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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
ST
976
Smithfield Trust
Pennsylvania
$3.7M +$182K +5,534 +5%
SIG
977
Schooner Investment Group
Pennsylvania
$3.69M +$2.86M +87,000 +378%
P
978
Pitcairn
Pennsylvania
$3.69M +$161K +4,899 +5%
SIP
979
Stoneridge Investment Partners
Pennsylvania
$3.69M +$2.04M +61,960 +127%
TNBTD
980
Trustmark National Bank Trust Department
Mississippi
$3.68M -$217K -6,610 -6%
COI
981
Connable Office Inc
Michigan
$3.66M +$682K +20,716 +23%
GG
982
Greenwood Gearhart
Arkansas
$3.66M +$38.7K +1,175 +1%
CANC
983
Culbertson A N & Co
Virginia
$3.65M -$189K -5,740 -5%
ST
984
Stifel Trust
Missouri
$3.65M -$1.08M -32,734 -23%
DMK
985
David M. Knott
$3.63M
NAP
986
New Amsterdam Partners
New York
$3.6M -$10.7M -324,454 -75%
PFM
987
PacWest Financial Management
Arizona
$3.57M -$29K -881 -0.8%
TCOV
988
Trust Company of Vermont
Vermont
$3.55M -$747K -22,702 -18%
SFS
989
Strategic Financial Services
New York
$3.55M -$162K -4,939 -4%
WIC
990
Woodmont Investment Counsel
Tennessee
$3.54M -$60.9K -1,850 -2%
LC
991
Lakeshore Capital
Alabama
$3.53M -$8.03K -244 -0.2%
DWT
992
Dorsey & Whitney Trust
South Dakota
$3.51M +$63.7K +1,936 +2%
SCM
993
Stuyvesant Capital Management
New York
$3.51M -$41.1K -1,250 -1%
VV
994
Verity & Verity
South Carolina
$3.5M +$111K +3,371 +3%
BFO
995
Boston Family Office
Massachusetts
$3.5M -$125K -3,800 -3%
TCCM
996
Timber Creek Capital Management
Massachusetts
$3.5M +$35.9K +1,090 +1%
DCC
997
Dow Chemical Company
Michigan
$3.5M -$1.15M -35,000 -25%
ANTB
998
AMG National Trust Bank
Colorado
$3.49M -$46.2K -1,405 -1%
SSWM
999
Smith Salley Wealth Management
North Carolina
$3.49M +$134K +4,059 +4%
MA
1000
Marshwinds Advisory
Georgia
$3.48M -$4.51K -137 -0.1%

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.