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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
CFA
676
Carroll Financial Associates
North Carolina
$8.62M -$283K -8,614 -3%
BAM
677
Berkshire Asset Management
Pennsylvania
$8.61M +$841K +25,553 +11%
CTA
678
Chesley Taft & Associates
Illinois
$8.59M -$500K -15,195 -6%
RJT
679
Raymond James Trust
Florida
$8.59M +$77.2K +2,348 +0.9%
CISOA
680
Capital Investment Services of America
Wisconsin
$8.56M -$231K -7,025 -3%
Cambridge Investment Research Advisors
681
Cambridge Investment Research Advisors
Iowa
$8.51M -$694K -21,097 -8%
CCMD
682
Cypress Capital Management (Delaware)
Delaware
$8.48M +$138K +4,187 +2%
ACPU
683
Arrowgrass Capital Partners (US)
Delaware
$8.48M -$8.55M -259,864 -51%
AAM
684
Auxier Asset Management
Oregon
$8.47M -$172K -5,215 -2%
ACM
685
Apex Capital Management
Ohio
$8.43M -$864K -26,260 -9%
MC
686
MIG Capital
California
$8.42M
FBP
687
Flippin Bruce & Porter
Virginia
$8.39M +$143K +4,336 +2%
VCM
688
Violich Capital Management
California
$8.38M -$123K -3,750 -1%
MERSOM
689
Municipal Employees' Retirement System of Michigan
Michigan
$8.36M +$8.26M +251,100 New
CTC
690
Central Trust Company
Missouri
$8.35M -$397K -12,060 -5%
BOH
691
Bank of Hawaii
Hawaii
$8.31M -$624K -18,959 -7%
LCM
692
Logan Capital Management
Pennsylvania
$8.3M -$1.45M -44,066 -15%
DWA
693
Douglass Winthrop Advisors
New York
$8.3M +$81.2K +2,468 +1%
Daiwa Securities Group
694
Daiwa Securities Group
Japan
$8.25M -$243K -7,400 -3%
DP
695
Dearborn Partners
Illinois
$8.25M -$529K -16,095 -6%
CCP
696
Clarkston Capital Partners
Michigan
$8.23M +$649K +19,718 +9%
RC
697
RegentAtlantic Capital
New Jersey
$8.22M +$4.54M +137,905 +126%
OWIM
698
Old West Investment Management
California
$8.2M +$8.11M +246,529 New
GLA
699
Great Lakes Advisors
Illinois
$8.19M -$43.6K -1,326 -0.5%
CIP
700
Chartwell Investment Partners
Pennsylvania
$8.16M -$444K -13,500 -5%

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.