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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
JFGIW
926
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.36M -$509K -15,462 -11%
WFG
927
Windsor Financial Group
Minnesota
$4.36M +$488K +14,820 +13%
LNB
928
Ledyard National Bank
$4.35M +$453K +13,768 +12%
CFSG
929
Community Financial Services Group
Vermont
$4.34M +$157K +4,787 +4%
RSVP
930
Ramsay Stattman Vela & Price
Colorado
$4.33M -$54.9K -1,670 -1%
TAS
931
TIFF Advisory Services
Pennsylvania
$4.32M
CIC
932
Carnegie Investment Counsel
Ohio
$4.3M -$206K -6,267 -5%
HKIM
933
Hayek Kallen Investment Management
Alabama
$4.29M -$161K -4,888 -4%
B
934
Bailard
California
$4.28M -$2.07M -62,888 -33%
WF
935
WealthTrust Fairport
Ohio
$4.28M -$78.1K -2,373 -2%
LJHT
936
Laurie J. Hall Trustee
$4.27M
SEM
937
Suncoast Equity Management
Florida
$4.26M +$35.7K +1,085 +0.9%
WCM
938
Weik Capital Management
Pennsylvania
$4.24M -$41.1K -1,250 -1%
RSCM
939
Rail-Splitter Capital Management
Illinois
$4.24M +$4.19M +127,400 New
DLCIG
940
D.L. Carlson Investment Group
New Hampshire
$4.23M +$559K +17,005 +15%
CCT
941
Chemung Canal Trust
New York
$4.22M -$2.71M -82,426 -39%
NCM
942
Narwhal Capital Management
Georgia
$4.21M -$24.7K -750 -0.6%
CA
943
Callahan Advisors
Texas
$4.21M +$310K +9,417 +8%
SCG
944
Strategic Capital Group
Washington
$4.21M +$987K +30,010 +31%
ACM
945
Argyle Capital Management
Pennsylvania
$4.19M +$122K +3,700 +3%
FCM
946
Forester Capital Management
Illinois
$4.18M -$732K -22,250 -15%
RIL
947
Rothschild Investment LLC
Illinois
$4.18M -$45.7K -1,389 -1%
DIA
948
Dean Investment Associates
Ohio
$4.17M -$49K -1,489 -1%
NCMG
949
NCM Capital Management Group
North Carolina
$4.16M +$1.4M +42,500 +52%
WPIC
950
White Pine Investment Company
Michigan
$4.15M +$26.3K +800 +0.6%

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.