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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
Bank of Nova Scotia
901
Bank of Nova Scotia
Ontario, Canada
$4.75M -$35.5M -1,078,476 -88%
BPM
902
Bowling Portfolio Management
Ohio
$4.72M +$730K +22,198 +19%
MCM
903
Matterhorn Capital Management
Texas
$4.71M +$28K +850 +0.6%
NPF
904
Norris Perne & French
Michigan
$4.69M -$102K -3,102 -2%
WPC
905
White Pine Capital
Minnesota
$4.68M -$459K -13,950 -9%
HAI
906
Hennessy Advisors Inc
California
$4.67M
GA
907
Glenhill Advisors
New York
$4.66M +$4.61M +140,023 New
OCM
908
Olstein Capital Management
New York
$4.66M -$4.54M -138,000 -50%
GCA
909
Greenwood Capital Associates
South Carolina
$4.65M +$2.14M +65,107 +87%
MCM
910
McMillion Capital Management
North Carolina
$4.65M -$225K -6,850 -5%
AIC
911
Argus Investors Counsel
New York
$4.64M -$365K -11,100 -7%
FNB
912
First Niagara Bank
New York
$4.63M -$94K -2,857 -2%
BFA
913
Bragg Financial Advisors
North Carolina
$4.63M -$2.83K -86 -0.1%
OA
914
OFI Advisors
Pennsylvania
$4.63M +$387K +11,765 +9%
FLPIM
915
F.L. Putnam Investment Management
Massachusetts
$4.62M -$443K -13,475 -9%
HVIA
916
Hudson Valley Investment Advisors
New York
$4.57M +$51.4K +1,563 +1%
GCM
917
Garland Capital Management
Washington
$4.56M -$19.7K -600 -0.4%
KFS
918
Kurt F. Somerville
$4.55M -$362K -10,990 -7%
AF
919
Arrow Financial
New York
$4.52M -$142K -4,320 -3%
GF
920
Gerstein Fisher
New York
$4.52M +$282K +8,582 +7%
HIM
921
Harbour Investment Management
Washington
$4.46M -$8.06K -245 -0.2%
CIC
922
Cutler Investment Counsel
Oregon
$4.44M -$1.38K -42 -0%
ATC
923
Argent Trust Company
Louisiana
$4.39M -$101K -3,083 -2%
CC
924
Courier Capital
New York
$4.37M +$2.06M +62,568 +91%
BMC
925
Benin Management Corp
Connecticut
$4.36M -$102K -3,100 -2%

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.