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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
SCM
601
Snow Capital Management
Pennsylvania
$11.7M -$3M -91,262 -21%
MPM
602
Meritage Portfolio Management
Kansas
$11.7M +$69.2K +2,104 +0.6%
NB
603
NBT Bank
New York
$11.6M -$364K -11,057 -3%
CC
604
Cornerstone Capital
California
$11.6M +$226K +6,882 +2%
PL
605
Perpetual Ltd
Australia
$11.6M -$382K -11,600 -3%
SM
606
Stratton Management
Pennsylvania
$11.3M -$1.6M -48,570 -13%
GIM
607
Greystone Investment Management
Ohio
$11.3M
MC
608
MSF Capital
New York
$11.3M +$11.1M +338,455 New
QI
609
Qualcomm Inc
California
$11.3M
GIA
610
Granite Investment Advisors
New Hampshire
$11.3M -$369K -11,210 -3%
IHL
611
Investment House LLC
California
$11.2M -$3.08M -93,500 -22%
PWP
612
Private Wealth Partners
California
$11.2M +$308K +9,350 +3%
FDCC
613
Foster Dykema Cabot & Co
Massachusetts
$11.1M +$144K +4,366 +1%
WFI
614
West Family Investments
California
$11M
NL
615
NWAM LLC
Washington
$11M +$1.27M +38,716 +13%
APFBOT
616
Amica Pension Fund Board of Trustees
Rhode Island
$11M
STI
617
Susquehanna Trust & Investment
Pennsylvania
$11M -$1.5M -45,746 -12%
RT
618
Rockland Trust
Massachusetts
$10.9M -$2.48M -75,390 -19%
TSW
619
Thompson Siegel & Walmsley
Virginia
$10.9M -$17.2M -524,340 -62%
MTC
620
McDaniel Terry & Co
Texas
$10.8M +$231K +7,016 +2%
AIP
621
Ameritas Investment Partners
Nebraska
$10.8M +$5.29M +160,735 +99%
IT
622
Investors Trust
Texas
$10.7M -$2M -60,821 -16%
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$10.7M -$1.98M -60,135 -16%
KFC
624
Klingenstein Fields & Co
New York
$10.7M -$5.37M -163,243 -34%
CPIM
625
Columbia Partners Investment Management
Virginia
$10.6M +$1.01M +30,716 +11%

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.