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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
MYLI
726
Meiji Yasuda Life Insurance
Japan
$7.56M -$325K -9,893 -4%
ACM
727
Azimuth Capital Management
Michigan
$7.49M +$1M +30,514 +16%
BC
728
Brookfield Corp
Ontario, Canada
$7.49M +$6.56M +199,325 +780%
MHIC
729
Marble Harbor Investment Counsel
Massachusetts
$7.49M -$201K -6,100 -3%
GIM
730
Goelzer Investment Management
Indiana
$7.42M -$7.47M -226,961 -50%
TTWM
731
TCV Trust & Wealth Management
Virginia
$7.41M +$36.6K +1,114 +0.5%
CSM
732
Central Square Management
Illinois
$7.39M +$5.43M +165,198 +291%
AT
733
Acadia Trust
Maine
$7.38M -$55.3K -1,680 -0.8%
1SB
734
1ST Source Bank
Indiana
$7.37M -$61K -1,855 -0.8%
NC
735
NBW Capital
Massachusetts
$7.34M +$748K +22,751 +11%
FAAS
736
First Allied Advisory Services
California
$7.33M +$478K +14,537 +7%
GC
737
Grimes & Company
Massachusetts
$7.32M +$109K +3,316 +2%
KJHP
738
K.J. Harrison & Partners
Ontario, Canada
$7.28M +$458K +13,925 +7%
BII
739
Baring International Investment
United Kingdom
$7.27M -$578K -17,560 -7%
WCMN
740
Westchester Capital Management (Nebraska)
Nebraska
$7.27M -$63.3K -1,925 -0.9%
AB
741
Amalgamated Bank
New York
$7.26M -$167K -5,085 -2%
NSAM
742
North Star Asset Management
Wisconsin
$7.25M -$51.6K -1,568 -0.7%
IAM
743
Integre Asset Management
New York
$7.24M +$7.16M +217,517 New
LAM
744
Lingohr Asset Management
Germany
$7.23M +$4.85M +147,539 +212%
BFM
745
Boston Financial Management
Massachusetts
$7.23M -$1.05M -32,013 -13%
BC
746
Burney Company
Virginia
$7.22M -$30.6K -931 -0.4%
FBC
747
Fairfield, Bush & Co
Connecticut
$7.19M +$4.28M +130,013 +151%
AC
748
AFAM Capital
Texas
$7.15M +$77.6K +2,359 +1%
BCAM
749
Boston Common Asset Management
Massachusetts
$7.13M -$3.56M -108,210 -34%
SF
750
Sarofim Fayez
Texas
$7.09M +$7M +212,841 New

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.