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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
CCM
851
Catawba Capital Management
Virginia
$5.33M +$22.1K +673 +0.4%
LWCA
852
Locust Wood Capital Advisers
New York
$5.32M -$3.64M -110,700 -41%
GIP
853
Granite Investment Partners
California
$5.31M +$119K +3,615 +2%
CBB
854
Citizens Business Bank
California
$5.29M +$189K +5,750 +4%
WCAM
855
West Coast Asset Management
California
$5.29M -$111K -3,383 -2%
DY
856
Dowling & Yahnke
California
$5.26M +$88.9K +2,703 +2%
VST
857
Van Strum & Towne
California
$5.25M -$6.42K -195 -0.1%
GCAC
858
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.25M +$115K +3,487 +2%
SOADOR
859
State of Alaska Department of Revenue
Alaska
$5.24M +$404K +12,270 +8%
Fiera Capital (Canada)
860
Fiera Capital (Canada)
Quebec, Canada
$5.24M -$11.4M -346,336 -69%
MCM
861
Monarch Capital Management
Indiana
$5.22M -$31.3K -950 -0.6%
VNA
862
VNBTrust National Association
Virginia
$5.22M -$696K -21,152 -12%
OWD
863
Osborn Williams & Donohoe
Ohio
$5.2M -$86.9K -2,641 -2%
IIM
864
Ipswich Investment Management
Massachusetts
$5.2M +$35.4K +1,075 +0.7%
SCM
865
Suffolk Capital Management
New York
$5.2M -$7.39M -224,700 -59%
AA
866
Apriem Advisors
California
$5.19M -$89.6K -2,725 -2%
PPCM
867
Pillar Pacific Capital Management
California
$5.18M +$62K +1,885 +1%
AIM
868
Assured Investment Management
New York
$5.13M +$5.07M +153,975 New
SYBT
869
Stock Yards Bank & Trust
Kentucky
$5.13M -$16.1M -490,321 -76%
BFS
870
Baskin Financial Services
Ontario, Canada
$5.12M +$377K +11,472 +8%
BFG
871
Beacon Financial Group
Texas
$5.11M +$5.05M +153,515 New
BII
872
Bainco International Investors
Massachusetts
$5.11M +$188K +5,725 +4%
CC
873
ClearArc Capital
Ohio
$5.08M -$423K -12,855 -8%
MIM
874
Marco Investment Management
Georgia
$5.07M -$119K -3,610 -2%
AL
875
Agran Libbie
California
$5.02M -$6.58K -200 -0.1%

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.