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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
CM
701
Capital Management
Virginia
$8.16M -$1.01M -30,745 -11%
GCM
702
Grandmaster Capital Management
California
$8.13M -$1.71M -52,039 -18%
CWA
703
Constellation Wealth Advisors
New York
$8.12M -$9.44M -287,042 -54%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$8.08M -$457K -13,885 -5%
HS
705
HighVista Strategies
Massachusetts
$8.05M +$172K +5,220 +2%
MYAM
706
Meiji Yasuda Asset Management
Japan
$8.03M -$702K -21,339 -8%
TSBJ
707
Trevor, Stewart, Burton & Jacobsen
New York
$8.01M +$28K +850 +0.4%
RPA
708
Rock Point Advisors
Vermont
$7.99M -$85.7K -2,605 -1%
SBH
709
Segall Bryant & Hamill
Illinois
$7.98M +$37.6K +1,143 +0.5%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$7.94M +$7.85M +238,684 New
LCM
711
LVM Capital Management
Michigan
$7.92M +$379K +11,525 +5%
EBSAM
712
Eubel Brady & Suttman Asset Management
Ohio
$7.84M -$222K -6,761 -3%
KCM
713
Kanawha Capital Management
Virginia
$7.83M +$213K +6,484 +3%
PCMK
714
Paragon Capital Management (Kansas)
Kansas
$7.78M +$434K +13,189 +6%
PG
715
PEAK6 Group
Illinois
$7.76M +$12.2M +370,789 +391%
FTIOP
716
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.73M +$72.7K +2,211 +1%
KIA
717
King Investment Advisors
Texas
$7.7M +$6.36M +193,390 +508%
YL
718
YCG LLC
Texas
$7.7M -$61K -1,855 -0.8%
WT
719
Washington Trust
Rhode Island
$7.69M +$240K +7,292 +3%
LRPA
720
L. Roy Papp & Associates
Arizona
$7.68M -$669K -20,348 -8%
NPA
721
Nichols & Pratt Advisers
Massachusetts
$7.68M -$378K -11,490 -5%
OAM
722
Origin Asset Management
United Kingdom
$7.67M
CIC
723
Canal Insurance Company
South Carolina
$7.66M -$967K -29,400 -11%
NSEDCP
724
NJ State Employees Deferred Compensation Plan
New Jersey
$7.65M
CHA
725
Cedar Hill Associates
Illinois
$7.63M -$264K -8,015 -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.