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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
EB
826
Eastern Bank
Massachusetts
$5.71M -$8.65K -263 -0.2%
MCM
827
Maple Capital Management
Vermont
$5.7M +$447K +13,587 +9%
BONST
828
Bank of Nova Scotia Trust
Ontario, Canada
$5.68M -$1.67M -50,710 -23%
PR
829
Payden & Rygel
California
$5.65M +$1.57M +47,700 +39%
PC
830
Permit Capital
Pennsylvania
$5.65M +$484K +14,700 +9%
ZCM
831
Ziegler Capital Management
Illinois
$5.64M -$6.16M -187,228 -52%
MCM
832
McRae Capital Management
New Jersey
$5.64M +$114K +3,465 +2%
HAIM
833
Hunter Associates Investment Management
Pennsylvania
$5.63M -$437K -13,280 -7%
JEW
834
Jamison Eaton & Wood
New Jersey
$5.63M +$155K +4,710 +3%
RA
835
Rational Advisors
New York
$5.63M
1IA
836
1834 Investment Advisors
Wisconsin
$5.62M -$21.4K -649 -0.4%
HPCM
837
High Pointe Capital Management
Illinois
$5.59M
VCAM
838
Van Cleef Asset Management
Ohio
$5.58M +$226K +6,856 +4%
OA
839
Oxbow Advisors
Texas
$5.58M -$40.2K -1,222 -0.7%
MFBTD
840
MB Financial Bank - Trust Department
Illinois
$5.53M -$234K -7,112 -4%
AAM
841
Augustine Asset Management
Florida
$5.53M +$143K +4,356 +3%
SI
842
Stephens Inc
Arkansas
$5.52M -$1.19M -36,190 -18%
SSG
843
Summit Securities Group
New York
$5.51M -$197K -6,000 -4%
FNFDCM
844
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.48M +$67.3K +2,045 +1%
TBA
845
Tower Bridge Advisors
Pennsylvania
$5.46M -$98.9K -3,007 -2%
SFG
846
Sather Financial Group
Texas
$5.44M +$807K +24,526 +18%
TCM
847
Tran Capital Management
California
$5.42M -$161K -4,890 -3%
DIS
848
Diversified Investment Strategies
Louisiana
$5.38M -$43.6K -1,325 -0.8%
WCM
849
Weston Capital Management
California
$5.37M +$24.7K +750 +0.5%
MBI
850
Montrusco Bolton Investments
Quebec, Canada
$5.36M -$989K -30,060 -16%

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.