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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
GW
951
GW & Wade
Massachusetts
$4.13M +$19.6K +597 +0.5%
PAM
952
Private Asset Management
California
$4.12M -$637K -19,354 -14%
DG
953
Davidson & Garrard
Virginia
$4.11M -$149K -4,528 -4%
HL
954
HeadInvest LLC
Maine
$4.1M -$251K -7,617 -6%
TRIM
955
Thompson Rubinstein Investment Management
Oregon
$4.1M -$20.2K -615 -0.5%
BUB
956
BBVA USA Bancshares
Texas
$4.09M -$41.4K -1,257 -1%
LG
957
Laidlaw Group
New York
$4.08M -$345K -10,488 -8%
AHC
958
Adell Harriman & Carpenter
Texas
$4.04M -$628K -19,080 -14%
OSNBOA
959
Old Second National Bank of Aurora
Illinois
$4.03M -$47.3K -1,438 -1%
BAM
960
Boyar Asset Management
New York
$4.03M +$152K +4,607 +4%
GLRA
961
Gerald L. Ray & Associates
Texas
$4.02M +$177K +5,392 +5%
LA
962
Lynch & Associates
Indiana
$4.02M +$60.2K +1,831 +2%
CMBA
963
C.M. Bidwell & Associates
Hawaii
$3.98M
MWNA
964
Marshall Wace North America
New York
$3.95M +$3.67M +111,468 +1,565%
JIM
965
Jupiter Investment Management
United Kingdom
$3.9M +$1.32M +40,053 +52%
RW
966
Rand Wealth
Maryland
$3.89M -$19.8K -602 -0.5%
SGAM
967
Steinberg Global Asset Management
Florida
$3.88M +$304K +9,230 +9%
MCM
968
Moore Capital Management
New York
$3.85M +$3.8M +115,523 New
PP
969
Patten & Patten
Tennessee
$3.83M -$143K -4,356 -4%
MCM
970
Munder Capital Management
Michigan
$3.83M -$13.9M -421,515 -79%
Acadian Asset Management
971
Acadian Asset Management
Massachusetts
$3.81M -$86.8M -2,638,876 -96%
CDH
972
Charles D. Hyman
$3.8M -$127K -3,850 -3%
MAM
973
Mizuho Asset Management
Japan
$3.74M -$3.1M -94,151 -46%
MCM
974
McKinley Capital Management
Alaska
$3.73M -$6.91M -209,940 -65%
WJA
975
Williams Jones & Associates
New York
$3.71M -$10.6M -323,701 -74%

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.