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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
RMA
626
Roffman Miller Associates
Pennsylvania
$10.6M +$315K +9,589 +3%
CCM
627
Chilton Capital Management
Texas
$10.5M -$4.57M -138,968 -31%
SBCM
628
Schwerin Boyle Capital Management
Massachusetts
$10.5M
AIA
629
Alerus Investment Advisors
Minnesota
$10.4M -$4.36M -132,628 -30%
WC
630
Woodstock Corp
Massachusetts
$10.4M -$1.17M -35,560 -10%
HCMNY
631
Howard Capital Management (New York)
New York
$10.4M +$153K +4,652 +2%
DPIM
632
Duff & Phelps Investment Management
Illinois
$10.4M +$31.3K +950 +0.3%
CIBC World Market
633
CIBC World Market
Ontario, Canada
$10.4M -$655K -19,907 -6%
CI
634
Constellation Investments
Ohio
$10.3M +$650K +19,750 +7%
IC
635
InterOcean Capital
Illinois
$10.3M +$162K +4,915 +2%
ECM
636
Evergreen Capital Management
Washington
$10.3M +$139K +4,233 +1%
BA
637
Boston Advisors
Massachusetts
$10.2M -$1.27M -38,703 -11%
VWM
638
Valley Wealth Managers
New Jersey
$10.2M +$280K +8,520 +3%
TCM
639
Tufton Capital Management
Maryland
$10.2M -$306K -9,314 -3%
TAM
640
Trillium Asset Management
Massachusetts
$10.2M +$568K +17,262 +6%
HAM
641
Highstreet Asset Management
Ontario, Canada
$10.1M -$369K -11,220 -4%
SSB
642
Sandy Spring Bank
Maryland
$10.1M -$374K -11,361 -4%
DC
643
Davenport & Co
Virginia
$10.1M -$68M -2,068,440 -87%
GGI
644
Godsey & Gibb Inc
Virginia
$10.1M -$181K -5,511 -2%
BPB
645
Badgley, Phelps & Bell
Washington
$10M +$741K +22,524 +8%
LM
646
Lincluden Management
Ontario, Canada
$9.98M -$158K -4,815 -2%
VIMU
647
Veritas Investment Management (UK)
United Kingdom
$9.92M -$378K -11,500 -4%
PAM
648
Palisade Asset Management
Minnesota
$9.81M -$169K -5,151 -2%
KCA
649
KR Capital Advisors
New York
$9.77M +$457K +13,885 +5%
WTC
650
WhitTier Trust Company
Nevada
$9.56M +$285K +8,669 +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.