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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
Pzena Investment Management
76
Pzena Investment Management
New York
$485M +$70M +2,127,037 +17%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$473M -$24M -729,180 -5%
AAMU
78
Amundi Asset Management US
Massachusetts
$471M +$27.1M +825,128 +6%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$470M -$1.7M -51,704 -0.4%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$468M +$43.7M +1,327,925 +10%
Artisan Partners
81
Artisan Partners
Wisconsin
$466M +$13.5M +411,092 +3%
CI Investments Inc
82
CI Investments Inc
Ontario, Canada
$461M -$140M -4,261,850 -24%
Fidelity International
83
Fidelity International
Bermuda
$452M -$78.2M -2,377,075 -15%
BTS
84
BB&T Securities
Virginia
$429M -$9.45M -287,403 -18%
EIP
85
Epoch Investment Partners
New York
$423M -$134M -4,061,140 -24%
SFM
86
Soros Fund Management
New York
$419M +$414M +12,580,700 New
MTB
87
Mizuho Trust & Banking
Japan
$419M
Boston Partners
88
Boston Partners
Massachusetts
$410M -$151M -4,588,694 -27%
PPA
89
Parametric Portfolio Associates
Washington
$408M +$9.68M +294,372 +2%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$406M +$26.5M +805,117 +7%
FMI
91
Fiduciary Management Inc
Wisconsin
$402M +$2.81M +85,445 +0.7%
Lazard Asset Management
92
Lazard Asset Management
New York
$401M -$281M -8,553,971 -42%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$398M -$168M -5,100,815 -30%
WRF
94
Waddell & Reed Financial
Kansas
$393M +$388M +11,786,930 New
DSA
95
Davis Selected Advisers
Arizona
$384M -$5.7M -173,170 -1%
Sanders Capital
96
Sanders Capital
Florida
$381M -$47M -1,428,526 -11%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$378M +$4.8M +146,000 +1%
SONJCPFA
98
State of New Jersey Common Pension Fund A
New Jersey
$376M -$11.5M -350,000 -3%
BJ
99
BlackRock Japan
Japan
$362M +$15.3M +466,547 +4%
Barclays
100
Barclays
United Kingdom
$352M +$17.8M +541,639 +5%

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.