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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
DSI
576
Daiwa SB Investments
Japan
$12.9M -$5.49M -166,890 -30%
SIG
577
Schaller Investment Group
North Carolina
$12.9M -$1.65K -50 -0%
HCM
578
Horan Capital Management
Maryland
$12.8M +$1.43M +43,338 +13%
CTI
579
Community Trust & Investment
Kentucky
$12.7M -$514K -15,632 -4%
FFIC
580
First Fiduciary Investment Counsel
Ohio
$12.6M +$281K +8,531 +2%
HS
581
Huntington Steele
Pennsylvania
$12.6M -$7.11K -216 -0.1%
CVM
582
Cheviot Value Management
California
$12.5M -$263K -7,982 -2%
CAG
583
Crestwood Advisors Group
Massachusetts
$12.5M -$113K -3,430 -0.9%
SPC
584
Stewart & Patten Company
California
$12.5M -$440K -13,367 -3%
PWLP
585
Prio Wealth Limited Partnership
Massachusetts
$12.4M +$147K +4,467 +1%
CA
586
Cullinan Associates
Kentucky
$12.4M -$1.37M -41,543 -10%
CT
587
Cambridge Trust
Massachusetts
$12.4M -$125K -3,811 -1%
AP
588
Atwood & Palmer
Missouri
$12.4M -$109K -3,300 -0.9%
RG
589
Rathbones Group
United Kingdom
$12.3M +$304K +9,228 +3%
CIP
590
Convergence Investment Partners
Florida
$12.2M +$3.08M +93,773 +34%
GHA
591
GW Henssler & Associates
Georgia
$12.2M +$320K +9,720 +3%
SCM
592
Shelton Capital Management
Colorado
$12.1M +$54.4K +1,655 +0.5%
EOJOAM
593
E. Ohman J:or Asset Management
Sweden
$12.1M +$253K +7,700 +2%
MIHAS
594
Maj Invest Holding A/S
Denmark
$12.1M
ACM
595
Argent Capital Management
Missouri
$12.1M +$2.96M +89,880 +33%
CNAM
596
Campbell Newman Asset Management
Wisconsin
$11.9M -$1.17M -35,694 -9%
LTFS
597
Ladenburg Thalmann Financial Services
Florida
$11.9M -$243K -7,389 -2%
GMIM
598
General Motors Investment Management
New York
$11.8M -$2.5M -76,061 -18%
CCM
599
Covington Capital Management
California
$11.8M +$186K +5,651 +2%
TIM
600
Thompson Investment Management
Wisconsin
$11.8M +$288K +8,755 +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.