%
SKP
558
Sanborn Kilcollin Partners
Illinois
$14.2M +$1.2M +36,541 +9%
DIA
559
Denver Investment Advisors
Colorado
$14.1M -$8.64M -262,609 -38%
HCMT
560
Highland Capital Management (Tennessee)
Tennessee
$14.1M -$345K -10,495 -2%
CCT
561
Country Club Trust
Missouri
$14M -$548K -16,649 -4%
CCM
562
Compass Capital Management
Minnesota
$13.9M +$624K +18,960 +5%
MJRIC
563
Mogy Joel R Investment Counsel
California
$13.9M -$98.7K -3,000 -0.7%
MC
564
Martin Currie
United Kingdom
$13.9M -$612K -18,600 -4%
BCM
565
Buckhead Capital Management
Georgia
$13.8M -$846K -25,718 -6%
AI
566
Ariel Investments
Illinois
$13.8M +$4.62M +140,463 +51%
NEAM
567
New England Asset Management
Connecticut
$13.7M +$336K +10,200 +3%
FIM
568
Frontier Investment Management
Texas
$13.6M +$332K +10,086 +3%
MCM
569
Maryland Capital Management
Maryland
$13.4M +$535K +16,256 +4%
FIG
570
Fortress Investment Group
New York
$13.3M +$13.2M +400,000 New
CFB
571
Cullen/Frost Bankers
Texas
$13.3M -$7.2M -218,921 -35%
GIM
572
Gyrus Investment Management
Ontario, Canada
$13.2M +$1.27M +38,634 +11%
TCM
573
Twin Capital Management
Pennsylvania
$13.1M -$2.46M -74,840 -16%
GI
574
GAMCO Investors
Connecticut
$13.1M +$1.72M +52,245 +15%
FCH
575
Freestone Capital Holdings
Washington
$13M +$1.1M +33,367 +9%

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.