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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
AT
751
Arden Trust
Delaware
$7.09M -$1.23M -37,459 -15%
Northwestern Mutual Wealth Management
752
Northwestern Mutual Wealth Management
Wisconsin
$7.06M -$379K -11,528 -5%
WB
753
Webster Bank
Connecticut
$7.05M -$5.05M -153,469 -42%
SM
754
SLS Management
New York
$7.05M +$6.97M +211,972 New
LIM
755
Lathrop Investment Management
Arkansas
$7.04M +$258K +7,842 +4%
SAM
756
Symphony Asset Management
California
$7.02M -$2.46M -74,829 -26%
TCT
757
TIAA CREF Trust
Missouri
$6.96M -$405K -12,301 -6%
Cohen & Steers
758
Cohen & Steers
New York
$6.96M -$20.6M -627,251 -75%
JWBC
759
J.W. Burns & Co
New York
$6.95M -$18.8K -570 -0.3%
GIP
760
Greatmark Investment Partners
Georgia
$6.93M +$316K +9,614 +5%
FNT
761
First National Trust
Pennsylvania
$6.92M +$123K +3,740 +2%
RMDI
762
R.M. Davis Inc
Maine
$6.9M -$73.9K -2,247 -1%
BCA
763
Bernzott Capital Advisors
California
$6.89M +$5.92K +180 +0.1%
RJFSA
764
Raymond James Financial Services Advisors
Florida
$6.86M -$12.3M -374,304 -64%
GAM
765
Griffin Asset Management
New York
$6.83M +$73.8K +2,243 +1%
FLII
766
First Long Island Investors
New York
$6.79M +$241K +7,315 +4%
AAC
767
Asset Advisors Corp
Georgia
$6.76M +$887K +26,955 +15%
FFBTD
768
First Financial Bank - Trust Division
Ohio
$6.74M +$724 +22 +0%
WAM
769
Wolverine Asset Management
Illinois
$6.73M +$3.39M +102,994 +104%
DIA
770
Dana Investment Advisors
Wisconsin
$6.72M -$15.1M -459,254 -69%
CAM
771
Carret Asset Management
New York
$6.71M -$1.06M -32,346 -14%
LBC
772
Lowe Brockenbrough & Co
Virginia
$6.69M +$248K +7,552 +4%
ICM
773
Intrepid Capital Management
Florida
$6.65M -$5.74M -174,550 -47%
WAM
774
Wallington Asset Management
Indiana
$6.62M +$51.3K +1,560 +0.8%
PGIM
775
Pacific Global Investment Management
California
$6.62M -$185K -5,636 -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.