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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
CIM
876
CenturyLink Investment Management
Colorado
$5.02M -$546K -16,588 -10%
BCM
877
Boltwood Capital Management
California
$5.01M -$524K -15,916 -10%
WDA
878
Wendell David Associates
New Hampshire
$5.01M -$245K -7,462 -5%
CCMG
879
Clark Capital Management Group
Pennsylvania
$5M +$349K +10,602 +8%
WTIM
880
Wilmington Trust Investment Management
Delaware
$4.97M +$280K +8,505 +6%
AA
881
Ancora Advisors
Ohio
$4.97M -$192K -5,850 -4%
SGK
882
Steigerwald Gordon & Koch
Virginia
$4.89M +$222K +6,736 +5%
WSTAM
883
Wilbanks Smith & Thomas Asset Management
Virginia
$4.89M -$172K -5,235 -3%
NIA
884
Northstar Investment Advisors
Colorado
$4.89M +$33.4K +1,016 +0.7%
SAIG
885
Semper Augustus Investments Group
Colorado
$4.88M +$6.58K +200 +0.1%
ECM
886
Everence Capital Management
Indiana
$4.88M
AAM
887
Aston Asset Management
Illinois
$4.87M +$141K +4,288 +3%
WTB
888
Washington Trust Bank
Washington
$4.86M +$464K +14,106 +11%
TRCT
889
Tower Research Capital (TRC)
New York
$4.85M +$4.54M +138,020 +1,773%
HC
890
Highmount Capital
New York
$4.85M -$253K -7,698 -5%
VW
891
Vantage Wealth
California
$4.84M -$26.3K -800 -0.5%
CAM
892
Cubic Asset Management
Massachusetts
$4.82M +$4.77K +145 +0.1%
ST
893
Spinnaker Trust
Maine
$4.82M +$71.9K +2,187 +2%
EWM
894
Elite Wealth Management
Washington
$4.81M +$521K +15,832 +12%
FWCM
895
Ferguson Wellman Capital Management
Oregon
$4.79M +$609K +18,518 +15%
IIC
896
Ironwood Investment Counsel
Arizona
$4.78M -$69.5K -2,113 -1%
BWFA
897
Baltimore-Washington Financial Advisors
Maryland
$4.77M -$71.6K -2,176 -1%
AIC
898
Ambs Investment Counsel
Michigan
$4.76M -$1.25M -37,925 -21%
BRCM
899
Bright Rock Capital Management
Massachusetts
$4.76M -$1.12M -34,000 -19%
JC
900
Jacobs & Co
California
$4.75M -$65.8K -2,000 -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.